Purchases and Sales Made in Q4 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2024. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-370- 11.83% |
$30.8K - $36K
|
2.76K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-374- 2.96% |
$31.2K - $36.4K
|
12.2K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-390- 2.95% |
$32.5K - $37.9K
|
12.8K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-390- 14.04% |
$32.5K - $37.9K
|
2.39K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-392- 2.62% |
$32.7K - $38.1K
|
14.6K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-412- 5.01% |
$34.3K - $40.1K
|
7.81K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-413- 6.09% |
$34.4K - $40.2K
|
6.37K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-420- 38.25% |
$35K - $40.9K
|
678
$61K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-423- 0.95% |
$35.2K - $41.1K
|
44.1K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-430- 2.76% |
$35.8K - $41.8K
|
15.2K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-436- 2.1% |
$36.3K - $42.4K
|
20.4K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-443- 7.52% |
$36.9K - $43.1K
|
5.45K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-449- 1.08% |
$37.4K - $43.7K
|
41.1K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-456- 1.57% |
$38K - $44.4K
|
28.6K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-456- 5.24% |
$38K - $44.4K
|
8.24K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-466- 15.05% |
$38.8K - $45.3K
|
2.63K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-467- 0.83% |
$38.9K - $45.4K
|
55.9K
$5.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-483- 5.86% |
$40.2K - $47K
|
7.77K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-485- 40.82% |
$40.4K - $47.2K
|
703
$63.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-490- 0.62% |
$40.8K - $47.7K
|
78.5K
$7.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-509- 8.35% |
$42.4K - $49.5K
|
5.58K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-517- 0.39% |
$43.1K - $50.3K
|
132K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-518- 83.82% |
$43.2K - $50.4K
|
100
$9K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-536- 12.43% |
$44.7K - $52.1K
|
3.78K
$340K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-541- 24.77% |
$45.1K - $52.6K
|
1.64K
$148K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-550- 6.97% |
$45.8K - $53.5K
|
7.34K
$661K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-557- 8.87% |
$46.4K - $54.2K
|
5.72K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-584- 7.32% |
$48.7K - $56.8K
|
7.39K
$665K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-587- 12.78% |
$48.9K - $57.1K
|
4.01K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-589- 1.13% |
$49.1K - $57.3K
|
51.7K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-610- 4.72% |
$50.8K - $59.3K
|
12.3K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-614- 16.05% |
$51.2K - $59.7K
|
3.21K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-634- 0.03% |
$52.8K - $61.7K
|
2.16M
$195M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-681- 7.46% |
$56.7K - $66.2K
|
8.45K
$760K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-693- 1.88% |
$57.7K - $67.4K
|
36.2K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-702- 4.17% |
$58.5K - $68.3K
|
16.1K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 1.67% |
$59.2K - $69.2K
|
41.8K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-725- 1.17% |
$60.4K - $70.5K
|
61.4K
$5.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-735- 7.08% |
$61.2K - $71.5K
|
9.65K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-736- 5.9% |
$61.3K - $71.6K
|
11.7K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-750- 8.66% |
$62.5K - $73K
|
7.92K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-759- 5.87% |
$63.2K - $73.8K
|
12.2K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-768- 11.98% |
$64K - $74.7K
|
5.64K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-771- 5.08% |
$64.2K - $75K
|
14.4K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-774- 1.74% |
$64.5K - $75.3K
|
43.7K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-785- 7.82% |
$65.4K - $76.4K
|
9.25K
$833K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-786- 3.82% |
$65.5K - $76.5K
|
19.8K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-831- 7.86% |
$69.2K - $80.8K
|
9.74K
$877K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-850- 1.09% |
$70.8K - $82.7K
|
77.5K
$6.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-862- 4.79% |
$71.8K - $83.8K
|
17.1K
$1.54M
|