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 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-916- 5.06% |
$76.3K - $89.1K
|
17.2K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 5.42% |
$76.7K - $89.5K
|
16.1K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-943- 4.83% |
$78.6K - $91.7K
|
18.6K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-972- 21.47% |
$81K - $94.5K
|
3.56K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-986- 0.64% |
$82.2K - $95.9K
|
152K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-992- 3.88% |
$82.7K - $96.5K
|
24.6K
$2.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 0.8% |
$83.3K - $97.3K
|
124K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 14.48% |
$85.4K - $99.7K
|
6.06K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 3.98% |
$85.4K - $99.7K
|
24.7K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.03K- 21.37% |
$85.7K - $100K
|
3.78K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 5.38% |
$85.7K - $100K
|
18.1K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.03K- 22.76% |
$85.8K - $100K
|
3.5K
$310K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.04K- 10.5% |
$86.6K - $101K
|
8.86K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 11.04% |
$88.2K - $103K
|
8.53K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 25.85% |
$88.4K - $103K
|
3.04K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 31.23% |
$88.5K - $103K
|
2.34K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.06K- 1.31% |
$88.6K - $103K
|
80.1K
$7.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.08K- 3.62% |
$90.1K - $105K
|
28.8K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.08K- 5.53% |
$90.2K - $105K
|
18.5K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.09K- 2.67% |
$90.7K - $106K
|
39.7K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 7.48% |
$91.4K - $107K
|
13.6K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 17.68% |
$91.7K - $107K
|
5.12K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.11K- 9.23% |
$92.5K - $108K
|
10.9K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.12K- 11.58% |
$93.5K - $109K
|
8.56K
$758K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.16K- 11.97% |
$96.7K - $113K
|
8.53K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.16K- 12.86% |
$97K - $113K
|
7.89K
$698K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.18K- 0.71% |
$98.3K - $115K
|
165K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.23K- 2.02% |
$102K - $119K
|
59.6K
$5.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.23K- 1.34% |
$102K - $119K
|
90.4K
$8M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.23K- 20.95% |
$103K - $120K
|
4.65K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.24K- 9.91% |
$103K - $121K
|
11.3K
$999K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.28K- 4.08% |
$106K - $124K
|
30K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-1.29K- 15.97% |
$107K - $125K
|
6.79K
$601K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.31K- 8.67% |
$109K - $127K
|
13.8K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.32K- 0.84% |
$110K - $128K
|
155K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.33K- 16.59% |
$110K - $129K
|
6.66K
$590K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.34K- 3.5% |
$111K - $130K
|
36.8K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.34K- 1.6% |
$112K - $130K
|
82.3K
$7.29M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.34K- 15.38% |
$112K - $131K
|
7.39K
$655K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.34K- 3.22% |
$112K - $131K
|
40.4K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.35K- 13.91% |
$113K - $131K
|
8.36K
$740K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.36K- 4.73% |
$113K - $132K
|
27.3K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 4.34% |
$113K - $132K
|
29.9K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.37K- 12.12% |
$114K - $134K
|
9.96K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.37K- 26.95% |
$114K - $134K
|
3.73K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.39K- 1.2% |
$116K - $135K
|
115K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.4K- 2.11% |
$117K - $136K
|
64.8K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.41K- 2.71% |
$117K - $137K
|
50.5K
$4.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.41K- 4.59% |
$117K - $137K
|
29.3K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.45K- 20.61% |
$121K - $141K
|
5.59K
$495K
|