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 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3K- 24.27% |
$250K - $292K
|
9.37K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 12.47% |
$255K - $297K
|
21.5K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.15K- 3.52% |
$262K - $306K
|
86.4K
$7.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.17K- 35.01% |
$264K - $308K
|
5.88K
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.17K- 26.27% |
$264K - $308K
|
8.89K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.18K- 33.06% |
$265K - $309K
|
6.43K
$570K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.19K- 13.33% |
$265K - $310K
|
20.7K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.19K- 9.95% |
$266K - $310K
|
28.9K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.23K- 3.91% |
$269K - $314K
|
79.5K
$7.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.47K- 12.94% |
$289K - $337K
|
23.3K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.51K- 36.02% |
$292K - $341K
|
6.23K
$552K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.56K- 37.35% |
$297K - $346K
|
5.97K
$529K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.67K- 37.51% |
$306K - $357K
|
6.11K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.68K- 3.82% |
$307K - $358K
|
92.7K
$8.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.75K- 43.27% |
$312K - $365K
|
4.92K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.79K- 11.61% |
$316K - $369K
|
28.8K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 5.97% |
$327K - $382K
|
61.9K
$5.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.93K- 6.31% |
$328K - $383K
|
58.3K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.96K- 5.43% |
$330K - $385K
|
69K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.01K- 38.96% |
$334K - $390K
|
6.28K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.04K- 29.8% |
$337K - $393K
|
9.52K
$843K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 29.31% |
$337K - $393K
|
9.75K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.07K- 10.87% |
$339K - $395K
|
33.3K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.11K- 3.7% |
$343K - $400K
|
107K
$9.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.13K- 12.9% |
$344K - $402K
|
27.9K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.15K- 3.39% |
$346K - $404K
|
118K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-4.33K- 34.79% |
$361K - $421K
|
8.12K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.4K- 5.28% |
$367K - $428K
|
79K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.47K- 18.56% |
$373K - $435K
|
19.6K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.52K- 21.5% |
$376K - $439K
|
16.5K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.6K- 43.0% |
$383K - $447K
|
6.09K
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.63K- 29.0% |
$386K - $451K
|
11.3K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.64K- 44.58% |
$387K - $451K
|
5.77K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.71K- 14.52% |
$392K - $458K
|
27.7K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.92K- 4.96% |
$410K - $479K
|
94.3K
$8.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.94K- 35.69% |
$412K - $481K
|
8.91K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.1K- 4.41% |
$425K - $496K
|
111K
$9.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.16K- 6.88% |
$430K - $501K
|
69.8K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.16K- 18.29% |
$430K - $501K
|
23K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.33K- 5.18% |
$444K - $518K
|
97.6K
$8.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.52K- 22.97% |
$460K - $537K
|
18.5K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.56K- 8.46% |
$463K - $541K
|
60.2K
$5.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-5.82K- 8.64% |
$485K - $566K
|
61.6K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.91K- 74.18% |
$492K - $574K
|
2.06K
$182K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-5.91K- 11.33% |
$492K - $575K
|
46.2K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-5.95K- 70.05% |
$496K - $579K
|
2.54K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.11K- 6.16% |
$509K - $594K
|
93K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.12K- 3.25% |
$510K - $595K
|
182K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.24K- 4.18% |
$520K - $607K
|
143K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-6.81K- 20.57% |
$568K - $663K
|
26.3K
$2.33M
|