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 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.51% |
$1.25K - $1.46K
|
2.92K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 2.13% |
$1.33K - $1.56K
|
734
$68.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.53% |
$1.33K - $1.56K
|
3.01K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-16- 0.12% |
$1.33K - $1.56K
|
13.4K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-17- 0.19% |
$1.42K - $1.65K
|
9.17K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 3.6% |
$1.5K - $1.75K
|
482
$44.7K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18- 0.93% |
$1.5K - $1.75K
|
1.92K
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-20- 0.2% |
$1.67K - $1.95K
|
10.1K
$937K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.53% |
$1.67K - $1.95K
|
3.72K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 41.67% |
$1.67K - $1.95K
|
28
$2.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 2.94% |
$1.67K - $1.95K
|
661
$61.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-20- 8.23% |
$1.67K - $1.95K
|
223
$20.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-21- 0.14% |
$1.75K - $2.04K
|
15.2K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-23- 3.93% |
$1.92K - $2.24K
|
562
$52.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 0.19% |
$2K - $2.33K
|
12.3K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-30- 0.62% |
$2.5K - $2.92K
|
4.81K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 0.39% |
$2.5K - $2.92K
|
7.66K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-30- 0.85% |
$2.5K - $2.92K
|
3.51K
$326K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-31- 0.5% |
$2.58K - $3.02K
|
6.17K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-31- 0.17% |
$2.58K - $3.02K
|
18.3K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-33- 2.94% |
$2.75K - $3.21K
|
1.09K
$101K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35- 0.36% |
$2.92K - $3.4K
|
9.71K
$901K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-40- 0.63% |
$3.33K - $3.89K
|
6.33K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 5.03% |
$3.33K - $3.89K
|
755
$70.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-40- 0.69% |
$3.33K - $3.89K
|
5.79K
$537K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 0.39% |
$3.33K - $3.89K
|
10.3K
$959K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-42- 1.25% |
$3.5K - $4.09K
|
3.33K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-42- 1.28% |
$3.5K - $4.09K
|
3.24K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 0.2% |
$3.58K - $4.18K
|
21.9K
$2.03M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-43- 18.45% |
$3.58K - $4.18K
|
190
$17.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-45- 0.99% |
$3.75K - $4.38K
|
4.5K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-46- 0.55% |
$3.83K - $4.47K
|
8.27K
$768K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 14.2% |
$3.92K - $4.57K
|
284
$26.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-47- 0.94% |
$3.92K - $4.57K
|
4.93K
$458K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-47- 1.12% |
$3.92K - $4.57K
|
4.16K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-47- 0.36% |
$3.92K - $4.57K
|
12.9K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-47- 68.12% |
$3.92K - $4.57K
|
22
$2.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-48- 1.7% |
$4K - $4.67K
|
2.77K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-49- 22.9% |
$4.08K - $4.77K
|
165
$15.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-50- 0.58% |
$4.17K - $4.86K
|
8.5K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.12% |
$4.17K - $4.86K
|
42K
$3.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-51- 2.02% |
$4.25K - $4.96K
|
2.47K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-52- 0.56% |
$4.33K - $5.06K
|
9.16K
$850K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-53- 0.48% |
$4.42K - $5.16K
|
11.1K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-56- 2.03% |
$4.67K - $5.45K
|
2.7K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-56- 0.39% |
$4.67K - $5.45K
|
14.5K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-56- 0.58% |
$4.67K - $5.45K
|
9.54K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 28.29% |
$4.83K - $5.64K
|
147
$13.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 0.4% |
$4.83K - $5.64K
|
14.4K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-60- 0.94% |
$5K - $5.84K
|
6.31K
$586K
|