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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-420- 38.25% |
$35K - $40.9K
|
678
$60.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-421- 5.62% |
$35.1K - $41K
|
7.08K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-423- 0.95% |
$35.2K - $41.1K
|
44.1K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-425- 6.04% |
$35.4K - $41.3K
|
6.61K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-430- 2.76% |
$35.8K - $41.8K
|
15.2K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-435- 1.39% |
$36.2K - $42.3K
|
30.9K
$2.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-436- 2.1% |
$36.3K - $42.4K
|
20.4K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-436- 6.67% |
$36.3K - $42.4K
|
6.11K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-439- 1.89% |
$36.6K - $42.7K
|
22.8K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-443- 7.52% |
$36.9K - $43.1K
|
5.45K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-449- 1.08% |
$37.4K - $43.7K
|
41.1K
$3.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-456- 1.57% |
$38K - $44.4K
|
28.6K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-456- 5.24% |
$38K - $44.4K
|
8.24K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-457- 7.54% |
$38.1K - $44.5K
|
5.6K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-466- 15.05% |
$38.8K - $45.3K
|
2.63K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-467- 0.83% |
$38.9K - $45.4K
|
55.9K
$4.98M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-467- 0.4% |
$38.9K - $45.4K
|
118K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-476- 3.56% |
$39.7K - $46.3K
|
12.9K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-477- 94.27% |
$39.7K - $46.4K
|
29
$2.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-478- 7.44% |
$39.8K - $46.5K
|
5.95K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-480- 3.26% |
$40K - $46.7K
|
14.3K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-483- 5.86% |
$40.2K - $47K
|
7.77K
$691K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-485- 40.82% |
$40.4K - $47.2K
|
703
$62.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-490- 0.62% |
$40.8K - $47.7K
|
78.5K
$6.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-509- 8.35% |
$42.4K - $49.5K
|
5.58K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-515- 2.17% |
$42.9K - $50.1K
|
23.2K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-517- 0.39% |
$43.1K - $50.3K
|
132K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-518- 83.82% |
$43.2K - $50.4K
|
100
$8.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-529- 5.76% |
$44.1K - $51.5K
|
8.66K
$771K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-531- 0.96% |
$44.2K - $51.7K
|
54.9K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-536- 12.43% |
$44.7K - $52.1K
|
3.78K
$336K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-541- 24.77% |
$45.1K - $52.6K
|
1.64K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-548- 18.16% |
$45.7K - $53.3K
|
2.47K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-550- 6.97% |
$45.8K - $53.5K
|
7.34K
$654K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-557- 8.87% |
$46.4K - $54.2K
|
5.72K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-557- 3.8% |
$46.4K - $54.2K
|
14.1K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-560- 0.99% |
$46.7K - $54.5K
|
56K
$4.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-562- 2.84% |
$46.8K - $54.7K
|
19.2K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-569- 1.24% |
$47.4K - $55.3K
|
45.3K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-577- 6.1% |
$48.1K - $56.1K
|
8.89K
$791K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-584- 7.32% |
$48.7K - $56.8K
|
7.39K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-587- 12.78% |
$48.9K - $57.1K
|
4.01K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-589- 1.13% |
$49.1K - $57.3K
|
51.7K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-590- 2.63% |
$49.2K - $57.4K
|
21.8K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-596- 16.75% |
$49.7K - $58K
|
2.96K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-610- 4.72% |
$50.8K - $59.3K
|
12.3K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-614- 16.05% |
$51.2K - $59.7K
|
3.21K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-634- 0.03% |
$52.8K - $61.7K
|
2.16M
$193M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-645- 5.79% |
$53.7K - $62.7K
|
10.5K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-653- 20.15% |
$54.4K - $63.5K
|
2.59K
$230K
|