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 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-3- -0.0% |
$250 - $292
|
77K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3- 0.03% |
$250 - $292
|
9.15K
$746K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-4- 0.14% |
$333 - $389
|
2.8K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.14% |
$583 - $681
|
5.13K
$418K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$583 - $681
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8- 0.14% |
$667 - $778
|
5.79K
$472K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-8- 29.63% |
$667 - $778
|
19
$1.55K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9- 0.16% |
$750 - $875
|
5.57K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-9- 0.59% |
$750 - $875
|
1.52K
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.36% |
$833 - $973
|
2.76K
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-10- 0.08% |
$833 - $973
|
13K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-11- 0.1% |
$917 - $1.07K
|
10.6K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 0.08% |
$917 - $1.07K
|
13.3K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11- 0.55% |
$917 - $1.07K
|
1.97K
$161K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-13- 0.4% |
$1.08K - $1.26K
|
3.23K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-14- 0.18% |
$1.17K - $1.36K
|
7.82K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-14- 0.07% |
$1.17K - $1.36K
|
19.8K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 6.54% |
$1.17K - $1.36K
|
200
$16.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.51% |
$1.25K - $1.46K
|
2.92K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 2.13% |
$1.33K - $1.56K
|
734
$59.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.53% |
$1.33K - $1.56K
|
3.01K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-16- 0.12% |
$1.33K - $1.56K
|
13.4K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-17- 0.19% |
$1.42K - $1.65K
|
9.17K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 3.6% |
$1.5K - $1.75K
|
482
$39.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18- 0.93% |
$1.5K - $1.75K
|
1.92K
$157K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-20- 0.2% |
$1.67K - $1.95K
|
10.1K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.53% |
$1.67K - $1.95K
|
3.72K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 41.67% |
$1.67K - $1.95K
|
28
$2.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 2.94% |
$1.67K - $1.95K
|
661
$53.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-20- 8.23% |
$1.67K - $1.95K
|
223
$18.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-21- 0.14% |
$1.75K - $2.04K
|
15.2K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-23- 3.93% |
$1.92K - $2.24K
|
562
$45.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 0.19% |
$2K - $2.33K
|
12.3K
$1.01M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-25Closed |
$2.08K - $2.43K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-30- 0.62% |
$2.5K - $2.92K
|
4.81K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 0.39% |
$2.5K - $2.92K
|
7.66K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-30- 0.85% |
$2.5K - $2.92K
|
3.51K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-31- 0.5% |
$2.58K - $3.02K
|
6.17K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-31- 0.17% |
$2.58K - $3.02K
|
18.3K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-33- 2.94% |
$2.75K - $3.21K
|
1.09K
$88.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35- 0.36% |
$2.92K - $3.4K
|
9.71K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-40- 0.63% |
$3.33K - $3.89K
|
6.33K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 5.03% |
$3.33K - $3.89K
|
755
$61.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-40- 0.69% |
$3.33K - $3.89K
|
5.79K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 0.39% |
$3.33K - $3.89K
|
10.3K
$842K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-42- 1.25% |
$3.5K - $4.09K
|
3.33K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-42- 1.28% |
$3.5K - $4.09K
|
3.24K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 0.2% |
$3.58K - $4.18K
|
21.9K
$1.78M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-43- 18.45% |
$3.58K - $4.18K
|
190
$15.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-45- 0.99% |
$3.75K - $4.38K
|
4.5K
$367K
|