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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.24K- 9.91% |
$103K - $121K
|
11.3K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.24K- 13.61% |
$104K - $121K
|
7.89K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.27K- 7.95% |
$105K - $123K
|
14.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.28K- 4.08% |
$106K - $124K
|
30K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-1.29K- 15.97% |
$107K - $125K
|
6.79K
$609K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.3K- 1.85% |
$108K - $126K
|
68.8K
$6.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.3K- 18.64% |
$109K - $127K
|
5.69K
$510K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.31K- 8.67% |
$109K - $127K
|
13.8K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.32K- 0.84% |
$110K - $128K
|
155K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.33K- 16.59% |
$110K - $129K
|
6.66K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.34K- 3.5% |
$111K - $130K
|
36.8K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.34K- 1.6% |
$112K - $130K
|
82.3K
$7.38M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.34K- 15.38% |
$112K - $131K
|
7.39K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.34K- 3.22% |
$112K - $131K
|
40.4K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.35K- 13.91% |
$113K - $131K
|
8.36K
$750K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.36K- 4.73% |
$113K - $132K
|
27.3K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 4.34% |
$113K - $132K
|
29.9K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.37K- 26.89% |
$114K - $133K
|
3.71K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.37K- 12.12% |
$114K - $134K
|
9.96K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.37K- 26.95% |
$114K - $134K
|
3.73K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.39K- 1.2% |
$116K - $135K
|
115K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.4K- 2.11% |
$117K - $136K
|
64.8K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.41K- 2.71% |
$117K - $137K
|
50.5K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.41K- 4.59% |
$117K - $137K
|
29.3K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.45K- 20.61% |
$121K - $141K
|
5.59K
$501K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.48K- 13.22% |
$124K - $144K
|
9.74K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.49K- 15.3% |
$124K - $145K
|
8.25K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.5K- 3.27% |
$125K - $145K
|
44.2K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.5K- 21.43% |
$125K - $146K
|
5.5K
$493K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.51K- 11.26% |
$126K - $147K
|
11.9K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.52K- 30.27% |
$127K - $148K
|
3.5K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.54K- 4.9% |
$128K - $150K
|
29.8K
$2.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.54K- 5.17% |
$128K - $150K
|
28.3K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.54K- 27.09% |
$128K - $150K
|
4.15K
$372K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.56K- 4.51% |
$130K - $152K
|
33K
$2.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 1.72% |
$130K - $152K
|
89.1K
$7.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.6K- 7.49% |
$133K - $155K
|
19.7K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.6K- 12.16% |
$133K - $155K
|
11.5K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.63K- 13.97% |
$135K - $158K
|
10K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.63K- 0.46% |
$135K - $158K
|
353K
$31.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.69K- 14.84% |
$141K - $165K
|
9.71K
$871K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.7K- 5.66% |
$141K - $165K
|
28.3K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.7K- 39.08% |
$142K - $165K
|
2.65K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.7K- 29.41% |
$142K - $166K
|
4.09K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.74K- 3.59% |
$145K - $169K
|
46.8K
$4.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.75K- 11.11% |
$146K - $170K
|
14K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.76K- 38.02% |
$146K - $171K
|
2.86K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.76K- 3.9% |
$147K - $172K
|
43.5K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 11.57% |
$150K - $175K
|
13.7K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.81K- 8.57% |
$151K - $176K
|
19.3K
$1.73M
|