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 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.12K- 3.25% |
$510K - $595K
|
182K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.24K- 4.18% |
$520K - $607K
|
143K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.28K- 72.49% |
$523K - $611K
|
2.38K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.44K- 3.79% |
$536K - $626K
|
164K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 36.05% |
$562K - $656K
|
12K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-6.81K- 20.57% |
$568K - $663K
|
26.3K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.96K- 18.9% |
$580K - $677K
|
29.9K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7K- 10.23% |
$583K - $681K
|
61.4K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.02K- 42.86% |
$585K - $683K
|
9.36K
$840K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7.83K- 4.21% |
$652K - $762K
|
178K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.05K- 17.73% |
$671K - $783K
|
37.3K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.19K- 2.36% |
$682K - $797K
|
340K
$30.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-8.26K- 50.42% |
$688K - $803K
|
8.12K
$728K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.29K- 99.92% |
$691K - $807K
|
7
$628
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.43K- 80.99% |
$703K - $820K
|
1.98K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.45K- 4.59% |
$704K - $822K
|
176K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8.69K- 17.69% |
$724K - $845K
|
40.4K
$3.63M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.73K- 8.58% |
$728K - $849K
|
93K
$8.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.74K- 0.72% |
$728K - $850K
|
1.21M
$108M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-8.76K- 13.81% |
$730K - $852K
|
54.6K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.95K- 13.81% |
$746K - $870K
|
55.9K
$5.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-9.13K- 56.94% |
$760K - $888K
|
6.9K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9.37K- 11.34% |
$781K - $912K
|
73.3K
$6.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-9.56K- 23.43% |
$797K - $930K
|
31.3K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.2K- 14.34% |
$850K - $992K
|
61K
$5.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-10.2K- 58.76% |
$854K - $996K
|
7.19K
$645K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 78.34% |
$856K - $1M
|
2.84K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-10.5K- 70.17% |
$877K - $1.02M
|
4.48K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 4.22% |
$878K - $1.03M
|
239K
$21.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 18.04% |
$925K - $1.08M
|
50.4K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11.6K- 65.25% |
$970K - $1.13M
|
6.2K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13.2K- 4.08% |
$1.1M - $1.28M
|
310K
$27.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 27.07% |
$1.12M - $1.31M
|
36.2K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-14K- 72.18% |
$1.17M - $1.36M
|
5.41K
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-14.1K- 44.53% |
$1.18M - $1.37M
|
17.6K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-14.3K- 75.92% |
$1.19M - $1.39M
|
4.55K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.5K- 19.86% |
$1.21M - $1.41M
|
58.5K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-15K- 26.44% |
$1.25M - $1.45M
|
41.6K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-15K- 22.67% |
$1.25M - $1.46M
|
51.3K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 1.45% |
$1.26M - $1.48M
|
1.03M
$92.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-15.2K- 22.62% |
$1.26M - $1.48M
|
51.9K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.5K- 24.06% |
$1.29M - $1.51M
|
49K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 91.95% |
$1.41M - $1.64M
|
1.48K
$133K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 10.7% |
$1.45M - $1.69M
|
145K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 2.89% |
$1.49M - $1.74M
|
600K
$53.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-18.4K- 54.84% |
$1.53M - $1.79M
|
15.1K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-18.8K- 33.26% |
$1.57M - $1.83M
|
37.8K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 21.37% |
$1.57M - $1.83M
|
69.4K
$6.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19K- 3.85% |
$1.58M - $1.85M
|
474K
$42.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 5.86% |
$1.61M - $1.88M
|
310K
$27.9M
|