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
|
Gen Trust, LLC
|
SELL
|
- |
-19.5K- 5.3% |
$1.63M - $1.9M
|
349K
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-20K- 39.62% |
$1.67M - $1.95M
|
30.5K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-20.3K- 45.53% |
$1.69M - $1.98M
|
24.3K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-21.7K- 40.81% |
$1.8M - $2.11M
|
31.4K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-22.4K- 69.08% |
$1.87M - $2.18M
|
10K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 7.91% |
$1.91M - $2.23M
|
267K
$24M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.3K- 62.96% |
$1.94M - $2.26M
|
13.7K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-23.4K- 46.72% |
$1.95M - $2.28M
|
26.7K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.6K- 6.67% |
$1.97M - $2.3M
|
331K
$29.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24.2K- 48.49% |
$2.02M - $2.36M
|
25.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.3K- 27.26% |
$2.02M - $2.36M
|
64.8K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-24.5K- 12.64% |
$2.04M - $2.38M
|
169K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25.2K- 73.2% |
$2.1M - $2.45M
|
9.23K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.3K- 46.86% |
$2.1M - $2.46M
|
28.6K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 25.29% |
$2.18M - $2.55M
|
77.3K
$6.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26.5K- 56.72% |
$2.21M - $2.58M
|
20.2K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-26.5K- 42.52% |
$2.21M - $2.58M
|
35.9K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.5K- 24.55% |
$2.29M - $2.67M
|
84.5K
$7.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-28.1K- 51.81% |
$2.34M - $2.74M
|
26.2K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-28.8K- 4.67% |
$2.4M - $2.8M
|
589K
$52.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.2K- 78.33% |
$2.43M - $2.84M
|
8.07K
$724K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-29.9K- 4.92% |
$2.49M - $2.9M
|
577K
$51.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-30.2K- 99.93% |
$2.52M - $2.94M
|
20
$1.79K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.2K- 47.71% |
$2.6M - $3.04M
|
34.2K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-31.2K- 13.03% |
$2.6M - $3.04M
|
209K
$18.7M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-31.4K- 91.7% |
$2.62M - $3.06M
|
2.85K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-32.3K- 65.25% |
$2.69M - $3.14M
|
17.2K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.1K- 37.71% |
$2.76M - $3.22M
|
54.6K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33.1K- 25.81% |
$2.76M - $3.22M
|
95.3K
$8.55M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33.5K- 91.23% |
$2.79M - $3.25M
|
3.22K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-34.4K- 1.02% |
$2.87M - $3.35M
|
3.32M
$298M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.2K- 3.81% |
$3.02M - $3.52M
|
915K
$82.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-36.5K- 76.98% |
$3.04M - $3.55M
|
10.9K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.6K- 5.49% |
$3.22M - $3.76M
|
665K
$59.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-43.6K- 42.91% |
$3.64M - $4.24M
|
58K
$5.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-43.7K- 33.82% |
$3.64M - $4.25M
|
85.5K
$7.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.3K- 6.99% |
$3.69M - $4.31M
|
590K
$52.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.2K- 83.58% |
$3.76M - $4.39M
|
8.87K
$796K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-51.1K- 53.74% |
$4.26M - $4.97M
|
44K
$3.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
SELL
|
- |
-64.3K- 25.21% |
$5.36M - $6.25M
|
191K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-64.4K- 41.0% |
$5.36M - $6.26M
|
92.7K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-66.2K- 98.61% |
$5.51M - $6.44M
|
934
$83.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-67.1K- 92.0% |
$5.59M - $6.53M
|
5.84K
$523K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-69.9K- 12.36% |
$5.82M - $6.79M
|
495K
$44.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-76K- 45.83% |
$6.34M - $7.4M
|
89.9K
$8.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-77.9K- 12.91% |
$6.49M - $7.57M
|
525K
$47.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-79.9K- 36.69% |
$6.65M - $7.77M
|
138K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-82.8K- 38.94% |
$6.9M - $8.05M
|
130K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.2K- 10.04% |
$6.93M - $8.09M
|
745K
$66.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-91.3K- 52.38% |
$7.61M - $8.88M
|
83K
$7.45M
|