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 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-88- 0.36% |
$7.33K - $8.56K
|
24.4K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-88- 3.26% |
$7.33K - $8.56K
|
2.61K
$231K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-90- 0.86% |
$7.5K - $8.75K
|
10.3K
$915K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-95- 0.41% |
$7.92K - $9.24K
|
23.2K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 21.65% |
$8.08K - $9.44K
|
351
$31.1K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-99- 2.14% |
$8.25K - $9.63K
|
4.52K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-100- 3.57% |
$8.33K - $9.73K
|
2.7K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-100- 2.08% |
$8.33K - $9.73K
|
4.72K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-104- 2.98% |
$8.67K - $10.1K
|
3.39K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-108- 3.6% |
$9K - $10.5K
|
2.89K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-113- 2.93% |
$9.42K - $11K
|
3.74K
$331K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-116- 1.41% |
$9.67K - $11.3K
|
8.14K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-121- 7.54% |
$10.1K - $11.8K
|
1.48K
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-129- 0.46% |
$10.7K - $12.5K
|
28.1K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 2.74% |
$10.8K - $12.6K
|
4.61K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-132- 11.63% |
$11K - $12.8K
|
1K
$88.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-134- 0.23% |
$11.2K - $13K
|
57.5K
$5.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-137- 2.12% |
$11.4K - $13.3K
|
6.33K
$560K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-146- 0.48% |
$12.2K - $14.2K
|
30.5K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-149- 2.66% |
$12.4K - $14.5K
|
5.46K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 1.37% |
$12.5K - $14.6K
|
10.8K
$954K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.94% |
$12.5K - $14.6K
|
3.66K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-152- 1.72% |
$12.7K - $14.8K
|
8.68K
$769K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-152- 1.19% |
$12.7K - $14.8K
|
12.6K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-158- 2.29% |
$13.2K - $15.4K
|
6.73K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-170- 3.94% |
$14.2K - $16.5K
|
4.15K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-171- 0.38% |
$14.2K - $16.6K
|
44.7K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-172- 1.58% |
$14.3K - $16.7K
|
10.7K
$951K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-172- 1.84% |
$14.3K - $16.7K
|
9.16K
$811K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-174- 2.43% |
$14.5K - $16.9K
|
6.98K
$618K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-181- 1.21% |
$15.1K - $17.6K
|
14.8K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-184- 10.27% |
$15.3K - $17.9K
|
1.61K
$142K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-186- 3.07% |
$15.5K - $18.1K
|
5.88K
$521K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-190- 1.28% |
$15.8K - $18.5K
|
14.7K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-190- 7.65% |
$15.8K - $18.5K
|
2.3K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-193- 5.46% |
$16.1K - $18.8K
|
3.34K
$296K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-194- 1.04% |
$16.2K - $18.9K
|
18.5K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-196- 1.01% |
$16.3K - $19.1K
|
19.1K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-196- 12.79% |
$16.3K - $19.1K
|
1.34K
$118K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-200- 2.49% |
$16.7K - $19.5K
|
7.83K
$693K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200- 24.24% |
$16.7K - $19.5K
|
625
$55.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-202- 6.96% |
$16.8K - $19.6K
|
2.7K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-214- 2.72% |
$17.8K - $20.8K
|
7.65K
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-220- 5.51% |
$18.3K - $21.4K
|
3.77K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-234- 55.32% |
$19.5K - $22.8K
|
189
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-238- 3.53% |
$19.8K - $23.2K
|
6.51K
$577K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-238- 12.72% |
$19.8K - $23.2K
|
1.63K
$145K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-240- 82.76% |
$20K - $23.3K
|
50
$4.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-248- 3.15% |
$20.7K - $24.1K
|
7.62K
$674K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-258- 3.58% |
$21.5K - $25.1K
|
6.96K
$616K
|