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
|
Marcum Wealth, LLC
|
SELL
|
- |
-536- 12.43% |
$44.7K - $52.1K
|
3.78K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-541- 24.77% |
$45.1K - $52.6K
|
1.64K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-548- 18.16% |
$45.7K - $53.3K
|
2.47K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-550- 6.97% |
$45.8K - $53.5K
|
7.34K
$650K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-557- 8.87% |
$46.4K - $54.2K
|
5.72K
$507K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-560- 0.99% |
$46.7K - $54.5K
|
56K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-584- 7.32% |
$48.7K - $56.8K
|
7.39K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-587- 12.78% |
$48.9K - $57.1K
|
4.01K
$355K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-589- 1.13% |
$49.1K - $57.3K
|
51.7K
$4.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-596- 16.75% |
$49.7K - $58K
|
2.96K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-610- 4.72% |
$50.8K - $59.3K
|
12.3K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-614- 16.05% |
$51.2K - $59.7K
|
3.21K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-634- 0.03% |
$52.8K - $61.7K
|
2.16M
$192M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-681- 7.46% |
$56.7K - $66.2K
|
8.45K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-683- 6.53% |
$56.9K - $66.4K
|
9.78K
$866K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-693- 1.88% |
$57.7K - $67.4K
|
36.2K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-702- 4.17% |
$58.5K - $68.3K
|
16.1K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-710- 18.77% |
$59.2K - $69.1K
|
3.07K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 1.67% |
$59.2K - $69.2K
|
41.8K
$3.7M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-719- 18.27% |
$59.9K - $69.9K
|
3.22K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-725- 1.17% |
$60.4K - $70.5K
|
61.4K
$5.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-735- 7.08% |
$61.2K - $71.5K
|
9.65K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-736- 5.9% |
$61.3K - $71.6K
|
11.7K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-750- 8.66% |
$62.5K - $73K
|
7.92K
$701K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-759- 5.87% |
$63.2K - $73.8K
|
12.2K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-768- 11.98% |
$64K - $74.7K
|
5.64K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-771- 5.08% |
$64.2K - $75K
|
14.4K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-774- 1.74% |
$64.5K - $75.3K
|
43.7K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-779- 4.34% |
$64.9K - $75.8K
|
17.2K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-785- 7.82% |
$65.4K - $76.4K
|
9.25K
$819K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-786- 3.82% |
$65.5K - $76.5K
|
19.8K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-831- 7.86% |
$69.2K - $80.8K
|
9.74K
$863K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-850- 1.09% |
$70.8K - $82.7K
|
77.5K
$6.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-862- 4.79% |
$71.8K - $83.8K
|
17.1K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-862- 12.74% |
$71.8K - $83.8K
|
5.9K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-864- 6.24% |
$72K - $84K
|
13K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-898- 20.77% |
$74.8K - $87.3K
|
3.43K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-903- 1.59% |
$75.2K - $87.8K
|
56K
$4.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-913- 11.36% |
$76.1K - $88.8K
|
7.13K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-916- 5.06% |
$76.3K - $89.1K
|
17.2K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 5.42% |
$76.7K - $89.5K
|
16.1K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-943- 4.83% |
$78.6K - $91.7K
|
18.6K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-972- 21.47% |
$81K - $94.5K
|
3.56K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-986- 0.64% |
$82.2K - $95.9K
|
152K
$13.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-992- 3.88% |
$82.7K - $96.5K
|
24.6K
$2.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 0.8% |
$83.3K - $97.3K
|
124K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 3.98% |
$85.4K - $99.7K
|
24.7K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 14.48% |
$85.4K - $99.7K
|
6.06K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.03K- 21.37% |
$85.7K - $100K
|
3.78K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 5.38% |
$85.7K - $100K
|
18.1K
$1.6M
|