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 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-75- 1.97% |
$6.25K - $7.3K
|
3.73K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-76- 2.28% |
$6.33K - $7.39K
|
3.26K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-76- 1.73% |
$6.33K - $7.39K
|
4.31K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-79- 2.51% |
$6.58K - $7.68K
|
3.07K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-79- 2.94% |
$6.58K - $7.68K
|
2.61K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-80- 13.79% |
$6.67K - $7.78K
|
500
$45.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-80- 2.86% |
$6.67K - $7.78K
|
2.71K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-83- 1.3% |
$6.92K - $8.07K
|
6.31K
$576K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.51% |
$7K - $8.17K
|
5.49K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-84- 0.63% |
$7K - $8.17K
|
13.2K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-87- 2.65% |
$7.25K - $8.46K
|
3.2K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-88- 0.36% |
$7.33K - $8.56K
|
24.4K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-88- 3.26% |
$7.33K - $8.56K
|
2.61K
$238K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-90- 0.86% |
$7.5K - $8.75K
|
10.3K
$943K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-95- 0.41% |
$7.92K - $9.24K
|
23.2K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 21.65% |
$8.08K - $9.44K
|
351
$32K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-99- 2.14% |
$8.25K - $9.63K
|
4.52K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-100- 2.08% |
$8.33K - $9.73K
|
4.72K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-100- 3.57% |
$8.33K - $9.73K
|
2.7K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-100- 3.29% |
$8.33K - $9.73K
|
2.94K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-101- 12.55% |
$8.42K - $9.82K
|
704
$64.2K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-103Closed |
$8.58K - $10K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-104- 2.98% |
$8.67K - $10.1K
|
3.39K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-105- 11.19% |
$8.75K - $10.2K
|
833
$76K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-108- 3.6% |
$9K - $10.5K
|
2.89K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-110- 11.39% |
$9.17K - $10.7K
|
856
$78.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-113- 2.93% |
$9.42K - $11K
|
3.74K
$341K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-116- 1.41% |
$9.67K - $11.3K
|
8.14K
$742K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-121- 7.54% |
$10.1K - $11.8K
|
1.48K
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-129- 0.46% |
$10.7K - $12.5K
|
28.1K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 2.74% |
$10.8K - $12.6K
|
4.61K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-132- 11.63% |
$11K - $12.8K
|
1K
$91.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-134- 0.23% |
$11.2K - $13K
|
57.5K
$5.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-137- 2.12% |
$11.4K - $13.3K
|
6.33K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-139- 0.97% |
$11.6K - $13.5K
|
14.2K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-146- 0.48% |
$12.2K - $14.2K
|
30.5K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-149- 2.66% |
$12.4K - $14.5K
|
5.46K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 1.37% |
$12.5K - $14.6K
|
10.8K
$983K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.94% |
$12.5K - $14.6K
|
3.66K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-152- 1.19% |
$12.7K - $14.8K
|
12.6K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-152- 1.72% |
$12.7K - $14.8K
|
8.68K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-158- 2.29% |
$13.2K - $15.4K
|
6.73K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-164- 1.1% |
$13.7K - $16K
|
14.8K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-165- 2.08% |
$13.7K - $16K
|
7.76K
$708K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-168- 0.99% |
$14K - $16.3K
|
16.8K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-170- 3.94% |
$14.2K - $16.5K
|
4.15K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-171- 0.38% |
$14.2K - $16.6K
|
44.7K
$4.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-172- 1.84% |
$14.3K - $16.7K
|
9.16K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-172- 1.58% |
$14.3K - $16.7K
|
10.7K
$979K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-174- 2.43% |
$14.5K - $16.9K
|
6.98K
$637K
|