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 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.75K- 11.11% |
$146K - $170K
|
14K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.76K- 38.02% |
$146K - $171K
|
2.86K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 11.57% |
$150K - $175K
|
13.7K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.81K- 8.57% |
$151K - $176K
|
19.3K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.81K- 11.9% |
$151K - $176K
|
13.4K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.87K- 3.26% |
$155K - $181K
|
55.4K
$4.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.87K- 6.03% |
$156K - $182K
|
29.1K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.88K- 10.36% |
$156K - $183K
|
16.2K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.89K- 3.85% |
$157K - $184K
|
47.2K
$4.21M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.91K- 5.81% |
$159K - $185K
|
30.9K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.95K- 5.78% |
$162K - $189K
|
31.7K
$2.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.95K- 4.46% |
$162K - $189K
|
41.7K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.95K- 6.05% |
$162K - $190K
|
30.3K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-2K- 2.67% |
$167K - $195K
|
73K
$6.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2K- 34.32% |
$167K - $195K
|
3.83K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-2.05K- 1.59% |
$171K - $200K
|
127K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.06K- 10.6% |
$171K - $200K
|
17.3K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.07K- 7.74% |
$172K - $201K
|
24.6K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.15K- 0.94% |
$179K - $209K
|
227K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.17K- 45.96% |
$181K - $211K
|
2.55K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.21K- 26.07% |
$184K - $215K
|
6.27K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.24K- 3.7% |
$187K - $218K
|
58.3K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.25K- 5.93% |
$187K - $219K
|
35.7K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.31K- 29.41% |
$193K - $225K
|
5.55K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.32K- 15.38% |
$193K - $225K
|
12.7K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.34K- 98.15% |
$195K - $227K
|
44
$3.92K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.41K- 48.14% |
$201K - $235K
|
2.6K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.44K- 92.41% |
$203K - $237K
|
200
$17.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.49K- 0.24% |
$207K - $242K
|
1.04M
$92.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.52K- 16.41% |
$210K - $245K
|
12.8K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.58K- 2.32% |
$215K - $251K
|
108K
$9.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.66K- 8.77% |
$222K - $259K
|
27.7K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.7K- 28.77% |
$225K - $263K
|
6.69K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.73K- 4.94% |
$227K - $265K
|
52.4K
$4.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.73K- 86.07% |
$227K - $266K
|
442
$39.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.77K- 3.0% |
$231K - $269K
|
89.6K
$7.98M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.83K- 30.95% |
$236K - $275K
|
6.31K
$562K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-2.86K- 21.2% |
$239K - $278K
|
10.6K
$947K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.92K- 7.41% |
$243K - $284K
|
36.5K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 5.88% |
$245K - $286K
|
47.1K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.99K- 23.06% |
$249K - $291K
|
9.98K
$888K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.99K- 22.16% |
$249K - $291K
|
10.5K
$936K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3K- 24.27% |
$250K - $292K
|
9.37K
$835K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 12.47% |
$255K - $297K
|
21.5K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.15K- 3.52% |
$262K - $306K
|
86.4K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.17K- 35.01% |
$264K - $308K
|
5.88K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.17K- 26.27% |
$264K - $308K
|
8.89K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.18K- 33.06% |
$265K - $309K
|
6.43K
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.19K- 13.33% |
$265K - $310K
|
20.7K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.19K- 9.95% |
$266K - $310K
|
28.9K
$2.57M
|