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
|
Banco Santander, S.A.
|
SELL
|
- |
-8.05K- 17.73% |
$671K - $783K
|
37.3K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.19K- 2.36% |
$682K - $797K
|
340K
$31M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-8.26K- 50.42% |
$688K - $803K
|
8.12K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.29K- 99.92% |
$691K - $807K
|
7
$639
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8.69K- 17.69% |
$724K - $845K
|
40.4K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.73K- 8.58% |
$728K - $849K
|
93K
$8.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-8.76K- 13.81% |
$730K - $852K
|
54.6K
$4.99M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.95K- 13.81% |
$746K - $870K
|
55.9K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-9.13K- 56.94% |
$760K - $888K
|
6.9K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9.37K- 11.34% |
$781K - $912K
|
73.3K
$6.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-9.56K- 23.43% |
$797K - $930K
|
31.3K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-10.2K- 58.76% |
$854K - $996K
|
7.19K
$656K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 78.34% |
$856K - $1M
|
2.84K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-10.5K- 70.17% |
$877K - $1.02M
|
4.48K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 18.04% |
$925K - $1.08M
|
50.4K
$4.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11.6K- 65.25% |
$970K - $1.13M
|
6.2K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13.2K- 4.08% |
$1.1M - $1.28M
|
310K
$28.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-14K- 72.18% |
$1.17M - $1.36M
|
5.41K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-14.1K- 44.53% |
$1.18M - $1.37M
|
17.6K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-14.3K- 75.92% |
$1.19M - $1.39M
|
4.55K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.5K- 19.86% |
$1.21M - $1.41M
|
58.5K
$5.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-15K- 26.44% |
$1.25M - $1.45M
|
41.6K
$3.79M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-15K- 22.67% |
$1.25M - $1.46M
|
51.3K
$4.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 1.45% |
$1.26M - $1.48M
|
1.03M
$94.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-15.2K- 22.62% |
$1.26M - $1.48M
|
51.9K
$4.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 10.7% |
$1.45M - $1.69M
|
145K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 2.89% |
$1.49M - $1.74M
|
600K
$54.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-18.4K- 54.84% |
$1.53M - $1.79M
|
15.1K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-18.8K- 33.26% |
$1.57M - $1.83M
|
37.8K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 21.37% |
$1.57M - $1.83M
|
69.4K
$6.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19K- 3.85% |
$1.58M - $1.85M
|
474K
$43.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 5.86% |
$1.61M - $1.88M
|
310K
$28.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-19.5K- 5.3% |
$1.63M - $1.9M
|
349K
$31.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-22.4K- 69.08% |
$1.87M - $2.18M
|
10K
$914K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.3K- 62.96% |
$1.94M - $2.26M
|
13.7K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-23.4K- 46.72% |
$1.95M - $2.28M
|
26.7K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-24.5K- 12.64% |
$2.04M - $2.38M
|
169K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25.2K- 73.2% |
$2.1M - $2.45M
|
9.23K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 25.29% |
$2.18M - $2.55M
|
77.3K
$7.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26.5K- 56.72% |
$2.21M - $2.58M
|
20.2K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-26.5K- 42.52% |
$2.21M - $2.58M
|
35.9K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.5K- 24.55% |
$2.29M - $2.67M
|
84.5K
$7.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-28.1K- 51.81% |
$2.34M - $2.74M
|
26.2K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-28.8K- 4.67% |
$2.4M - $2.8M
|
589K
$53.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.2K- 78.33% |
$2.43M - $2.84M
|
8.07K
$736K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-29.9K- 4.92% |
$2.49M - $2.9M
|
577K
$52.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-30.2K- 99.93% |
$2.52M - $2.94M
|
20
$1.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.2K- 47.71% |
$2.6M - $3.04M
|
34.2K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-31.2K- 13.03% |
$2.6M - $3.04M
|
209K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-31.4K- 91.7% |
$2.62M - $3.06M
|
2.85K
$260K
|