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 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-32.3K- 65.25% |
$2.69M - $3.14M
|
17.2K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.1K- 37.71% |
$2.76M - $3.22M
|
54.6K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33.1K- 25.81% |
$2.76M - $3.22M
|
95.3K
$8.69M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33.5K- 91.23% |
$2.79M - $3.25M
|
3.22K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-36.5K- 76.98% |
$3.04M - $3.55M
|
10.9K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-43.6K- 42.91% |
$3.64M - $4.24M
|
58K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-43.7K- 33.82% |
$3.64M - $4.25M
|
85.5K
$7.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.3K- 6.99% |
$3.69M - $4.31M
|
590K
$53.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.2K- 83.58% |
$3.76M - $4.39M
|
8.87K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-51.1K- 53.74% |
$4.26M - $4.97M
|
44K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
SELL
|
- |
-64.3K- 25.21% |
$5.36M - $6.25M
|
191K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-64.4K- 41.0% |
$5.36M - $6.26M
|
92.7K
$8.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-66.2K- 98.61% |
$5.51M - $6.44M
|
934
$85.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-67.1K- 92.0% |
$5.59M - $6.53M
|
5.84K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-69.9K- 12.36% |
$5.82M - $6.79M
|
495K
$45.2M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-76K- 45.83% |
$6.34M - $7.4M
|
89.9K
$8.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-77.9K- 12.91% |
$6.49M - $7.57M
|
525K
$47.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-79.9K- 36.69% |
$6.65M - $7.77M
|
138K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-82.8K- 38.94% |
$6.9M - $8.05M
|
130K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.2K- 10.04% |
$6.93M - $8.09M
|
745K
$68M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-91.3K- 52.38% |
$7.61M - $8.88M
|
83K
$7.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-96.3K- 26.57% |
$8.03M - $9.37M
|
266K
$24.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-124K- 98.0% |
$10.3M - $12.1M
|
2.53K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-126K- 52.42% |
$10.5M - $12.2M
|
114K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-162K- 36.9% |
$13.5M - $15.7M
|
277K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-165K- 97.68% |
$13.8M - $16.1M
|
3.93K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-209K- 77.78% |
$17.4M - $20.3M
|
59.6K
$5.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-209K- 62.18% |
$17.4M - $20.3M
|
127K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-267K- 76.03% |
$22.2M - $25.9M
|
84K
$7.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-333K- 98.83% |
$27.7M - $32.4M
|
3.93K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-406K- 4.87% |
$33.8M - $39.5M
|
7.92M
$722M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-504K- 54.81% |
$42M - $49M
|
416K
$37.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-778K- 97.41% |
$64.8M - $75.6M
|
20.7K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.19M- 42.01% |
$99.5M - $116M
|
1.65M
$150M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.46M- 79.9% |
$121M - $142M
|
367K
$33.4M
|