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 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.48K- 13.22% |
$124K - $144K
|
9.74K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.49K- 15.3% |
$124K - $145K
|
8.25K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.5K- 3.27% |
$125K - $145K
|
44.2K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.5K- 21.43% |
$125K - $146K
|
5.5K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.51K- 11.26% |
$126K - $147K
|
11.9K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.52K- 30.27% |
$127K - $148K
|
3.5K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.54K- 4.9% |
$128K - $150K
|
29.8K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.54K- 5.17% |
$128K - $150K
|
28.3K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.54K- 27.09% |
$128K - $150K
|
4.15K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.56K- 4.51% |
$130K - $152K
|
33K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 1.72% |
$130K - $152K
|
89.1K
$7.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.6K- 7.49% |
$133K - $155K
|
19.7K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.6K- 12.16% |
$133K - $155K
|
11.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.63K- 13.97% |
$135K - $158K
|
10K
$887K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.63K- 0.46% |
$135K - $158K
|
353K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.67K- 38.15% |
$139K - $162K
|
2.7K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.69K- 14.84% |
$141K - $165K
|
9.71K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.7K- 5.66% |
$141K - $165K
|
28.3K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.7K- 39.08% |
$142K - $165K
|
2.65K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.7K- 29.41% |
$142K - $166K
|
4.09K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.74K- 3.59% |
$145K - $169K
|
46.8K
$4.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.75K- 11.11% |
$146K - $170K
|
14K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.76K- 38.02% |
$146K - $171K
|
2.86K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.76K- 3.9% |
$147K - $172K
|
43.5K
$3.85M
|
|
|
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
$1.71M
|
|
|
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
$4.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.87K- 6.03% |
$156K - $182K
|
29.1K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.88K- 10.36% |
$156K - $183K
|
16.2K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 7.1% |
$157K - $183K
|
24.6K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.89K- 3.85% |
$157K - $184K
|
47.2K
$4.19M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.91K- 5.81% |
$159K - $185K
|
30.9K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.95K- 5.78% |
$162K - $189K
|
31.7K
$2.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.95K- 4.46% |
$162K - $189K
|
41.7K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.95K- 6.05% |
$162K - $190K
|
30.3K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.96K- 81.97% |
$163K - $190K
|
430
$38.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-2K- 2.67% |
$167K - $195K
|
73K
$6.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2K- 34.32% |
$167K - $195K
|
3.83K
$339K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-2.05K- 1.59% |
$171K - $200K
|
127K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.06K- 10.6% |
$171K - $200K
|
17.3K
$1.53M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.06K- 39.5% |
$171K - $200K
|
3.15K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.07K- 7.74% |
$172K - $201K
|
24.6K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.08K- 3.76% |
$174K - $203K
|
53.4K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.09K- 2.77% |
$174K - $203K
|
73.1K
$6.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.15K- 0.94% |
$179K - $209K
|
227K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.17K- 45.96% |
$181K - $211K
|
2.55K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-2.17K- 26.66% |
$181K - $211K
|
5.98K
$530K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.19K- 4.15% |
$182K - $213K
|
50.5K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.21K- 26.07% |
$184K - $215K
|
6.27K
$556K
|