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 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.7K- 28.77% |
$225K - $263K
|
6.69K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.73K- 4.94% |
$227K - $265K
|
52.4K
$4.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.73K- 86.07% |
$227K - $266K
|
442
$36K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.77K- 3.0% |
$231K - $269K
|
89.6K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.77K- 1.01% |
$231K - $270K
|
272K
$22.2M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.83K- 30.95% |
$236K - $275K
|
6.31K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-2.86K- 21.2% |
$239K - $278K
|
10.6K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.92K- 10.11% |
$243K - $284K
|
25.9K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.92K- 7.41% |
$243K - $284K
|
36.5K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 3.89% |
$244K - $285K
|
72.3K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 5.88% |
$245K - $286K
|
47.1K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.99K- 23.06% |
$249K - $291K
|
9.98K
$813K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.99K- 22.16% |
$249K - $291K
|
10.5K
$857K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3K- 24.27% |
$250K - $292K
|
9.37K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.05K- 6.72% |
$254K - $296K
|
42.2K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 12.47% |
$255K - $297K
|
21.5K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.15K- 3.52% |
$262K - $306K
|
86.4K
$7.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.17K- 35.01% |
$264K - $308K
|
5.88K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.17K- 26.27% |
$264K - $308K
|
8.89K
$725K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.18K- 33.06% |
$265K - $309K
|
6.43K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.19K- 13.33% |
$265K - $310K
|
20.7K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.19K- 9.95% |
$266K - $310K
|
28.9K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.23K- 3.91% |
$269K - $314K
|
79.5K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.39K- 3.14% |
$282K - $329K
|
104K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.39K- 9.36% |
$283K - $330K
|
32.9K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.47K- 12.94% |
$289K - $337K
|
23.3K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.51K- 36.02% |
$292K - $341K
|
6.23K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.56K- 37.35% |
$297K - $346K
|
5.97K
$487K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.67K- 37.51% |
$306K - $357K
|
6.11K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.68K- 3.82% |
$307K - $358K
|
92.7K
$7.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-3.7K- 1.34% |
$308K - $360K
|
273K
$22.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.75K- 43.27% |
$312K - $365K
|
4.92K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.79K- 11.61% |
$316K - $369K
|
28.8K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 5.97% |
$327K - $382K
|
61.9K
$5.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.93K- 6.31% |
$328K - $383K
|
58.3K
$4.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.96K- 5.43% |
$330K - $385K
|
69K
$5.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.01K- 38.96% |
$334K - $390K
|
6.28K
$512K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.04K- 29.8% |
$337K - $393K
|
9.52K
$776K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 29.31% |
$337K - $393K
|
9.75K
$795K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.07K- 10.87% |
$339K - $395K
|
33.3K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.11K- 3.7% |
$343K - $400K
|
107K
$8.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.13K- 12.9% |
$344K - $402K
|
27.9K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.15K- 3.39% |
$346K - $404K
|
118K
$9.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.17K- 7.17% |
$347K - $406K
|
54K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-4.33K- 34.79% |
$361K - $421K
|
8.12K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.4K- 5.28% |
$367K - $428K
|
79K
$6.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.47K- 18.56% |
$373K - $435K
|
19.6K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.52K- 21.5% |
$376K - $439K
|
16.5K
$1.34M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.56K- 25.76% |
$380K - $443K
|
13.1K
$1.07M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.58K- 12.77% |
$381K - $445K
|
31.3K
$2.55M
|