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 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.93K- 6.31% |
$328K - $383K
|
58.3K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.96K- 5.43% |
$330K - $385K
|
69K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.01K- 38.96% |
$334K - $390K
|
6.28K
$556K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.04K- 29.8% |
$337K - $393K
|
9.52K
$843K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 29.31% |
$337K - $393K
|
9.75K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.07K- 10.87% |
$339K - $395K
|
33.3K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.11K- 3.7% |
$343K - $400K
|
107K
$9.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.13K- 12.9% |
$344K - $402K
|
27.9K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.15K- 3.39% |
$346K - $404K
|
118K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.17K- 7.17% |
$347K - $406K
|
54K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-4.33K- 34.79% |
$361K - $421K
|
8.12K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.4K- 5.28% |
$367K - $428K
|
79K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.47K- 18.56% |
$373K - $435K
|
19.6K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.52K- 21.5% |
$376K - $439K
|
16.5K
$1.46M
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.54K- 19.64% |
$378K - $441K
|
18.6K
$1.64M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.56K- 25.76% |
$380K - $443K
|
13.1K
$1.16M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-4.58K- 12.77% |
$381K - $445K
|
31.3K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.6K- 43.0% |
$383K - $447K
|
6.09K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.63K- 29.0% |
$386K - $451K
|
11.3K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.64K- 44.58% |
$387K - $451K
|
5.77K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.7K- 3.09% |
$391K - $457K
|
147K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.71K- 14.52% |
$392K - $458K
|
27.7K
$2.46M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-4.75K- 21.02% |
$396K - $462K
|
17.9K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.82K- 65.05% |
$402K - $469K
|
2.59K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.85K- 5.67% |
$404K - $472K
|
80.7K
$7.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.92K- 4.96% |
$410K - $479K
|
94.3K
$8.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.94K- 35.69% |
$412K - $481K
|
8.91K
$789K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.95K- 1.01% |
$413K - $482K
|
488K
$43.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.1K- 4.41% |
$425K - $496K
|
111K
$9.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.11K- 45.68% |
$425K - $497K
|
6.07K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.16K- 6.88% |
$430K - $501K
|
69.8K
$6.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.16K- 18.29% |
$430K - $501K
|
23K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-5.28K- 23.7% |
$440K - $514K
|
17K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.33K- 5.18% |
$444K - $518K
|
97.6K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-5.47K- 31.83% |
$456K - $532K
|
11.7K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.52K- 22.97% |
$460K - $537K
|
18.5K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.56K- 8.46% |
$463K - $541K
|
60.2K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.73K- 29.46% |
$477K - $557K
|
13.7K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-5.82K- 8.64% |
$485K - $566K
|
61.6K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-5.9K- 21.31% |
$492K - $574K
|
21.8K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.91K- 74.18% |
$492K - $574K
|
2.06K
$182K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-5.91K- 11.33% |
$492K - $575K
|
46.2K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-5.95K- 70.05% |
$496K - $579K
|
2.54K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.11K- 6.16% |
$509K - $594K
|
93K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.12K- 3.25% |
$510K - $595K
|
182K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.24K- 4.18% |
$520K - $607K
|
143K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.28K- 72.49% |
$523K - $611K
|
2.38K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.36K- 39.6% |
$529K - $618K
|
9.69K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.44K- 3.79% |
$536K - $626K
|
164K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 36.05% |
$562K - $656K
|
12K
$1.06M
|