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 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$250 - $292
|
3.36K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3+ 15.0% |
$250 - $292
|
23
$2.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.1% |
$250 - $292
|
3.08K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.54% |
$167 - $195
|
371
$32.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 0.6% |
$167 - $195
|
338
$29.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.84% |
$167 - $195
|
241
$21.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$83.3 - $97.3
|
1.1K
$96.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.39% |
$83.3 - $97.3
|
73
$6.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.03% |
$83.3 - $97.3
|
3.31K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.12% |
$83.3 - $97.3
|
870
$76.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 1.25% |
$83.3 - $97.3
|
81
$7.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.75% |
$83.3 - $97.3
|
135
$11.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
1+ 0.61% |
$83.3 - $97.3
|
166
$14.5K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$83.3 - $97.3
|
11.1K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.04% |
$83.3 - $97.3
|
2.72K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1- 0.04% |
$83.3 - $97.3
|
2.67K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2- 0.02% |
$167 - $195
|
10.3K
$900K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.06% |
$167 - $195
|
3.54K
$310K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-4- 0.14% |
$333 - $389
|
2.8K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.14% |
$583 - $681
|
5.13K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9- 0.16% |
$750 - $875
|
5.57K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.36% |
$833 - $973
|
2.76K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-11- 0.1% |
$917 - $1.07K
|
10.6K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 0.08% |
$917 - $1.07K
|
13.3K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-14- 0.18% |
$1.17K - $1.36K
|
7.82K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-14- 0.07% |
$1.17K - $1.36K
|
19.8K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.51% |
$1.25K - $1.46K
|
2.92K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.53% |
$1.33K - $1.56K
|
3.01K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 2.13% |
$1.33K - $1.56K
|
734
$64.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 3.6% |
$1.5K - $1.75K
|
482
$42.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-20- 0.2% |
$1.67K - $1.95K
|
10.1K
$885K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 41.67% |
$1.67K - $1.95K
|
28
$2.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.53% |
$1.67K - $1.95K
|
3.72K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-21- 0.14% |
$1.75K - $2.04K
|
15.2K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-23- 3.93% |
$1.92K - $2.24K
|
562
$49.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24- 0.19% |
$2K - $2.33K
|
12.3K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-30- 0.39% |
$2.5K - $2.92K
|
7.66K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-30- 0.62% |
$2.5K - $2.92K
|
4.81K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-31- 0.5% |
$2.58K - $3.02K
|
6.17K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-33- 2.94% |
$2.75K - $3.21K
|
1.09K
$95.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35- 0.36% |
$2.92K - $3.4K
|
9.71K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 5.03% |
$3.33K - $3.89K
|
755
$66.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-40- 0.63% |
$3.33K - $3.89K
|
6.33K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-42- 1.25% |
$3.5K - $4.09K
|
3.33K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 0.2% |
$3.58K - $4.18K
|
21.9K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-45- 0.99% |
$3.75K - $4.38K
|
4.5K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-46- 0.55% |
$3.83K - $4.47K
|
8.27K
$725K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-47- 1.12% |
$3.92K - $4.57K
|
4.16K
$365K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 14.2% |
$3.92K - $4.57K
|
284
$24.9K
|