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 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 0.39% |
$3.33K - $3.89K
|
10.3K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-42- 1.25% |
$3.5K - $4.09K
|
3.33K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-42- 1.28% |
$3.5K - $4.09K
|
3.24K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 0.2% |
$3.58K - $4.18K
|
21.9K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-45- 0.99% |
$3.75K - $4.38K
|
4.5K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-46- 0.55% |
$3.83K - $4.47K
|
8.27K
$736K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 14.2% |
$3.92K - $4.57K
|
284
$25.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-47- 0.94% |
$3.92K - $4.57K
|
4.93K
$439K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-47- 1.12% |
$3.92K - $4.57K
|
4.16K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-47- 0.36% |
$3.92K - $4.57K
|
12.9K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-47- 68.12% |
$3.92K - $4.57K
|
22
$1.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-49- 22.9% |
$4.08K - $4.77K
|
165
$14.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-50- 0.58% |
$4.17K - $4.86K
|
8.5K
$757K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.12% |
$4.17K - $4.86K
|
42K
$3.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-51- 2.02% |
$4.25K - $4.96K
|
2.47K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-52- 0.56% |
$4.33K - $5.06K
|
9.16K
$816K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-53- 0.48% |
$4.42K - $5.16K
|
11.1K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-56- 2.03% |
$4.67K - $5.45K
|
2.7K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-56- 0.39% |
$4.67K - $5.45K
|
14.5K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-56- 0.58% |
$4.67K - $5.45K
|
9.54K
$850K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 28.29% |
$4.83K - $5.64K
|
147
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 0.4% |
$4.83K - $5.64K
|
14.4K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-60- 0.94% |
$5K - $5.84K
|
6.31K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-60- 2.4% |
$5K - $5.84K
|
2.44K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-61- 0.09% |
$5.08K - $5.93K
|
64.8K
$5.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-65- 1.6% |
$5.42K - $6.32K
|
4K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-65- 1.2% |
$5.42K - $6.32K
|
5.33K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-67- 10.65% |
$5.58K - $6.52K
|
562
$50K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-70- 2.66% |
$5.83K - $6.81K
|
2.57K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-70- 2.22% |
$5.83K - $6.81K
|
3.09K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-74- 0.28% |
$6.17K - $7.2K
|
26K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-75- 2.32% |
$6.25K - $7.3K
|
3.15K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-75- 1.97% |
$6.25K - $7.3K
|
3.73K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-76- 2.28% |
$6.33K - $7.39K
|
3.26K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-76- 1.73% |
$6.33K - $7.39K
|
4.31K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-79- 2.51% |
$6.58K - $7.68K
|
3.07K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-79- 2.94% |
$6.58K - $7.68K
|
2.61K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-80- 13.79% |
$6.67K - $7.78K
|
500
$44.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-80- 2.86% |
$6.67K - $7.78K
|
2.71K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-83- 1.3% |
$6.92K - $8.07K
|
6.31K
$562K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.51% |
$7K - $8.17K
|
5.49K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-84- 0.63% |
$7K - $8.17K
|
13.2K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-87- 2.65% |
$7.25K - $8.46K
|
3.2K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-88- 0.36% |
$7.33K - $8.56K
|
24.4K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-88- 3.26% |
$7.33K - $8.56K
|
2.61K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-90- 0.86% |
$7.5K - $8.75K
|
10.3K
$920K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-95- 0.41% |
$7.92K - $9.24K
|
23.2K
$2.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 21.65% |
$8.08K - $9.44K
|
351
$31.3K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-99- 2.14% |
$8.25K - $9.63K
|
4.52K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-100- 2.08% |
$8.33K - $9.73K
|
4.72K
$420K
|