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 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-100- 3.57% |
$8.33K - $9.73K
|
2.7K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-100- 3.29% |
$8.33K - $9.73K
|
2.94K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-100- 0.75% |
$8.33K - $9.73K
|
13.2K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-101- 12.55% |
$8.42K - $9.82K
|
704
$62.7K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-103Closed |
$8.58K - $10K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-104- 2.98% |
$8.67K - $10.1K
|
3.39K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-105- 11.19% |
$8.75K - $10.2K
|
833
$74.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-108- 3.6% |
$9K - $10.5K
|
2.89K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-110- 11.39% |
$9.17K - $10.7K
|
856
$76.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-113- 2.93% |
$9.42K - $11K
|
3.74K
$333K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-116- 1.41% |
$9.67K - $11.3K
|
8.14K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-121- 7.54% |
$10.1K - $11.8K
|
1.48K
$132K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-129- 0.46% |
$10.7K - $12.5K
|
28.1K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 2.74% |
$10.8K - $12.6K
|
4.61K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-132- 11.63% |
$11K - $12.8K
|
1K
$89.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-134- 0.23% |
$11.2K - $13K
|
57.5K
$5.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-137- 2.12% |
$11.4K - $13.3K
|
6.33K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-139- 0.97% |
$11.6K - $13.5K
|
14.2K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-146- 0.48% |
$12.2K - $14.2K
|
30.5K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-149- 2.66% |
$12.4K - $14.5K
|
5.46K
$486K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 1.37% |
$12.5K - $14.6K
|
10.8K
$959K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.94% |
$12.5K - $14.6K
|
3.66K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-152- 1.19% |
$12.7K - $14.8K
|
12.6K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-152- 1.72% |
$12.7K - $14.8K
|
8.68K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-158- 2.29% |
$13.2K - $15.4K
|
6.73K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-164- 1.1% |
$13.7K - $16K
|
14.8K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-165- 2.08% |
$13.7K - $16K
|
7.76K
$691K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-168- 0.99% |
$14K - $16.3K
|
16.8K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-170- 3.94% |
$14.2K - $16.5K
|
4.15K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-171- 0.38% |
$14.2K - $16.6K
|
44.7K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-172- 1.84% |
$14.3K - $16.7K
|
9.16K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-172- 1.58% |
$14.3K - $16.7K
|
10.7K
$956K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-174- 2.43% |
$14.5K - $16.9K
|
6.98K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-181- 1.21% |
$15.1K - $17.6K
|
14.8K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-184- 10.27% |
$15.3K - $17.9K
|
1.61K
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-186- 3.07% |
$15.5K - $18.1K
|
5.88K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-190- 7.65% |
$15.8K - $18.5K
|
2.3K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-190- 1.28% |
$15.8K - $18.5K
|
14.7K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-193- 5.46% |
$16.1K - $18.8K
|
3.34K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-194- 1.04% |
$16.2K - $18.9K
|
18.5K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-196- 1.01% |
$16.3K - $19.1K
|
19.1K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-196- 12.79% |
$16.3K - $19.1K
|
1.34K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-196- 32.45% |
$16.3K - $19.1K
|
408
$36.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-200- 2.49% |
$16.7K - $19.5K
|
7.83K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200- 24.24% |
$16.7K - $19.5K
|
625
$55.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-202- 6.96% |
$16.8K - $19.6K
|
2.7K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-210- 4.55% |
$17.5K - $20.4K
|
4.41K
$393K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-214- 2.72% |
$17.8K - $20.8K
|
7.65K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-218- 0.3% |
$18.2K - $21.2K
|
73.6K
$6.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-220- 5.51% |
$18.3K - $21.4K
|
3.77K
$336K
|