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 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200- 24.24% |
$16.7K - $19.5K
|
625
$56.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-202- 6.96% |
$16.8K - $19.6K
|
2.7K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-210- 4.55% |
$17.5K - $20.4K
|
4.41K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-211- 4.43% |
$17.6K - $20.5K
|
4.56K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-214- 2.72% |
$17.8K - $20.8K
|
7.65K
$689K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-218- 0.3% |
$18.2K - $21.2K
|
73.6K
$6.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-220- 5.51% |
$18.3K - $21.4K
|
3.77K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
SELL
|
- |
-223- 5.97% |
$18.6K - $21.7K
|
3.51K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-234- 55.32% |
$19.5K - $22.8K
|
189
$17K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-238- 12.72% |
$19.8K - $23.2K
|
1.63K
$147K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-238- 3.53% |
$19.8K - $23.2K
|
6.51K
$587K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-240- 82.76% |
$20K - $23.3K
|
50
$4.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-245- 2.95% |
$20.4K - $23.8K
|
8.05K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-248- 3.15% |
$20.7K - $24.1K
|
7.62K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-250- 4.69% |
$20.8K - $24.3K
|
5.08K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-253- 1.42% |
$21.1K - $24.6K
|
17.6K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-258- 3.58% |
$21.5K - $25.1K
|
6.96K
$627K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-261- 2.95% |
$21.7K - $25.4K
|
8.58K
$773K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-267- 18.35% |
$22.2K - $26K
|
1.19K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-269- 7.37% |
$22.4K - $26.2K
|
3.38K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-272- 1.03% |
$22.7K - $26.5K
|
26.2K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-272- 1.41% |
$22.7K - $26.5K
|
19K
$1.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-275- 11.0% |
$22.9K - $26.7K
|
2.23K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-275- 5.02% |
$22.9K - $26.7K
|
5.2K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-280- 1.05% |
$23.3K - $27.2K
|
26.4K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-280- 29.02% |
$23.3K - $27.2K
|
685
$61.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-286- 3.12% |
$23.8K - $27.8K
|
8.88K
$800K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-298- 2.63% |
$24.8K - $29K
|
11K
$995K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-299- 8.42% |
$24.9K - $29.1K
|
3.25K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-299- 5.57% |
$24.9K - $29.1K
|
5.07K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 2.81% |
$25K - $29.2K
|
10.4K
$935K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 6.54% |
$25K - $29.2K
|
4.28K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-303- 2.46% |
$25.2K - $29.5K
|
12K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-304- 4.5% |
$25.3K - $29.6K
|
6.45K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-306- 10.5% |
$25.5K - $29.8K
|
2.61K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-310- 0.41% |
$25.8K - $30.2K
|
74.6K
$6.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-311- 3.08% |
$25.9K - $30.3K
|
9.79K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-311- 1.35% |
$25.9K - $30.3K
|
22.7K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-321- 0.44% |
$26.7K - $31.2K
|
73.3K
$6.6M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-321- 11.84% |
$26.7K - $31.2K
|
2.39K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-323- 24.34% |
$26.9K - $31.4K
|
1K
$90.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-325- 8.13% |
$27.1K - $31.6K
|
3.67K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-325- 2.26% |
$27.1K - $31.6K
|
14K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-325- 1.63% |
$27.1K - $31.6K
|
19.7K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-336- 74.01% |
$28K - $32.7K
|
118
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-336- 6.15% |
$28K - $32.7K
|
5.13K
$462K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-340- 1.69% |
$28.3K - $33.1K
|
19.8K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-344- 3.58% |
$28.7K - $33.5K
|
9.25K
$833K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-356- 13.34% |
$29.7K - $34.6K
|
2.31K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-356- 5.73% |
$29.7K - $34.6K
|
5.86K
$528K
|