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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-541- 24.77% |
$45.1K - $52.6K
|
1.64K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-548- 18.16% |
$45.7K - $53.3K
|
2.47K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-550- 6.97% |
$45.8K - $53.5K
|
7.34K
$676K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-557- 8.87% |
$46.4K - $54.2K
|
5.72K
$526K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-557- 3.8% |
$46.4K - $54.2K
|
14.1K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-560- 0.99% |
$46.7K - $54.5K
|
56K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-561- 12.1% |
$46.7K - $54.6K
|
4.08K
$375K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-562- 2.84% |
$46.8K - $54.7K
|
19.2K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-569- 1.24% |
$47.4K - $55.3K
|
45.3K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-575- 7.17% |
$47.9K - $55.9K
|
7.44K
$685K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-577- 6.1% |
$48.1K - $56.1K
|
8.89K
$818K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-584- 7.32% |
$48.7K - $56.8K
|
7.39K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-587- 12.78% |
$48.9K - $57.1K
|
4.01K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-589- 1.13% |
$49.1K - $57.3K
|
51.7K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-590- 2.63% |
$49.2K - $57.4K
|
21.8K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-596- 16.75% |
$49.7K - $58K
|
2.96K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-610- 4.72% |
$50.8K - $59.3K
|
12.3K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-614- 16.05% |
$51.2K - $59.7K
|
3.21K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-634- 0.03% |
$52.8K - $61.7K
|
2.16M
$199M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-645- 5.79% |
$53.7K - $62.7K
|
10.5K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-653- 20.15% |
$54.4K - $63.5K
|
2.59K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-681- 7.46% |
$56.7K - $66.2K
|
8.45K
$777K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-683- 6.53% |
$56.9K - $66.4K
|
9.78K
$900K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-685- 20.01% |
$57.1K - $66.6K
|
2.74K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-693- 1.88% |
$57.7K - $67.4K
|
36.2K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-702- 4.17% |
$58.5K - $68.3K
|
16.1K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-708- 13.8% |
$59K - $68.9K
|
4.42K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-710- 18.77% |
$59.2K - $69.1K
|
3.07K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 1.67% |
$59.2K - $69.2K
|
41.8K
$3.85M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-719- 18.27% |
$59.9K - $69.9K
|
3.22K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-720- 12.03% |
$60K - $70K
|
5.27K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-725- 1.17% |
$60.4K - $70.5K
|
61.4K
$5.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-728- 45.84% |
$60.7K - $70.8K
|
860
$79.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-730- 5.42% |
$60.8K - $71K
|
12.7K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-735- 7.08% |
$61.2K - $71.5K
|
9.65K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-736- 5.9% |
$61.3K - $71.6K
|
11.7K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-750- 8.66% |
$62.5K - $73K
|
7.92K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-755- 2.64% |
$62.9K - $73.4K
|
27.8K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-759- 5.87% |
$63.2K - $73.8K
|
12.2K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-768- 11.98% |
$64K - $74.7K
|
5.64K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-770- 16.96% |
$64.2K - $74.9K
|
3.77K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-771- 5.08% |
$64.2K - $75K
|
14.4K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-774- 1.74% |
$64.5K - $75.3K
|
43.7K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-774- 8.96% |
$64.5K - $75.3K
|
7.86K
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-779- 4.34% |
$64.9K - $75.8K
|
17.2K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-785- 7.82% |
$65.4K - $76.4K
|
9.25K
$851K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-785- 24.56% |
$65.4K - $76.4K
|
2.41K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-786- 3.82% |
$65.5K - $76.5K
|
19.8K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-790- 1.36% |
$65.8K - $76.8K
|
57.3K
$5.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-792- 15.75% |
$66K - $77K
|
4.24K
$390K
|