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 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.94K- 35.69% |
$412K - $481K
|
8.91K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.95K- 1.01% |
$413K - $482K
|
488K
$44.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.1K- 4.41% |
$425K - $496K
|
111K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.11K- 45.68% |
$425K - $497K
|
6.07K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.16K- 6.88% |
$430K - $501K
|
69.8K
$6.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.16K- 18.29% |
$430K - $501K
|
23K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-5.28K- 23.7% |
$440K - $514K
|
17K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.33K- 5.18% |
$444K - $518K
|
97.6K
$8.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-5.47K- 31.83% |
$456K - $532K
|
11.7K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.52K- 22.97% |
$460K - $537K
|
18.5K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.56K- 8.46% |
$463K - $541K
|
60.2K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.73K- 29.46% |
$477K - $557K
|
13.7K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Menlo Advisors LLC
|
SELL
|
- |
-5.82K- 8.64% |
$485K - $566K
|
61.6K
$5.67M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-5.9K- 21.31% |
$492K - $574K
|
21.8K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.91K- 74.18% |
$492K - $574K
|
2.06K
$189K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-5.91K- 11.33% |
$492K - $575K
|
46.2K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-5.95K- 70.05% |
$496K - $579K
|
2.54K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.11K- 6.16% |
$509K - $594K
|
93K
$8.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.12K- 3.25% |
$510K - $595K
|
182K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.24K- 4.18% |
$520K - $607K
|
143K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.28K- 72.49% |
$523K - $611K
|
2.38K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.36K- 39.6% |
$529K - $618K
|
9.69K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.44K- 3.79% |
$536K - $626K
|
164K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.74K- 36.05% |
$562K - $656K
|
12K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-6.81K- 20.57% |
$568K - $663K
|
26.3K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.96K- 18.9% |
$580K - $677K
|
29.9K
$2.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7K- 10.23% |
$583K - $681K
|
61.4K
$5.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.02K- 42.86% |
$585K - $683K
|
9.36K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.34K- 8.89% |
$612K - $714K
|
75.3K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.62K- 11.39% |
$635K - $741K
|
59.3K
$5.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7.83K- 4.21% |
$652K - $762K
|
178K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-8.05K- 17.73% |
$671K - $783K
|
37.3K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.13K- 60.23% |
$677K - $791K
|
5.37K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.19K- 2.36% |
$682K - $797K
|
340K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.24K- 3.44% |
$686K - $801K
|
231K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-8.26K- 50.42% |
$688K - $803K
|
8.12K
$747K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.29K- 99.92% |
$691K - $807K
|
7
$644
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.43K- 80.99% |
$703K - $820K
|
1.98K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.45K- 4.59% |
$704K - $822K
|
176K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8.69K- 17.69% |
$724K - $845K
|
40.4K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.73K- 8.58% |
$728K - $849K
|
93K
$8.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.74K- 0.72% |
$728K - $850K
|
1.21M
$111M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-8.76K- 13.81% |
$730K - $852K
|
54.6K
$5.03M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.95K- 13.81% |
$746K - $870K
|
55.9K
$5.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-9.13K- 56.94% |
$760K - $888K
|
6.9K
$635K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9.37K- 11.34% |
$781K - $912K
|
73.3K
$6.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-9.56K- 23.43% |
$797K - $930K
|
31.3K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.2K- 14.34% |
$850K - $992K
|
61K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-10.2K- 58.76% |
$854K - $996K
|
7.19K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-10.3K- 78.34% |
$856K - $1M
|
2.84K
$261K
|