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
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-10.5K- 70.17% |
$877K - $1.02M
|
4.48K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 4.22% |
$878K - $1.03M
|
239K
$22M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 18.04% |
$925K - $1.08M
|
50.4K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11.6K- 65.25% |
$970K - $1.13M
|
6.2K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.8K- 5.64% |
$1.07M - $1.25M
|
215K
$19.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-13.2K- 4.08% |
$1.1M - $1.28M
|
310K
$28.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 27.07% |
$1.12M - $1.31M
|
36.2K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-14K- 72.18% |
$1.17M - $1.36M
|
5.41K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-14.1K- 44.53% |
$1.18M - $1.37M
|
17.6K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-14.3K- 75.92% |
$1.19M - $1.39M
|
4.55K
$419K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-14.5K- 19.86% |
$1.21M - $1.41M
|
58.5K
$5.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-15K- 26.44% |
$1.25M - $1.45M
|
41.6K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-15K- 22.67% |
$1.25M - $1.46M
|
51.3K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 1.45% |
$1.26M - $1.48M
|
1.03M
$95M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-15.2K- 22.62% |
$1.26M - $1.48M
|
51.9K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
SELL
|
- |
-15.2K- 51.01% |
$1.27M - $1.48M
|
14.6K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.5K- 24.06% |
$1.29M - $1.51M
|
49K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 91.95% |
$1.41M - $1.64M
|
1.48K
$136K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 10.7% |
$1.45M - $1.69M
|
145K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 2.89% |
$1.49M - $1.74M
|
600K
$55.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-18.4K- 54.84% |
$1.53M - $1.79M
|
15.1K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-18.8K- 33.26% |
$1.57M - $1.83M
|
37.8K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 21.37% |
$1.57M - $1.83M
|
69.4K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19K- 3.85% |
$1.58M - $1.85M
|
474K
$43.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 5.86% |
$1.61M - $1.88M
|
310K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-19.5K- 7.13% |
$1.62M - $1.9M
|
254K
$23.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-19.5K- 5.3% |
$1.63M - $1.9M
|
349K
$32.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-20K- 39.62% |
$1.67M - $1.95M
|
30.5K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-20.3K- 45.53% |
$1.69M - $1.98M
|
24.3K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-20.6K- 20.07% |
$1.72M - $2M
|
82K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-21.7K- 40.81% |
$1.8M - $2.11M
|
31.4K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-22.4K- 69.08% |
$1.87M - $2.18M
|
10K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.9K- 11.38% |
$1.91M - $2.23M
|
178K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 7.91% |
$1.91M - $2.23M
|
267K
$24.6M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.3K- 62.96% |
$1.94M - $2.26M
|
13.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-23.4K- 46.72% |
$1.95M - $2.28M
|
26.7K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23.4K- 99.02% |
$1.95M - $2.28M
|
232
$21.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.6K- 6.67% |
$1.97M - $2.3M
|
331K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-24.2K- 48.49% |
$2.02M - $2.36M
|
25.7K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.3K- 27.26% |
$2.02M - $2.36M
|
64.8K
$5.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-24.5K- 12.64% |
$2.04M - $2.38M
|
169K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25.2K- 73.2% |
$2.1M - $2.45M
|
9.23K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.3K- 46.86% |
$2.1M - $2.46M
|
28.6K
$2.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-25.3K- 60.51% |
$2.11M - $2.46M
|
16.5K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 25.29% |
$2.18M - $2.55M
|
77.3K
$7.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-26.5K- 56.72% |
$2.21M - $2.58M
|
20.2K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-26.5K- 42.52% |
$2.21M - $2.58M
|
35.9K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.5K- 24.55% |
$2.29M - $2.67M
|
84.5K
$7.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-28.1K- 51.81% |
$2.34M - $2.74M
|
26.2K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-28.8K- 4.67% |
$2.4M - $2.8M
|
589K
$54.2M
|