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 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.2K- 78.33% |
$2.43M - $2.84M
|
8.07K
$743K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-29.9K- 4.92% |
$2.49M - $2.9M
|
577K
$53.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-30.2K- 99.93% |
$2.52M - $2.94M
|
20
$1.84K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.2K- 47.71% |
$2.6M - $3.04M
|
34.2K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-31.2K- 13.03% |
$2.6M - $3.04M
|
209K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-31.4K- 91.7% |
$2.62M - $3.06M
|
2.85K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-32.3K- 65.25% |
$2.69M - $3.14M
|
17.2K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.1K- 37.71% |
$2.76M - $3.22M
|
54.6K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33.1K- 25.81% |
$2.76M - $3.22M
|
95.3K
$8.77M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-33.5K- 91.23% |
$2.79M - $3.25M
|
3.22K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-34.4K- 1.02% |
$2.87M - $3.35M
|
3.32M
$306M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.2K- 3.81% |
$3.02M - $3.52M
|
915K
$84.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-36.5K- 76.98% |
$3.04M - $3.55M
|
10.9K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.6K- 5.49% |
$3.22M - $3.76M
|
665K
$61.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-43.6K- 42.91% |
$3.64M - $4.24M
|
58K
$5.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-43.7K- 33.82% |
$3.64M - $4.25M
|
85.5K
$7.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.3K- 6.99% |
$3.69M - $4.31M
|
590K
$54.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.2K- 83.58% |
$3.76M - $4.39M
|
8.87K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-50K- 19.16% |
$4.17M - $4.86M
|
211K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-51.1K- 53.74% |
$4.26M - $4.97M
|
44K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-51.5K- 93.68% |
$4.29M - $5.01M
|
3.48K
$320K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-56.3K- 95.67% |
$4.69M - $5.48M
|
2.55K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
SELL
|
- |
-64.3K- 25.21% |
$5.36M - $6.25M
|
191K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-64.4K- 41.0% |
$5.36M - $6.26M
|
92.7K
$8.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-66.2K- 98.61% |
$5.51M - $6.44M
|
934
$85.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-67.1K- 92.0% |
$5.59M - $6.53M
|
5.84K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-68.1K- 9.75% |
$5.67M - $6.62M
|
630K
$58M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-69.9K- 12.36% |
$5.82M - $6.79M
|
495K
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-71.6K- 44.64% |
$5.97M - $6.97M
|
88.8K
$8.18M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-76K- 45.83% |
$6.34M - $7.4M
|
89.9K
$8.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-77.9K- 12.91% |
$6.49M - $7.57M
|
525K
$48.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-79.9K- 36.69% |
$6.65M - $7.77M
|
138K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-82.8K- 38.94% |
$6.9M - $8.05M
|
130K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83.2K- 10.04% |
$6.93M - $8.09M
|
745K
$68.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-91.3K- 52.38% |
$7.61M - $8.88M
|
83K
$7.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-96.3K- 76.09% |
$8.02M - $9.36M
|
30.2K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-96.3K- 26.57% |
$8.03M - $9.37M
|
266K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-115K- 38.97% |
$9.6M - $11.2M
|
180K
$16.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-120K- 47.29% |
$10M - $11.7M
|
134K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-124K- 98.0% |
$10.3M - $12.1M
|
2.53K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-126K- 52.42% |
$10.5M - $12.2M
|
114K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-133K- 22.4% |
$11.1M - $12.9M
|
460K
$42.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-162K- 36.9% |
$13.5M - $15.7M
|
277K
$25.5M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-165K- 97.68% |
$13.8M - $16.1M
|
3.93K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-167K- 100.0% |
$13.9M - $16.2M
|
1
$92
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-190K- 97.14% |
$15.9M - $18.5M
|
5.6K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-193K- 5.44% |
$16.1M - $18.8M
|
3.36M
$309M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-209K- 77.78% |
$17.4M - $20.3M
|
59.6K
$5.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-209K- 62.18% |
$17.4M - $20.3M
|
127K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-214K- 6.62% |
$17.8M - $20.8M
|
3.01M
$277M
|