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 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-30- 0.85% |
$2.5K - $2.92K
|
3.51K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-31- 0.5% |
$2.58K - $3.02K
|
6.17K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-31- 0.17% |
$2.58K - $3.02K
|
18.3K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-33- 2.94% |
$2.75K - $3.21K
|
1.09K
$99.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35- 0.36% |
$2.92K - $3.4K
|
9.71K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-40- 0.63% |
$3.33K - $3.89K
|
6.33K
$576K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 5.03% |
$3.33K - $3.89K
|
755
$68.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-40- 0.69% |
$3.33K - $3.89K
|
5.79K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-40- 0.39% |
$3.33K - $3.89K
|
10.3K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-42- 1.25% |
$3.5K - $4.09K
|
3.33K
$303K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-42- 1.28% |
$3.5K - $4.09K
|
3.24K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-43- 0.2% |
$3.58K - $4.18K
|
21.9K
$1.99M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-43- 18.45% |
$3.58K - $4.18K
|
190
$17.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-45- 0.99% |
$3.75K - $4.38K
|
4.5K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-46- 0.55% |
$3.83K - $4.47K
|
8.27K
$753K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 14.2% |
$3.92K - $4.57K
|
284
$25.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-47- 0.94% |
$3.92K - $4.57K
|
4.93K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-47- 1.12% |
$3.92K - $4.57K
|
4.16K
$379K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-47- 0.36% |
$3.92K - $4.57K
|
12.9K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-47- 68.12% |
$3.92K - $4.57K
|
22
$2K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-48- 1.7% |
$4K - $4.67K
|
2.77K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-49- 22.9% |
$4.08K - $4.77K
|
165
$15K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-50- 0.58% |
$4.17K - $4.86K
|
8.5K
$774K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.12% |
$4.17K - $4.86K
|
42K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-51- 2.02% |
$4.25K - $4.96K
|
2.47K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-52- 0.56% |
$4.33K - $5.06K
|
9.16K
$834K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-53- 0.48% |
$4.42K - $5.16K
|
11.1K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-56- 2.03% |
$4.67K - $5.45K
|
2.7K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-56- 0.39% |
$4.67K - $5.45K
|
14.5K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-56- 0.58% |
$4.67K - $5.45K
|
9.54K
$869K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 28.29% |
$4.83K - $5.64K
|
147
$13.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 0.4% |
$4.83K - $5.64K
|
14.4K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-60- 0.94% |
$5K - $5.84K
|
6.31K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-60- 2.4% |
$5K - $5.84K
|
2.44K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-61- 0.09% |
$5.08K - $5.93K
|
64.8K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-62- 0.73% |
$5.17K - $6.03K
|
8.4K
$764K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-64- 3.31% |
$5.33K - $6.23K
|
1.87K
$170K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-65- 1.6% |
$5.42K - $6.32K
|
4K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-65- 1.2% |
$5.42K - $6.32K
|
5.33K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 72.22% |
$5.42K - $6.32K
|
25
$2.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-67- 10.65% |
$5.58K - $6.52K
|
562
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-67- 0.89% |
$5.58K - $6.52K
|
7.46K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-70- 2.66% |
$5.83K - $6.81K
|
2.57K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-70- 2.22% |
$5.83K - $6.81K
|
3.09K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-74- 0.28% |
$6.17K - $7.2K
|
26K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-75- 2.32% |
$6.25K - $7.3K
|
3.15K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-75- 1.97% |
$6.25K - $7.3K
|
3.73K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-76- 2.28% |
$6.33K - $7.39K
|
3.26K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-76- 1.73% |
$6.33K - $7.39K
|
4.31K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-79- 2.51% |
$6.58K - $7.68K
|
3.07K
$279K
|