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 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-304- 4.5% |
$25.3K - $29.6K
|
6.45K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-306- 10.5% |
$25.5K - $29.8K
|
2.61K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-310- 0.41% |
$25.8K - $30.2K
|
74.6K
$6.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-311- 3.08% |
$25.9K - $30.3K
|
9.79K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-311- 1.35% |
$25.9K - $30.3K
|
22.7K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-321- 0.44% |
$26.7K - $31.2K
|
73.3K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-321- 11.84% |
$26.7K - $31.2K
|
2.39K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-323- 24.34% |
$26.9K - $31.4K
|
1K
$91.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-325- 8.13% |
$27.1K - $31.6K
|
3.67K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-325- 2.26% |
$27.1K - $31.6K
|
14K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-325- 1.63% |
$27.1K - $31.6K
|
19.7K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-336- 74.01% |
$28K - $32.7K
|
118
$10.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-336- 6.15% |
$28K - $32.7K
|
5.13K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-340- 1.69% |
$28.3K - $33.1K
|
19.8K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-344- 3.58% |
$28.7K - $33.5K
|
9.25K
$842K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-356- 13.34% |
$29.7K - $34.6K
|
2.31K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-356- 5.73% |
$29.7K - $34.6K
|
5.86K
$533K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-358- 0.34% |
$29.8K - $34.8K
|
104K
$9.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-360- 44.67% |
$30K - $35K
|
446
$40.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-370- 11.83% |
$30.8K - $36K
|
2.76K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-374- 2.96% |
$31.2K - $36.4K
|
12.2K
$1.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-377- 49.67% |
$31.4K - $36.7K
|
382
$34.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-378- 5.99% |
$31.5K - $36.8K
|
5.94K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-382- 6.19% |
$31.8K - $37.2K
|
5.79K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-383- 5.53% |
$31.9K - $37.3K
|
6.55K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-390- 2.95% |
$32.5K - $37.9K
|
12.8K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-390- 14.04% |
$32.5K - $37.9K
|
2.39K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-392- 2.62% |
$32.7K - $38.1K
|
14.6K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-404- 4.35% |
$33.7K - $39.3K
|
8.88K
$808K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-412- 5.01% |
$34.3K - $40.1K
|
7.81K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-413- 6.09% |
$34.4K - $40.2K
|
6.37K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-420- 38.25% |
$35K - $40.9K
|
678
$61.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-421- 5.62% |
$35.1K - $41K
|
7.08K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-423- 0.95% |
$35.2K - $41.1K
|
44.1K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-425- 6.04% |
$35.4K - $41.3K
|
6.61K
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-430- 2.76% |
$35.8K - $41.8K
|
15.2K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-435- 1.39% |
$36.2K - $42.3K
|
30.9K
$2.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-436- 2.1% |
$36.3K - $42.4K
|
20.4K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-436- 6.67% |
$36.3K - $42.4K
|
6.11K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-439- 1.89% |
$36.6K - $42.7K
|
22.8K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-443- 7.52% |
$36.9K - $43.1K
|
5.45K
$496K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-449- 1.08% |
$37.4K - $43.7K
|
41.1K
$3.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-456- 1.57% |
$38K - $44.4K
|
28.6K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-456- 5.24% |
$38K - $44.4K
|
8.24K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-457- 7.54% |
$38.1K - $44.5K
|
5.6K
$510K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-466- 15.05% |
$38.8K - $45.3K
|
2.63K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-467- 0.83% |
$38.9K - $45.4K
|
55.9K
$5.09M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-467- 0.4% |
$38.9K - $45.4K
|
118K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-476- 3.56% |
$39.7K - $46.3K
|
12.9K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-477- 94.27% |
$39.7K - $46.4K
|
29
$2.64K
|