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 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-759- 5.87% |
$63.2K - $73.8K
|
12.2K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-768- 11.98% |
$64K - $74.7K
|
5.64K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-770- 16.96% |
$64.2K - $74.9K
|
3.77K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-771- 5.08% |
$64.2K - $75K
|
14.4K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-774- 1.74% |
$64.5K - $75.3K
|
43.7K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-774- 8.96% |
$64.5K - $75.3K
|
7.86K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-779- 4.34% |
$64.9K - $75.8K
|
17.2K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-785- 7.82% |
$65.4K - $76.4K
|
9.25K
$842K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-785- 24.56% |
$65.4K - $76.4K
|
2.41K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-786- 3.82% |
$65.5K - $76.5K
|
19.8K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-790- 1.36% |
$65.8K - $76.8K
|
57.3K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-792- 15.75% |
$66K - $77K
|
4.24K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-821- 1.83% |
$68.4K - $79.9K
|
44.1K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-823- 16.12% |
$68.6K - $80.1K
|
4.28K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-831- 7.86% |
$69.2K - $80.8K
|
9.74K
$886K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-850- 1.09% |
$70.8K - $82.7K
|
77.5K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-855- 24.68% |
$71.2K - $83.2K
|
2.61K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-862- 12.74% |
$71.8K - $83.8K
|
5.9K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-862- 4.79% |
$71.8K - $83.8K
|
17.1K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-864- 6.24% |
$72K - $84K
|
13K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-898- 20.77% |
$74.8K - $87.3K
|
3.43K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-903- 1.59% |
$75.2K - $87.8K
|
56K
$5.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-913- 11.36% |
$76.1K - $88.8K
|
7.13K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-916- 5.06% |
$76.3K - $89.1K
|
17.2K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 5.42% |
$76.7K - $89.5K
|
16.1K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-943- 4.83% |
$78.6K - $91.7K
|
18.6K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-948- 1.12% |
$79K - $92.2K
|
83.4K
$7.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-961- 0.38% |
$80.1K - $93.5K
|
255K
$23.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-972- 21.47% |
$81K - $94.5K
|
3.56K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-979- 14.55% |
$81.6K - $95.2K
|
5.75K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-986- 0.64% |
$82.2K - $95.9K
|
152K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-992- 3.88% |
$82.7K - $96.5K
|
24.6K
$2.24M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 0.8% |
$83.3K - $97.3K
|
124K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 28.63% |
$83.8K - $97.9K
|
2.51K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 14.48% |
$85.4K - $99.7K
|
6.06K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 3.98% |
$85.4K - $99.7K
|
24.7K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1.03K- 24.48% |
$85.4K - $99.7K
|
3.16K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.03K- 21.37% |
$85.7K - $100K
|
3.78K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 5.38% |
$85.7K - $100K
|
18.1K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.03K- 22.76% |
$85.8K - $100K
|
3.5K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.04K- 1.32% |
$86.4K - $101K
|
77.4K
$7.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.04K- 10.5% |
$86.6K - $101K
|
8.86K
$806K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 11.04% |
$88.2K - $103K
|
8.53K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 25.85% |
$88.4K - $103K
|
3.04K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 31.23% |
$88.5K - $103K
|
2.34K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.06K- 1.31% |
$88.6K - $103K
|
80.1K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.06K- 17.71% |
$88.6K - $103K
|
4.94K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.08K- 6.32% |
$89.6K - $105K
|
15.9K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.08K- 3.62% |
$90.1K - $105K
|
28.8K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.08K- 5.53% |
$90.2K - $105K
|
18.5K
$1.68M
|