Purchases and Sales Made in Q2 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.52% |
$88 - $98.1
|
194
$17.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.56% |
$88 - $98.1
|
178
$15.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.0% |
$88 - $98.1
|
21K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1+ 0.02% |
$88 - $98.1
|
4.19K
$368K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.09% |
$264 - $294
|
3.27K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-5- 0.23% |
$440 - $490
|
2.16K
$190K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.04% |
$440 - $490
|
11.5K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-6- 0.9% |
$528 - $588
|
661
$58.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7- 0.07% |
$616 - $687
|
10.5K
$928K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-8- 0.66% |
$704 - $785
|
1.2K
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9- 0.07% |
$792 - $883
|
13.3K
$1.17M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.03% |
$880 - $981
|
37.4K
$3.29M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-10- 1.69% |
$880 - $981
|
580
$51.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-12- 0.18% |
$1.06K - $1.18K
|
6.51K
$573K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-14- 9.79% |
$1.23K - $1.37K
|
129
$11.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-15- 0.12% |
$1.32K - $1.47K
|
12.8K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-18- 1.83% |
$1.58K - $1.77K
|
967
$85.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-18- 0.65% |
$1.58K - $1.77K
|
2.75K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 1.54% |
$1.67K - $1.86K
|
1.21K
$107K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-19- 0.44% |
$1.67K - $1.86K
|
4.34K
$382K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-20- 0.28% |
$1.76K - $1.96K
|
7.14K
$628K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-21- 0.56% |
$1.85K - $2.06K
|
3.76K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-22- 0.78% |
$1.94K - $2.16K
|
2.8K
$246K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 2.14% |
$2.02K - $2.26K
|
1.05K
$92.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-24- 0.2% |
$2.11K - $2.35K
|
11.9K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-24- 0.31% |
$2.11K - $2.35K
|
7.76K
$683K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-27- 25.23% |
$2.38K - $2.65K
|
80
$7.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.16% |
$2.38K - $2.65K
|
2.3K
$202K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 50.0% |
$2.64K - $2.94K
|
30
$2.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-30- 0.63% |
$2.64K - $2.94K
|
4.7K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 6.32% |
$2.64K - $2.94K
|
445
$39.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-30- 1.25% |
$2.64K - $2.94K
|
2.37K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-30Closed |
$2.64K - $2.94K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-31- 0.37% |
$2.73K - $3.04K
|
8.3K
$730K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-32- 0.09% |
$2.82K - $3.14K
|
35.5K
$3.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-32- 0.05% |
$2.82K - $3.14K
|
70.2K
$6.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-35- 0.06% |
$3.08K - $3.43K
|
58.3K
$5.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-35- 0.19% |
$3.08K - $3.43K
|
18.7K
$1.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-36- 0.39% |
$3.17K - $3.53K
|
9.31K
$819K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-37- 0.44% |
$3.26K - $3.63K
|
8.38K
$737K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-39- 1.07% |
$3.43K - $3.83K
|
3.62K
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-39- 92.86% |
$3.43K - $3.83K
|
3
$264
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-39- 1.41% |
$3.43K - $3.83K
|
2.72K
$240K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-40- 8.79% |
$3.52K - $3.92K
|
415
$36.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-40- 0.21% |
$3.52K - $3.92K
|
18.6K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 1.45% |
$3.52K - $3.92K
|
2.71K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-40- 0.86% |
$3.52K - $3.92K
|
4.6K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-40- 1.33% |
$3.52K - $3.92K
|
2.96K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-41- 0.26% |
$3.61K - $4.02K
|
15.9K
$1.4M
|