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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-46- 1.31% |
$4.05K - $4.51K
|
3.46K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-47- 0.67% |
$4.14K - $4.61K
|
7K
$616K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-47- 0.11% |
$4.14K - $4.61K
|
44.4K
$3.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 2.11% |
$4.23K - $4.71K
|
2.23K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-49- 0.1% |
$4.31K - $4.81K
|
47K
$4.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 0.26% |
$4.4K - $4.9K
|
18.8K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-50- 1.29% |
$4.4K - $4.9K
|
3.83K
$336K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-50- 1.63% |
$4.4K - $4.9K
|
3.01K
$265K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 4.0% |
$4.4K - $4.9K
|
1.2K
$106K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-51- 0.46% |
$4.49K - $5K
|
11K
$971K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-51- 4.83% |
$4.49K - $5K
|
1K
$88.3K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-51- 0.38% |
$4.49K - $5K
|
13.4K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-51- 1.94% |
$4.49K - $5K
|
2.57K
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-52- 0.83% |
$4.58K - $5.1K
|
6.21K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-53- 0.63% |
$4.67K - $5.2K
|
8.34K
$733K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-53- 0.65% |
$4.67K - $5.2K
|
8.16K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-53- 1.94% |
$4.67K - $5.2K
|
2.68K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-53- 41.41% |
$4.67K - $5.2K
|
75
$6.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-56- 4.27% |
$4.93K - $5.49K
|
1.26K
$111K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-57- 17.22% |
$5.02K - $5.59K
|
274
$24.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-57- 1.01% |
$5.02K - $5.59K
|
5.57K
$490K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-57- 2.1% |
$5.02K - $5.59K
|
2.65K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-59- 0.54% |
$5.19K - $5.79K
|
10.8K
$954K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-61- 2.32% |
$5.37K - $5.98K
|
2.57K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-61- 7.52% |
$5.37K - $5.98K
|
750
$66K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-61- 1.68% |
$5.37K - $5.98K
|
3.57K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-64- 0.76% |
$5.63K - $6.28K
|
8.33K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-64- 0.57% |
$5.63K - $6.28K
|
11.2K
$983K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-65- 0.7% |
$5.72K - $6.38K
|
9.16K
$806K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-68- 7.94% |
$5.99K - $6.67K
|
788
$69.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-69- 0.87% |
$6.07K - $6.77K
|
7.86K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-70- 1.53% |
$6.16K - $6.87K
|
4.51K
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-73- 0.51% |
$6.43K - $7.16K
|
14.2K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-73- 6.36% |
$6.43K - $7.16K
|
1.07K
$94.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-73- 1.14% |
$6.43K - $7.16K
|
6.3K
$554K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-73- 23.32% |
$6.43K - $7.16K
|
240
$21.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-74- 0.56% |
$6.51K - $7.26K
|
13.2K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-75- 14.15% |
$6.6K - $7.36K
|
455
$40K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-75- 2.29% |
$6.6K - $7.36K
|
3.2K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-76- 0.79% |
$6.69K - $7.45K
|
9.59K
$843K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-77- 2.25% |
$6.78K - $7.55K
|
3.34K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-78- 8.39% |
$6.87K - $7.65K
|
852
$74.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-80- 0.59% |
$7.04K - $7.85K
|
13.5K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-80- 40.0% |
$7.04K - $7.85K
|
120
$10.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-80- 1.02% |
$7.04K - $7.85K
|
7.73K
$680K
|
|
|
Aug 08, 2024
Q2 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-80- 0.27% |
$7.04K - $7.85K
|
30.1K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-84- 3.61% |
$7.4K - $8.24K
|
2.24K
$197K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-85- 1.15% |
$7.48K - $8.34K
|
7.3K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-91- 0.55% |
$8.01K - $8.93K
|
16.5K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-92- 26.36% |
$8.1K - $9.02K
|
257
$22.6K
|