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 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-95- 8.85% |
$8.36K - $9.32K
|
978
$86K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-97- 2.6% |
$8.54K - $9.51K
|
3.63K
$319K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-97- 0.87% |
$8.54K - $9.51K
|
11K
$972K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-99- 1.27% |
$8.72K - $9.71K
|
7.71K
$678K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.44% |
$8.8K - $9.81K
|
4K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 4.05% |
$8.8K - $9.81K
|
2.37K
$209K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 7.99% |
$8.8K - $9.81K
|
1.15K
$101K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-101- 0.79% |
$8.89K - $9.91K
|
12.7K
$1.12M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-102- 0.49% |
$8.98K - $10K
|
20.7K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-103- 1.99% |
$9.07K - $10.1K
|
5.09K
$447K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-104- 2.2% |
$9.16K - $10.2K
|
4.62K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-104- 0.11% |
$9.16K - $10.2K
|
95.9K
$8.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-107- 1.11% |
$9.42K - $10.5K
|
9.54K
$839K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-109- 2.44% |
$9.6K - $10.7K
|
4.36K
$384K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-109- 3.67% |
$9.6K - $10.7K
|
2.86K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-109- 1.56% |
$9.6K - $10.7K
|
6.86K
$603K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-110- 8.18% |
$9.68K - $10.8K
|
1.24K
$109K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-110- 2.53% |
$9.68K - $10.8K
|
4.24K
$373K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-112- 0.2% |
$9.86K - $11K
|
56.3K
$4.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-113- 0.95% |
$9.95K - $11.1K
|
11.8K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-113- 3.08% |
$9.95K - $11.1K
|
3.55K
$312K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-115- 0.35% |
$10.1K - $11.3K
|
32.9K
$2.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-116- 3.3% |
$10.2K - $11.4K
|
3.4K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-118- 0.83% |
$10.4K - $11.6K
|
14.2K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-120- 5.13% |
$10.6K - $11.8K
|
2.22K
$195K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-120- 1.9% |
$10.6K - $11.8K
|
6.19K
$544K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-120- 1.31% |
$10.6K - $11.8K
|
9.02K
$793K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-120- 2.94% |
$10.6K - $11.8K
|
3.96K
$348K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-122- 3.62% |
$10.7K - $12K
|
3.25K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-123- 1.32% |
$10.8K - $12.1K
|
9.2K
$809K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-125- 98.43% |
$11K - $12.3K
|
2
$176
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 4.12% |
$11K - $12.3K
|
2.91K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-125- 2.16% |
$11K - $12.3K
|
5.68K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-132- 2.45% |
$11.6K - $12.9K
|
5.26K
$463K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-140- 0.69% |
$12.3K - $13.7K
|
20.2K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-141- 5.4% |
$12.4K - $13.8K
|
2.47K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-141- 4.42% |
$12.4K - $13.8K
|
3.05K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-141- 3.38% |
$12.4K - $13.8K
|
4.04K
$355K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-141- 1.1% |
$12.4K - $13.8K
|
12.7K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-142- 1.53% |
$12.5K - $13.9K
|
9.17K
$806K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-144- 1.04% |
$12.7K - $14.1K
|
13.8K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-144- 29.63% |
$12.7K - $14.1K
|
342
$30.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-149- 3.05% |
$13.1K - $14.6K
|
4.74K
$417K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-150- 3.04% |
$13.2K - $14.7K
|
4.79K
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-150- 5.29% |
$13.2K - $14.7K
|
2.68K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 8.24% |
$13.2K - $14.7K
|
1.67K
$147K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-150- 4.19% |
$13.2K - $14.7K
|
3.43K
$301K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-150- 0.61% |
$13.2K - $14.7K
|
24.6K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-151- 17.4% |
$13.3K - $14.8K
|
717
$63.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-153- 7.51% |
$13.5K - $15K
|
1.88K
$166K
|