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 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-155- 1.11% |
$13.6K - $15.2K
|
13.8K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-155- 5.49% |
$13.6K - $15.2K
|
2.67K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-157- 16.68% |
$13.8K - $15.4K
|
784
$68.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-160- 9.45% |
$14.1K - $15.7K
|
1.53K
$135K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-163- 0.44% |
$14.4K - $16K
|
37K
$3.26M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-163- 3.82% |
$14.4K - $16K
|
4.11K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-164- 3.24% |
$14.4K - $16.1K
|
4.9K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-170- 19.52% |
$15K - $16.7K
|
701
$61.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-170- 2.4% |
$15K - $16.7K
|
6.91K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-171- 3.21% |
$15.1K - $16.8K
|
5.15K
$453K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-172- 0.46% |
$15.1K - $16.9K
|
37.3K
$3.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-173- 2.96% |
$15.2K - $17K
|
5.67K
$499K
|
|
|
Aug 02, 2024
Q2 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-173- 6.85% |
$15.2K - $17K
|
2.35K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-175- 4.29% |
$15.4K - $17.2K
|
3.91K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-177- 0.32% |
$15.6K - $17.4K
|
55.3K
$4.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-178- 0.75% |
$15.7K - $17.5K
|
23.5K
$2.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-179- 3.26% |
$15.8K - $17.6K
|
5.32K
$468K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-180- 3.71% |
$15.8K - $17.7K
|
4.68K
$411K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-180- 11.18% |
$15.8K - $17.7K
|
1.43K
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-180- 1.66% |
$15.8K - $17.7K
|
10.7K
$937K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-181- 10.69% |
$15.9K - $17.8K
|
1.51K
$133K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-182- 2.87% |
$16K - $17.9K
|
6.17K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-183- 4.12% |
$16.1K - $17.9K
|
4.26K
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-184- 1.64% |
$16.2K - $18K
|
11K
$971K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-185- 1.56% |
$16.3K - $18.1K
|
11.6K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-187- 7.05% |
$16.5K - $18.3K
|
2.46K
$217K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-197- 2.26% |
$17.3K - $19.3K
|
8.51K
$749K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-198- 3.35% |
$17.4K - $19.4K
|
5.72K
$503K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-199- 20.6% |
$17.5K - $19.5K
|
767
$67.4K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-199- 5.75% |
$17.5K - $19.5K
|
3.26K
$287K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-200- 22.62% |
$17.6K - $19.6K
|
684
$60.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 2.02% |
$17.6K - $19.6K
|
9.7K
$853K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-201- 3.45% |
$17.7K - $19.7K
|
5.62K
$494K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-202- 1.29% |
$17.8K - $19.8K
|
15.5K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-206- 2.82% |
$18.1K - $20.2K
|
7.09K
$624K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-206- 4.53% |
$18.1K - $20.2K
|
4.35K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-208- 4.96% |
$18.3K - $20.4K
|
3.99K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-212- 4.02% |
$18.7K - $20.8K
|
5.07K
$446K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-213- 56.05% |
$18.8K - $20.9K
|
167
$14.7K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-218- 20.07% |
$19.2K - $21.4K
|
868
$76.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-220- 2.97% |
$19.4K - $21.6K
|
7.19K
$632K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-221- 3.69% |
$19.5K - $21.7K
|
5.77K
$507K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-226- 7.23% |
$19.9K - $22.2K
|
2.9K
$255K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-227- 0.26% |
$20K - $22.3K
|
88.8K
$7.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-227- 5.8% |
$20K - $22.3K
|
3.69K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-227- 3.12% |
$20K - $22.3K
|
7.04K
$619K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-232- 3.24% |
$20.4K - $22.8K
|
6.93K
$610K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-233- 0.81% |
$20.5K - $22.9K
|
28.7K
$2.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-234- 3.83% |
$20.6K - $23K
|
5.88K
$517K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-236- 4.38% |
$20.8K - $23.1K
|
5.16K
$454K
|