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 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-247- 1.8% |
$21.7K - $24.2K
|
13.5K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-247- 3.82% |
$21.7K - $24.2K
|
6.22K
$547K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-250- 5.65% |
$22K - $24.5K
|
4.17K
$367K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-255- 2.52% |
$22.5K - $25K
|
9.85K
$866K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-255- 8.06% |
$22.5K - $25K
|
2.91K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-256- 2.61% |
$22.5K - $25.1K
|
9.56K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-259- 42.6% |
$22.8K - $25.4K
|
349
$30.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-259- 1.14% |
$22.8K - $25.4K
|
22.4K
$1.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-261- 4.76% |
$23K - $25.6K
|
5.22K
$459K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-270- 7.79% |
$23.8K - $26.5K
|
3.2K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-272- 1.61% |
$23.9K - $26.7K
|
16.6K
$1.46M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-272- 1.61% |
$23.9K - $26.7K
|
16.6K
$1.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-276- 16.79% |
$24.3K - $27.1K
|
1.37K
$120K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-277- 6.01% |
$24.4K - $27.2K
|
4.34K
$381K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-283- 2.59% |
$24.9K - $27.8K
|
10.6K
$934K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-283- 2.6% |
$24.9K - $27.8K
|
10.6K
$932K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-287- 0.36% |
$25.3K - $28.1K
|
78.9K
$6.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-289- 8.64% |
$25.4K - $28.3K
|
3.06K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-290- 2.87% |
$25.5K - $28.4K
|
9.81K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-290- 3.39% |
$25.5K - $28.4K
|
8.27K
$727K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-291- 36.38% |
$25.6K - $28.5K
|
509
$44.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-294- 7.7% |
$25.9K - $28.8K
|
3.53K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-298- 6.46% |
$26.2K - $29.2K
|
4.32K
$380K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-298- 3.37% |
$26.2K - $29.2K
|
8.55K
$752K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-298- 6.34% |
$26.2K - $29.2K
|
4.4K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-305- 0.95% |
$26.9K - $29.9K
|
31.7K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-313- 8.36% |
$27.6K - $30.7K
|
3.43K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-317- 3.36% |
$27.9K - $31.1K
|
9.12K
$802K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-318- 1.81% |
$28K - $31.2K
|
17.2K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-319- 0.29% |
$28.1K - $31.3K
|
110K
$9.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-329- 1.45% |
$29K - $32.3K
|
22.4K
$1.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-330- 4.69% |
$29.1K - $32.4K
|
6.7K
$589K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-334- 1.68% |
$29.4K - $32.8K
|
19.5K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-335- 4.07% |
$29.5K - $32.9K
|
7.9K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-337- 2.13% |
$29.7K - $33.1K
|
15.5K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-338- 3.05% |
$29.8K - $33.2K
|
10.8K
$946K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-341- 1.32% |
$30K - $33.4K
|
25.4K
$2.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-348- 1.46% |
$30.6K - $34.1K
|
23.5K
$2.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-351- 10.25% |
$30.9K - $34.4K
|
3.07K
$270K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-357- 1.35% |
$31.4K - $35K
|
26.1K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-362- 2.98% |
$31.9K - $35.5K
|
11.8K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-363- 0.96% |
$32K - $35.6K
|
37.3K
$3.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-365- 2.22% |
$32.1K - $35.8K
|
16.1K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-369- 12.71% |
$32.5K - $36.2K
|
2.54K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-370- 2.71% |
$32.6K - $36.3K
|
13.3K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-371- 5.94% |
$32.7K - $36.4K
|
5.88K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-376- 0.2% |
$33.1K - $36.9K
|
184K
$16.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-382- 1.54% |
$33.6K - $37.5K
|
24.4K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-399- 7.37% |
$35.1K - $39.1K
|
5.01K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-400- 9.08% |
$35.2K - $39.2K
|
4K
$352K
|