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 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-404- 3.03% |
$35.6K - $39.6K
|
12.9K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-404- 1.21% |
$35.6K - $39.6K
|
33.1K
$2.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-412- 3.86% |
$36.3K - $40.4K
|
10.3K
$898K
|
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-416- 2.78% |
$36.6K - $40.8K
|
14.6K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-418- 2.79% |
$36.8K - $41K
|
14.6K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-424- 1.74% |
$37.3K - $41.6K
|
24K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-425- 2.01% |
$37.4K - $41.7K
|
20.8K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-426- 2.29% |
$37.5K - $41.8K
|
18.2K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-429- 3.49% |
$37.8K - $42.1K
|
11.9K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-431- 5.15% |
$37.9K - $42.3K
|
7.94K
$695K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-434- 7.97% |
$38.2K - $42.6K
|
5.01K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-442- 16.6% |
$38.9K - $43.4K
|
2.22K
$194K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-444- 2.04% |
$39.1K - $43.5K
|
21.4K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-447- 0.89% |
$39.4K - $43.8K
|
50K
$4.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-451- 15.55% |
$39.7K - $44.2K
|
2.45K
$214K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-457- 1.27% |
$40.2K - $44.8K
|
35.5K
$3.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-459- 4.58% |
$40.4K - $45K
|
9.56K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-463- 0.96% |
$40.8K - $45.4K
|
47.9K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-468- 1.86% |
$41.2K - $45.9K
|
24.7K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-472- 0.99% |
$41.6K - $46.3K
|
47.3K
$4.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-475- 3.54% |
$41.8K - $46.6K
|
13K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-475- 2.41% |
$41.8K - $46.6K
|
19.2K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-499- 3.49% |
$43.9K - $48.9K
|
13.8K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-499- 20.77% |
$43.9K - $48.9K
|
1.9K
$167K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-500- 3.59% |
$44K - $49K
|
13.4K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-500- 5.06% |
$44K - $49K
|
9.38K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 10.31% |
$44K - $49K
|
4.35K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-503- 1.25% |
$44.3K - $49.3K
|
39.6K
$3.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-511- 5.61% |
$45K - $50.1K
|
8.59K
$751K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-512- 6.52% |
$45.1K - $50.2K
|
7.34K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-515- 2.94% |
$45.3K - $50.5K
|
17K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-519- 6.55% |
$45.7K - $50.9K
|
7.41K
$648K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-521- 1.44% |
$45.9K - $51.1K
|
35.7K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-521- 3.58% |
$45.9K - $51.1K
|
14K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-522- 11.34% |
$46K - $51.2K
|
4.08K
$357K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-526- 4.45% |
$46.3K - $51.6K
|
11.3K
$988K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-553- 3.32% |
$48.7K - $54.2K
|
16.1K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-561- 5.06% |
$49.4K - $55K
|
10.5K
$921K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-565- 0.78% |
$49.7K - $55.4K
|
71.8K
$6.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-573- 4.84% |
$50.4K - $56.2K
|
11.3K
$985K
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-576- 0.6% |
$50.7K - $56.5K
|
95.9K
$8.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-577- 13.7% |
$50.8K - $56.6K
|
3.64K
$318K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-586- 1.72% |
$51.6K - $57.5K
|
33.5K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-587- 20.53% |
$51.7K - $57.6K
|
2.27K
$199K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-590- 1.04% |
$51.9K - $57.9K
|
56.4K
$4.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-596- 5.34% |
$52.5K - $58.5K
|
10.6K
$924K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-605- 1.23% |
$53.3K - $59.3K
|
48.7K
$4.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-606- 0.7% |
$53.4K - $59.4K
|
85.9K
$7.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-606- 1.74% |
$53.4K - $59.4K
|
34.3K
$3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-606- 8.51% |
$53.4K - $59.4K
|
6.52K
$570K
|