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 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-610- 16.8% |
$53.7K - $59.8K
|
3.02K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-614- 2.76% |
$54.1K - $60.2K
|
21.6K
$1.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-622- 1.18% |
$54.8K - $61K
|
52K
$4.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-628- 6.89% |
$55.3K - $61.6K
|
8.49K
$742K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-629- 5.64% |
$55.4K - $61.7K
|
10.5K
$921K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-630- 75.45% |
$55.5K - $61.8K
|
205
$17.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-632- 5.96% |
$55.6K - $62K
|
9.97K
$872K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-642- 12.29% |
$56.5K - $63K
|
4.58K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-645- 6.0% |
$56.8K - $63.3K
|
10.1K
$884K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-646- 11.63% |
$56.9K - $63.4K
|
4.91K
$429K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-648- 2.7% |
$57K - $63.6K
|
23.4K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-650- 4.03% |
$57.2K - $63.8K
|
15.5K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-652- 18.41% |
$57.4K - $63.9K
|
2.89K
$253K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-658- 0.33% |
$57.9K - $64.5K
|
197K
$17.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-660- 2.39% |
$58.1K - $64.7K
|
27K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-660- 1.4% |
$58.1K - $64.7K
|
46.4K
$4.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-663- 2.19% |
$58.4K - $65K
|
29.5K
$2.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-665- 13.28% |
$58.5K - $65.2K
|
4.34K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-678- 3.11% |
$59.7K - $66.5K
|
21.1K
$1.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-683- 3.49% |
$60.1K - $67K
|
18.9K
$1.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-691- 1.65% |
$60.8K - $67.8K
|
41.2K
$3.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-705- 4.49% |
$62.1K - $69.1K
|
15K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-705- 0.16% |
$62.1K - $69.1K
|
429K
$37.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-706- 8.79% |
$62.2K - $69.2K
|
7.32K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-714- 0.79% |
$62.9K - $70K
|
89.3K
$7.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-719- 6.65% |
$63.3K - $70.5K
|
10.1K
$882K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-740- 3.72% |
$65.1K - $72.6K
|
19.1K
$1.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-741- 2.56% |
$65.2K - $72.7K
|
28.2K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-747- 19.15% |
$65.8K - $73.3K
|
3.15K
$276K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-750- 3.7% |
$66K - $73.6K
|
19.5K
$1.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-755- 19.95% |
$66.5K - $74.1K
|
3.03K
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-758- 2.52% |
$66.7K - $74.3K
|
29.4K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-759- 12.39% |
$66.8K - $74.4K
|
5.37K
$469K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-764- 13.0% |
$67.3K - $74.9K
|
5.12K
$447K
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-765- 2.28% |
$67.4K - $75K
|
32.8K
$2.87M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-777- 13.64% |
$68.4K - $76.2K
|
4.92K
$430K
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-778- 19.4% |
$68.5K - $76.3K
|
3.23K
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-779- 2.47% |
$68.6K - $76.4K
|
30.8K
$2.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-784- 2.47% |
$69K - $76.9K
|
31K
$2.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-788- 99.87% |
$69.4K - $77.3K
|
1
$87.5
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-796- 8.31% |
$70.1K - $78.1K
|
8.79K
$769K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-803- 1.52% |
$70.7K - $78.8K
|
52K
$4.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-808- 12.73% |
$71.1K - $79.2K
|
5.54K
$485K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-824- 0.84% |
$72.5K - $80.8K
|
97.5K
$8.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-827- 4.4% |
$72.8K - $81.1K
|
18K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-849- 6.07% |
$74.7K - $83.3K
|
13.1K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-860- 20.99% |
$75.7K - $84.3K
|
3.24K
$283K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-861- 7.63% |
$75.8K - $84.4K
|
10.4K
$912K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-862- 1.01% |
$75.9K - $84.5K
|
84.7K
$7.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-873- 1.3% |
$76.9K - $85.6K
|
66.1K
$5.78M
|