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 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-899- 18.77% |
$79.1K - $88.2K
|
3.89K
$340K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-900- 18.17% |
$79.2K - $88.3K
|
4.05K
$354K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-906- 8.94% |
$79.8K - $88.9K
|
9.23K
$807K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-932- 8.52% |
$82.1K - $91.4K
|
10K
$875K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-939- 8.86% |
$82.7K - $92.1K
|
9.66K
$845K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-941- 13.4% |
$82.8K - $92.3K
|
6.08K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-947- 25.42% |
$83.4K - $92.9K
|
2.78K
$243K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-967- 24.27% |
$85.1K - $94.8K
|
3.02K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-970- 14.08% |
$85.4K - $95.1K
|
5.92K
$518K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-975- 11.11% |
$85.8K - $95.6K
|
7.8K
$682K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-979- 2.82% |
$86.2K - $96K
|
33.7K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-982- 6.32% |
$86.5K - $96.3K
|
14.5K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.02K- 4.29% |
$89.4K - $99.6K
|
22.6K
$1.98M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.05K- 4.33% |
$92K - $102K
|
23.1K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 18.72% |
$92.1K - $103K
|
4.54K
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.05K- 17.52% |
$92.2K - $103K
|
4.93K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 18.53% |
$92.9K - $103K
|
4.64K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-1.06K- 28.3% |
$93.7K - $104K
|
2.7K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.07K- 9.15% |
$94.2K - $105K
|
10.6K
$929K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.07K- 21.55% |
$94.5K - $105K
|
3.91K
$342K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.09K- 6.46% |
$95.8K - $107K
|
15.8K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1K- 1.85% |
$96.8K - $108K
|
58.3K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.1K- 14.73% |
$96.8K - $108K
|
6.37K
$557K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 5.5% |
$98.3K - $110K
|
19.2K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.12K- 3.14% |
$98.6K - $110K
|
34.5K
$3.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.13K- 10.5% |
$99.7K - $111K
|
9.64K
$844K
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.14K- 1.65% |
$100K - $112K
|
67.8K
$5.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.14K- 20.32% |
$101K - $112K
|
4.49K
$392K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.2K- 10.24% |
$106K - $118K
|
10.5K
$919K
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.21K- 3.01% |
$106K - $118K
|
38.9K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.21K- 6.81% |
$107K - $119K
|
16.6K
$1.45M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.22K- 40.55% |
$108K - $120K
|
1.79K
$157K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.26K- 1.92% |
$111K - $124K
|
64.5K
$5.64M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.27K- 23.11% |
$112K - $125K
|
4.23K
$370K
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.28K- 3.71% |
$112K - $125K
|
33.1K
$2.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 4.76% |
$114K - $128K
|
26K
$2.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.32K- 4.76% |
$116K - $129K
|
26.4K
$2.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.34K- 21.62% |
$118K - $131K
|
4.85K
$424K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.35K- 1.76% |
$119K - $133K
|
75.6K
$6.61M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.37K- 11.36% |
$121K - $134K
|
10.7K
$935K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.37K- 1.45% |
$121K - $135K
|
93.3K
$8.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.39K- 5.38% |
$122K - $136K
|
24.5K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-1.4K- 3.14% |
$123K - $137K
|
43.2K
$3.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.43K- 11.5% |
$125K - $140K
|
11K
$959K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.43K- 5.5% |
$126K - $140K
|
24.6K
$2.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.44K- 35.32% |
$127K - $141K
|
2.63K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.44K- 12.84% |
$127K - $141K
|
9.77K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.45K- 1.2% |
$127K - $142K
|
119K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.45K- 20.83% |
$127K - $142K
|
5.5K
$481K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.45K- 9.22% |
$128K - $142K
|
14.3K
$1.25M
|