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
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.46K- 8.09% |
$128K - $143K
|
16.6K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.46K- 28.68% |
$129K - $143K
|
3.64K
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-1.47K- 30.18% |
$129K - $144K
|
3.4K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.47K- 3.17% |
$129K - $144K
|
44.9K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.49K- 9.31% |
$131K - $146K
|
14.5K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.49K- 5.24% |
$132K - $147K
|
27K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.5K- 10.63% |
$132K - $147K
|
12.6K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.5K- 40.57% |
$132K - $147K
|
2.2K
$193K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.51K- 58.51% |
$133K - $148K
|
1.07K
$93.8K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.52K- 3.82% |
$133K - $149K
|
38.1K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.53K- 32.49% |
$135K - $150K
|
3.19K
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.54K- 14.1% |
$135K - $151K
|
9.36K
$819K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.55K- 5.21% |
$136K - $152K
|
28.2K
$2.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.56K- 16.5% |
$137K - $153K
|
7.89K
$690K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.58K- 55.3% |
$139K - $155K
|
1.28K
$112K
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.59K- 8.8% |
$140K - $156K
|
16.4K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.68K- 38.29% |
$148K - $164K
|
2.7K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.69K- 18.13% |
$149K - $166K
|
7.64K
$669K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.73K- 8.58% |
$152K - $169K
|
18.4K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.75K- 99.09% |
$154K - $171K
|
16
$1.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.76K- 32.52% |
$155K - $172K
|
3.64K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.8K- 2.7% |
$159K - $177K
|
65.1K
$5.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.82K- 2.17% |
$160K - $178K
|
81.7K
$7.14M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.82K- 2.17% |
$160K - $178K
|
81.7K
$7.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.92K- 68.17% |
$169K - $188K
|
896
$78.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.92K- 19.99% |
$169K - $189K
|
7.7K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.93K- 3.04% |
$170K - $189K
|
61.5K
$5.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.99K- 3.07% |
$175K - $195K
|
62.7K
$5.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2K- 4.88% |
$176K - $196K
|
39K
$3.41M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.01K- 3.62% |
$177K - $197K
|
53.6K
$4.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.02K- 7.21% |
$178K - $198K
|
25.9K
$2.27M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.03K- 3.4% |
$178K - $199K
|
57.5K
$5.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 5.81% |
$181K - $202K
|
33.3K
$2.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 4.87% |
$182K - $202K
|
40.3K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.07K- 17.67% |
$182K - $203K
|
9.64K
$843K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.07K- 62.85% |
$182K - $203K
|
1.22K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.1K- 13.08% |
$185K - $206K
|
14K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.14K- 2.99% |
$188K - $210K
|
69.4K
$6.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.19K- 1.84% |
$193K - $215K
|
117K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.21K- 15.69% |
$194K - $217K
|
11.9K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.3K- 1.47% |
$202K - $226K
|
154K
$13.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.32K- 17.61% |
$204K - $228K
|
10.9K
$949K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.32K- 1.27% |
$204K - $228K
|
181K
$15.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.34K- 25.26% |
$206K - $230K
|
6.92K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.35K- 8.74% |
$206K - $230K
|
24.5K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.38K- 1.05% |
$210K - $234K
|
225K
$19.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 3.8% |
$211K - $235K
|
60.8K
$5.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 2.39% |
$215K - $240K
|
100K
$8.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.49K- 41.21% |
$219K - $244K
|
3.55K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.52K- 22.25% |
$222K - $247K
|
8.8K
$770K
|