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 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.53K- 1.49% |
$223K - $248K
|
167K
$14.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 3.38% |
$223K - $249K
|
72.4K
$6.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.58K- 4.79% |
$227K - $253K
|
51.3K
$4.49M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-2.58K- 45.1% |
$227K - $253K
|
3.14K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.62K- 2.38% |
$231K - $257K
|
107K
$9.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.62K- 1.65% |
$231K - $257K
|
156K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.63K- 9.52% |
$232K - $258K
|
25K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.76K- 4.07% |
$243K - $271K
|
65.1K
$5.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.79K- 1.83% |
$246K - $274K
|
150K
$13.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.82K- 6.48% |
$248K - $277K
|
40.7K
$3.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.83K- 44.28% |
$249K - $277K
|
3.56K
$311K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 11.58% |
$250K - $278K
|
21.7K
$1.89M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.89K- 11.44% |
$254K - $283K
|
22.3K
$1.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3K- 3.51% |
$264K - $294K
|
82.5K
$7.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.02K- 6.78% |
$266K - $296K
|
41.5K
$3.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.03K- 30.07% |
$266K - $297K
|
7.04K
$615K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.08K- 4.93% |
$271K - $302K
|
59.3K
$5.19M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.37K- 12.08% |
$297K - $330K
|
24.5K
$2.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.38K- 2.76% |
$298K - $332K
|
119K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-3.46K- 24.0% |
$304K - $339K
|
11K
$958K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.57K- 5.39% |
$314K - $350K
|
62.6K
$5.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.66K- 38.66% |
$322K - $358K
|
5.8K
$507K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.68K- 22.37% |
$324K - $361K
|
12.8K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.7K- 10.07% |
$326K - $363K
|
33K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.71K- 72.58% |
$327K - $364K
|
1.4K
$123K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-3.73K- 15.02% |
$329K - $366K
|
21.1K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.77K- 7.91% |
$332K - $370K
|
43.9K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.77K- 18.43% |
$332K - $370K
|
16.7K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.94K- 1.68% |
$347K - $387K
|
231K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-4.01K- 21.23% |
$353K - $393K
|
14.9K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 2.27% |
$362K - $404K
|
177K
$15.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.18K- 14.91% |
$368K - $410K
|
23.8K
$2.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-4.22K- 3.18% |
$372K - $414K
|
128K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 4.78% |
$373K - $416K
|
84.6K
$7.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.26K- 2.83% |
$375K - $418K
|
146K
$12.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.27K- 23.04% |
$376K - $419K
|
14.3K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 7.49% |
$381K - $424K
|
53.4K
$4.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.33K- 19.41% |
$382K - $425K
|
18K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-4.37K- 10.46% |
$384K - $428K
|
37.4K
$3.27M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.38K- 29.4% |
$386K - $430K
|
10.5K
$921K
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-4.4K- 2.85% |
$387K - $432K
|
150K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 1.48% |
$388K - $432K
|
293K
$25.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.42K- 33.88% |
$389K - $433K
|
8.62K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.43K- 50.0% |
$390K - $435K
|
4.43K
$388K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.44K- 5.12% |
$391K - $435K
|
82.2K
$7.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 11.02% |
$393K - $438K
|
36K
$3.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.47K- 38.52% |
$393K - $438K
|
7.13K
$623K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.57K- 16.16% |
$402K - $448K
|
23.7K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-4.63K- 91.5% |
$407K - $454K
|
430
$37.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-4.7K- 6.99% |
$414K - $461K
|
62.5K
$5.47M
|