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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-4.37K- 10.46% |
$384K - $428K
|
37.4K
$3.04M
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-4.38K- 29.4% |
$386K - $430K
|
10.5K
$857K
|
|
|
Jul 29, 2024
Q2 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-4.4K- 2.85% |
$387K - $432K
|
150K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.41K- 1.48% |
$388K - $432K
|
293K
$23.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.42K- 33.88% |
$389K - $433K
|
8.62K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.43K- 50.0% |
$390K - $435K
|
4.43K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.44K- 5.12% |
$391K - $435K
|
82.2K
$6.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 11.02% |
$393K - $438K
|
36K
$2.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.47K- 38.52% |
$393K - $438K
|
7.13K
$580K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.57K- 16.16% |
$402K - $448K
|
23.7K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-4.63K- 91.5% |
$407K - $454K
|
430
$35K
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-4.7K- 6.99% |
$414K - $461K
|
62.5K
$5.09M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.74K- 2.93% |
$417K - $465K
|
157K
$12.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.75K- 0.22% |
$418K - $465K
|
2.17M
$176M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-4.8K- 14.33% |
$423K - $471K
|
28.7K
$2.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.86K- 4.53% |
$427K - $476K
|
102K
$8.33M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.9K- 10.37% |
$431K - $480K
|
42.3K
$3.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.94K- 6.54% |
$435K - $484K
|
70.6K
$5.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.22K- 33.01% |
$460K - $512K
|
10.6K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.25K- 38.21% |
$462K - $515K
|
8.49K
$691K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.26K- 54.02% |
$463K - $516K
|
4.48K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.27K- 4.32% |
$464K - $516K
|
117K
$9.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.28K- 8.34% |
$465K - $518K
|
58.1K
$4.73M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.43K- 0.74% |
$478K - $532K
|
727K
$59.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5.58K- 25.22% |
$491K - $547K
|
16.5K
$1.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.83K- 33.99% |
$514K - $572K
|
11.3K
$922K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.89K- 3.08% |
$519K - $578K
|
185K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.04K- 27.04% |
$532K - $592K
|
16.3K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.05K- 27.88% |
$533K - $593K
|
15.6K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-6.08K- 17.47% |
$535K - $597K
|
28.7K
$2.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.3K- 28.29% |
$554K - $618K
|
16K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.31K- 24.42% |
$555K - $618K
|
19.5K
$1.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-6.37K- 10.89% |
$561K - $624K
|
52.1K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.39K- 9.12% |
$563K - $627K
|
63.7K
$5.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.53K- 12.67% |
$574K - $640K
|
45K
$3.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.55K- 42.41% |
$576K - $642K
|
8.89K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.62K- 6.14% |
$582K - $649K
|
101K
$8.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.65K- 3.85% |
$585K - $652K
|
166K
$13.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.69K- 4.72% |
$589K - $656K
|
135K
$11M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6.79K- 4.95% |
$598K - $666K
|
130K
$10.6M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-6.81K- 11.35% |
$599K - $668K
|
53.2K
$4.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.84K- 22.69% |
$602K - $671K
|
23.3K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.85K- 3.59% |
$603K - $672K
|
184K
$15M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-7.04K- 56.38% |
$620K - $690K
|
5.45K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.12K- 3.36% |
$626K - $698K
|
205K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.15K- 14.48% |
$629K - $701K
|
42.2K
$3.43M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.19K- 2.93% |
$633K - $706K
|
238K
$19.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-7.21K- 57.45% |
$635K - $707K
|
5.34K
$435K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.53K- 31.11% |
$663K - $739K
|
16.7K
$1.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-7.74K- 7.38% |
$681K - $759K
|
97.1K
$7.91M
|