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
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.74K- 2.93% |
$417K - $465K
|
157K
$13.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.75K- 0.22% |
$418K - $465K
|
2.17M
$190M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-4.8K- 14.33% |
$423K - $471K
|
28.7K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.86K- 4.53% |
$427K - $476K
|
102K
$8.95M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.9K- 10.37% |
$431K - $480K
|
42.3K
$3.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.94K- 6.54% |
$435K - $484K
|
70.6K
$6.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.22K- 33.01% |
$460K - $512K
|
10.6K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.25K- 38.21% |
$462K - $515K
|
8.49K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.27K- 4.32% |
$464K - $516K
|
117K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.28K- 8.34% |
$465K - $518K
|
58.1K
$5.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.43K- 0.74% |
$478K - $532K
|
727K
$63.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-5.58K- 25.22% |
$491K - $547K
|
16.5K
$1.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.83K- 33.99% |
$514K - $572K
|
11.3K
$991K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.89K- 3.08% |
$519K - $578K
|
185K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.04K- 27.04% |
$532K - $592K
|
16.3K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.05K- 27.88% |
$533K - $593K
|
15.6K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-6.08K- 17.47% |
$535K - $597K
|
28.7K
$2.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.3K- 28.29% |
$554K - $618K
|
16K
$1.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.31K- 24.42% |
$555K - $618K
|
19.5K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-6.37K- 10.89% |
$561K - $624K
|
52.1K
$4.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.39K- 9.12% |
$563K - $627K
|
63.7K
$5.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.53K- 12.67% |
$574K - $640K
|
45K
$3.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.55K- 42.41% |
$576K - $642K
|
8.89K
$778K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.62K- 6.14% |
$582K - $649K
|
101K
$8.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.65K- 3.85% |
$585K - $652K
|
166K
$14.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-6.69K- 4.72% |
$589K - $656K
|
135K
$11.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6.79K- 4.95% |
$598K - $666K
|
130K
$11.4M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-6.81K- 11.35% |
$599K - $668K
|
53.2K
$4.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.84K- 22.69% |
$602K - $671K
|
23.3K
$2.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.85K- 3.59% |
$603K - $672K
|
184K
$16.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-7.04K- 56.38% |
$620K - $690K
|
5.45K
$476K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.12K- 3.36% |
$626K - $698K
|
205K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.15K- 14.48% |
$629K - $701K
|
42.2K
$3.69M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-7.19K- 2.93% |
$633K - $706K
|
238K
$20.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-7.21K- 57.45% |
$635K - $707K
|
5.34K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.53K- 31.11% |
$663K - $739K
|
16.7K
$1.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-7.74K- 7.38% |
$681K - $759K
|
97.1K
$8.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.17K- 73.83% |
$720K - $802K
|
2.9K
$253K
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-8.23K- 9.51% |
$724K - $807K
|
78.3K
$6.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-8.42K- 47.1% |
$741K - $826K
|
9.46K
$827K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-9.09K- 6.91% |
$801K - $892K
|
122K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-9.45K- 3.99% |
$832K - $927K
|
227K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-9.59K- 7.12% |
$844K - $941K
|
125K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9.63K- 74.18% |
$848K - $945K
|
3.35K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9.78K- 61.59% |
$861K - $959K
|
6.1K
$533K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-9.92K- 61.81% |
$873K - $972K
|
6.13K
$536K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-10K- 16.67% |
$880K - $981K
|
50K
$4.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-10.6K- 10.75% |
$931K - $1.04M
|
87.8K
$7.68M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-10.7K- 28.85% |
$938K - $1.04M
|
26.3K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.8K- 40.27% |
$954K - $1.06M
|
16.1K
$1.41M
|