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 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.17K- 73.83% |
$720K - $802K
|
2.9K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-8.23K- 9.51% |
$724K - $807K
|
78.3K
$6.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-8.42K- 47.1% |
$741K - $826K
|
9.46K
$770K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-9.09K- 6.91% |
$801K - $892K
|
122K
$9.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-9.45K- 3.99% |
$832K - $927K
|
227K
$18.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-9.59K- 7.12% |
$844K - $941K
|
125K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9.63K- 74.18% |
$848K - $945K
|
3.35K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9.78K- 61.59% |
$861K - $959K
|
6.1K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-9.92K- 61.81% |
$873K - $972K
|
6.13K
$499K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-10K- 16.67% |
$880K - $981K
|
50K
$4.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-10.6K- 10.75% |
$931K - $1.04M
|
87.8K
$7.15M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-10.7K- 28.85% |
$938K - $1.04M
|
26.3K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.8K- 40.27% |
$954K - $1.06M
|
16.1K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.2K- 8.4% |
$986K - $1.1M
|
122K
$9.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.7K- 25.33% |
$1.03M - $1.15M
|
34.5K
$2.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-11.8K- 2.66% |
$1.04M - $1.16M
|
432K
$35.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.8K- 39.42% |
$1.04M - $1.16M
|
18.2K
$1.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-12K- 97.77% |
$1.06M - $1.18M
|
273
$22.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.4K- 39.47% |
$1.1M - $1.22M
|
19.1K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.5K- 16.52% |
$1.1M - $1.23M
|
63.1K
$5.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-12.5K- 11.3% |
$1.1M - $1.23M
|
98.3K
$8M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-12.5K- 58.89% |
$1.1M - $1.23M
|
8.76K
$713K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13K- 24.95% |
$1.14M - $1.27M
|
39K
$3.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.3K- 8.12% |
$1.17M - $1.3M
|
150K
$12.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-13.5K- 40.99% |
$1.19M - $1.33M
|
19.5K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13.6K- 46.46% |
$1.19M - $1.33M
|
15.6K
$1.27M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.6K- 9.28% |
$1.2M - $1.34M
|
133K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13.7K- 55.71% |
$1.2M - $1.34M
|
10.9K
$884K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-14.2K- 18.78% |
$1.25M - $1.39M
|
61.4K
$5M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-14.3K- 4.94% |
$1.26M - $1.4M
|
275K
$22.4M
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-14.4K- 79.72% |
$1.27M - $1.41M
|
3.66K
$298K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14.7K- 49.51% |
$1.3M - $1.44M
|
15K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.7K- 30.98% |
$1.3M - $1.45M
|
32.8K
$2.67M
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-14.9K- 14.52% |
$1.31M - $1.46M
|
87.7K
$7.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-15.2K- 44.68% |
$1.33M - $1.49M
|
18.8K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.4K- 18.67% |
$1.35M - $1.51M
|
67K
$5.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 12.04% |
$1.36M - $1.51M
|
112K
$9.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-15.6K- 12.01% |
$1.37M - $1.53M
|
114K
$9.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16.4K- 31.73% |
$1.44M - $1.6M
|
35.2K
$2.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-16.4K- 41.42% |
$1.44M - $1.61M
|
23.2K
$1.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-16.4K- 15.41% |
$1.44M - $1.61M
|
90K
$7.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 52.95% |
$1.51M - $1.69M
|
15.3K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-17.3K- 26.28% |
$1.52M - $1.7M
|
48.5K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.5K- 9.1% |
$1.54M - $1.72M
|
175K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.6K- 28.41% |
$1.55M - $1.73M
|
44.4K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.2K- 12.42% |
$1.6M - $1.79M
|
128K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-18.3K- 30.84% |
$1.61M - $1.8M
|
41.1K
$3.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18.4K- 4.99% |
$1.62M - $1.8M
|
350K
$28.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19.1K- 8.09% |
$1.68M - $1.87M
|
216K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.8K- 37.85% |
$1.74M - $1.94M
|
32.5K
$2.65M
|