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 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-11.2K- 8.4% |
$986K - $1.1M
|
122K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-11.7K- 25.33% |
$1.03M - $1.15M
|
34.5K
$3.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-11.8K- 2.66% |
$1.04M - $1.16M
|
432K
$37.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.8K- 39.42% |
$1.04M - $1.16M
|
18.2K
$1.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-12K- 97.77% |
$1.06M - $1.18M
|
273
$23.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.4K- 39.47% |
$1.1M - $1.22M
|
19.1K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.5K- 16.52% |
$1.1M - $1.23M
|
63.1K
$5.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-12.5K- 11.3% |
$1.1M - $1.23M
|
98.3K
$8.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-12.5K- 58.89% |
$1.1M - $1.23M
|
8.76K
$766K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13K- 24.95% |
$1.14M - $1.27M
|
39K
$3.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.3K- 8.12% |
$1.17M - $1.3M
|
150K
$13.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-13.5K- 40.99% |
$1.19M - $1.33M
|
19.5K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-13.6K- 46.46% |
$1.19M - $1.33M
|
15.6K
$1.37M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.6K- 9.28% |
$1.2M - $1.34M
|
133K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13.7K- 55.71% |
$1.2M - $1.34M
|
10.9K
$950K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-14.2K- 18.78% |
$1.25M - $1.39M
|
61.4K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-14.3K- 4.94% |
$1.26M - $1.4M
|
275K
$24.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-14.7K- 49.51% |
$1.3M - $1.44M
|
15K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.7K- 30.98% |
$1.3M - $1.45M
|
32.8K
$2.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-15.2K- 44.68% |
$1.33M - $1.49M
|
18.8K
$1.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.4K- 18.67% |
$1.35M - $1.51M
|
67K
$5.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-15.4K- 12.04% |
$1.36M - $1.51M
|
112K
$9.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-15.6K- 12.01% |
$1.37M - $1.53M
|
114K
$10M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16.4K- 31.73% |
$1.44M - $1.6M
|
35.2K
$3.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-16.4K- 41.42% |
$1.44M - $1.61M
|
23.2K
$2.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-16.4K- 15.41% |
$1.44M - $1.61M
|
90K
$7.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 52.95% |
$1.51M - $1.69M
|
15.3K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-17.3K- 26.28% |
$1.52M - $1.7M
|
48.5K
$4.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.5K- 9.1% |
$1.54M - $1.72M
|
175K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.6K- 28.41% |
$1.55M - $1.73M
|
44.4K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.2K- 12.42% |
$1.6M - $1.79M
|
128K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-18.3K- 30.84% |
$1.61M - $1.8M
|
41.1K
$3.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-18.4K- 4.99% |
$1.62M - $1.8M
|
350K
$30.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19.1K- 8.09% |
$1.68M - $1.87M
|
216K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.8K- 37.85% |
$1.74M - $1.94M
|
32.5K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20K- 7.59% |
$1.76M - $1.96M
|
243K
$21.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-22.1K- 57.85% |
$1.95M - $2.17M
|
16.1K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-22.5K- 21.71% |
$1.98M - $2.2M
|
81K
$7.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-23.2K- 90.16% |
$2.04M - $2.28M
|
2.53K
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-25.5K- 94.88% |
$2.25M - $2.5M
|
1.38K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Granger Management LLC
|
SELL
|
- |
-26.7K- 9.47% |
$2.35M - $2.62M
|
255K
$22.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27K- 2.17% |
$2.38M - $2.65M
|
1.22M
$107M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-27.2K- 24.4% |
$2.39M - $2.67M
|
84.2K
$7.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-27.9KClosed |
$2.46M - $2.74M
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-28K- 84.85% |
$2.47M - $2.75M
|
5K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28K- 5.85% |
$2.47M - $2.75M
|
451K
$39.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-28K- 54.57% |
$2.47M - $2.75M
|
23.3K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-28.1K- 4.04% |
$2.47M - $2.75M
|
667K
$58.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-29.5K- 28.78% |
$2.6M - $2.9M
|
73.1K
$6.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-29.7K- 12.1% |
$2.61M - $2.91M
|
216K
$18.9M
|