Purchases and Sales Made in Q3 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1- 0.11% |
$84.4 - $93.4
|
895
$82.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.02% |
$84.4 - $93.4
|
4.32K
$399K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.78% |
$84.4 - $93.4
|
128
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.01% |
$84.4 - $93.4
|
10.5K
$971K
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.03% |
$253 - $280
|
10.3K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 3.09% |
$253 - $280
|
94
$8.69K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 3.75% |
$253 - $280
|
77
$7.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4- 16.0% |
$337 - $374
|
21
$1.94K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 8.93% |
$422 - $467
|
51
$4.71K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-5- 0.05% |
$422 - $467
|
9.16K
$847K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5- 0.5% |
$422 - $467
|
999
$92.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-8- 0.07% |
$675 - $747
|
11.1K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-10- 1.69% |
$844 - $934
|
582
$53.8K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-10- 0.03% |
$844 - $934
|
36K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 2.59% |
$844 - $934
|
376
$34.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-13- 0.69% |
$1.1K - $1.21K
|
1.87K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-13- 0.12% |
$1.1K - $1.21K
|
10.6K
$980K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$1.18K - $1.31K
|
4.59K
$424K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15- 0.05% |
$1.27K - $1.4K
|
28.2K
$2.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.04% |
$1.27K - $1.4K
|
33.3K
$3.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-15- 0.56% |
$1.27K - $1.4K
|
2.67K
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-16- 0.4% |
$1.35K - $1.49K
|
4.02K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19- 0.19% |
$1.6K - $1.77K
|
9.83K
$908K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 0.56% |
$1.69K - $1.87K
|
3.56K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-20- 1.4% |
$1.69K - $1.87K
|
1.41K
$130K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 2.85% |
$1.69K - $1.87K
|
681
$62.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 0.78% |
$1.77K - $1.96K
|
2.67K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-21- 1.04% |
$1.77K - $1.96K
|
2K
$185K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-22- 0.51% |
$1.86K - $2.05K
|
4.31K
$399K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-23- 0.48% |
$1.94K - $2.15K
|
4.72K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23- 0.3% |
$1.94K - $2.15K
|
7.56K
$699K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-24- 0.19% |
$2.02K - $2.24K
|
12.9K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-24- 1.75% |
$2.02K - $2.24K
|
1.34K
$124K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-24- 0.4% |
$2.02K - $2.24K
|
5.96K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-25- 0.77% |
$2.11K - $2.33K
|
3.24K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 2.04% |
$2.19K - $2.43K
|
1.25K
$116K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-27- 3.24% |
$2.28K - $2.52K
|
807
$74.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-28- 0.7% |
$2.36K - $2.61K
|
3.98K
$368K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-28- 0.37% |
$2.36K - $2.61K
|
7.49K
$692K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-28- 0.98% |
$2.36K - $2.61K
|
2.83K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-31- 18.56% |
$2.61K - $2.9K
|
136
$12.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-35- 0.62% |
$2.95K - $3.27K
|
5.64K
$521K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-35- 0.3% |
$2.95K - $3.27K
|
11.6K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-35- 0.99% |
$2.95K - $3.27K
|
3.52K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.14% |
$3.12K - $3.46K
|
26.5K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-37- 0.95% |
$3.12K - $3.46K
|
3.86K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-37- 0.53% |
$3.12K - $3.46K
|
6.99K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-37- 0.8% |
$3.12K - $3.46K
|
4.57K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-37- 0.45% |
$3.12K - $3.46K
|
8.26K
$763K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-38- 6.06% |
$3.21K - $3.55K
|
589
$54.4K
|