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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$1.18K - $1.31K
|
4.59K
$437K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15- 0.05% |
$1.27K - $1.4K
|
28.2K
$2.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.04% |
$1.27K - $1.4K
|
33.3K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-15- 0.56% |
$1.27K - $1.4K
|
2.67K
$254K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-16- 0.4% |
$1.35K - $1.49K
|
4.02K
$382K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19- 0.19% |
$1.6K - $1.77K
|
9.83K
$935K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 0.56% |
$1.69K - $1.87K
|
3.56K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-20- 1.4% |
$1.69K - $1.87K
|
1.41K
$134K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 2.85% |
$1.69K - $1.87K
|
681
$64.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 0.78% |
$1.77K - $1.96K
|
2.67K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-21- 1.04% |
$1.77K - $1.96K
|
2K
$190K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-22- 0.51% |
$1.86K - $2.05K
|
4.31K
$410K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-23- 0.48% |
$1.94K - $2.15K
|
4.72K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23- 0.3% |
$1.94K - $2.15K
|
7.56K
$719K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-24- 0.19% |
$2.02K - $2.24K
|
12.9K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-24- 1.75% |
$2.02K - $2.24K
|
1.34K
$128K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-24- 0.4% |
$2.02K - $2.24K
|
5.96K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-25- 0.77% |
$2.11K - $2.33K
|
3.24K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 2.04% |
$2.19K - $2.43K
|
1.25K
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-27- 3.24% |
$2.28K - $2.52K
|
807
$76.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-28- 0.7% |
$2.36K - $2.61K
|
3.98K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-28- 0.37% |
$2.36K - $2.61K
|
7.49K
$712K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-28- 0.98% |
$2.36K - $2.61K
|
2.83K
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-31- 18.56% |
$2.61K - $2.9K
|
136
$12.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-35- 0.62% |
$2.95K - $3.27K
|
5.64K
$536K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-35- 0.3% |
$2.95K - $3.27K
|
11.6K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-35- 0.99% |
$2.95K - $3.27K
|
3.52K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.14% |
$3.12K - $3.46K
|
26.5K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-37- 0.95% |
$3.12K - $3.46K
|
3.86K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-37- 0.53% |
$3.12K - $3.46K
|
6.99K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-37- 0.8% |
$3.12K - $3.46K
|
4.57K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-37- 0.45% |
$3.12K - $3.46K
|
8.26K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 0.46% |
$3.21K - $3.55K
|
8.3K
$789K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-39- 0.27% |
$3.29K - $3.64K
|
14.5K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-40- 0.16% |
$3.37K - $3.74K
|
25K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-40- 0.96% |
$3.37K - $3.74K
|
4.14K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-41- 1.27% |
$3.46K - $3.83K
|
3.2K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-41- 1.06% |
$3.46K - $3.83K
|
3.82K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-41- 1.54% |
$3.46K - $3.83K
|
2.62K
$249K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-43- 0.39% |
$3.63K - $4.02K
|
11.1K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-43- 0.35% |
$3.63K - $4.02K
|
12.3K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-46- 1.28% |
$3.88K - $4.3K
|
3.54K
$336K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 1.5% |
$4.05K - $4.48K
|
3.16K
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-49- 1.27% |
$4.13K - $4.58K
|
3.81K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-49- 0.25% |
$4.13K - $4.58K
|
19.4K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-49- 49.0% |
$4.13K - $4.58K
|
51
$4.85K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 6.3% |
$4.13K - $4.58K
|
729
$69.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-50- 0.8% |
$4.22K - $4.67K
|
6.22K
$592K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-50- 0.1% |
$4.22K - $4.67K
|
49.1K
$4.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-50- 1.56% |
$4.22K - $4.67K
|
3.15K
$299K
|