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 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-130- 1.02% |
$11K - $12.1K
|
12.6K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-131- 4.5% |
$11K - $12.2K
|
2.78K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-131- 0.87% |
$11K - $12.2K
|
15K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-133- 59.64% |
$11.2K - $12.4K
|
90
$8.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 0.37% |
$11.2K - $12.4K
|
35.9K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-133- 5.04% |
$11.2K - $12.4K
|
2.51K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-133- 2.71% |
$11.2K - $12.4K
|
4.77K
$455K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-136- 0.4% |
$11.5K - $12.7K
|
34.2K
$3.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 30.87% |
$11.6K - $12.9K
|
309
$29.5K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-140- 11.32% |
$11.8K - $13.1K
|
1.1K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-140- 2.29% |
$11.8K - $13.1K
|
5.99K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-142- 0.49% |
$12K - $13.3K
|
28.6K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 9.75% |
$12K - $13.3K
|
1.31K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-142- 3.72% |
$12K - $13.3K
|
3.67K
$351K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-144- 4.14% |
$12.1K - $13.4K
|
3.33K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-144- 1.28% |
$12.1K - $13.4K
|
11.1K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-148- 1.85% |
$12.5K - $13.8K
|
7.86K
$751K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-148- 2.77% |
$12.5K - $13.8K
|
5.19K
$496K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-150- 0.52% |
$12.7K - $14K
|
28.6K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-150- 2.17% |
$12.7K - $14K
|
6.76K
$645K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-155- 3.31% |
$13.1K - $14.5K
|
4.53K
$432K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-156- 6.06% |
$13.2K - $14.6K
|
2.42K
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-159- 0.47% |
$13.4K - $14.8K
|
33.7K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-160- 2.26% |
$13.5K - $14.9K
|
6.93K
$662K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-160- 1.91% |
$13.5K - $14.9K
|
8.22K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-160- 45.85% |
$13.5K - $14.9K
|
189
$18.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-162- 3.73% |
$13.7K - $15.1K
|
4.18K
$399K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-162- 1.22% |
$13.7K - $15.1K
|
13.1K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-162- 5.37% |
$13.7K - $15.1K
|
2.86K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-164- 43.39% |
$13.8K - $15.3K
|
214
$20.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-164- 0.08% |
$13.8K - $15.3K
|
213K
$20.3M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-169- 3.53% |
$14.3K - $15.8K
|
4.62K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-170- 1.83% |
$14.3K - $15.9K
|
9.14K
$873K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-172- 17.79% |
$14.5K - $16.1K
|
795
$75.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-172- 4.34% |
$14.5K - $16.1K
|
3.79K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-173- 2.2% |
$14.6K - $16.2K
|
7.69K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-175- 0.93% |
$14.8K - $16.3K
|
18.6K
$1.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-177- 41.55% |
$14.9K - $16.5K
|
249
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-181- 0.08% |
$15.3K - $16.9K
|
239K
$22.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-187- 1.74% |
$15.8K - $17.5K
|
10.6K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-187- 1.88% |
$15.8K - $17.5K
|
9.75K
$931K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-189- 1.48% |
$15.9K - $17.7K
|
12.6K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-191- 2.34% |
$16.1K - $17.8K
|
7.97K
$761K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-193- 2.53% |
$16.3K - $18K
|
7.44K
$711K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-195- 3.21% |
$16.4K - $18.2K
|
5.88K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-195- 2.75% |
$16.4K - $18.2K
|
6.91K
$660K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-197- 5.34% |
$16.6K - $18.4K
|
3.49K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-199- 6.25% |
$16.8K - $18.6K
|
2.99K
$285K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-200- 2.24% |
$16.9K - $18.7K
|
8.74K
$835K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-200- 1.31% |
$16.9K - $18.7K
|
15.1K
$1.44M
|