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 |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-94- 0.3% |
$7.93K - $8.78K
|
31.4K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-98- 0.64% |
$8.27K - $9.15K
|
15.1K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-98- 2.69% |
$8.27K - $9.15K
|
3.54K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 2.44% |
$8.44K - $9.34K
|
3.99K
$369K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.07% |
$8.44K - $9.34K
|
3.16K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-103- 1.31% |
$8.69K - $9.62K
|
7.76K
$717K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-107- 44.77% |
$9.03K - $9.99K
|
132
$12.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-109- 2.58% |
$9.19K - $10.2K
|
4.11K
$380K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-110- 0.85% |
$9.28K - $10.3K
|
12.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-113- 0.85% |
$9.53K - $10.6K
|
13.1K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-116- 1.13% |
$9.78K - $10.8K
|
10.2K
$940K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-118- 0.78% |
$9.95K - $11K
|
15.1K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-118- 5.32% |
$9.95K - $11K
|
2.1K
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-122- 2.19% |
$10.3K - $11.4K
|
5.46K
$504K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 2.7% |
$10.3K - $11.4K
|
4.39K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-123- 0.34% |
$10.4K - $11.5K
|
36.3K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.69% |
$10.5K - $11.7K
|
4.51K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-128- 1.79% |
$10.8K - $12K
|
7.03K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-129- 5.04% |
$10.9K - $12K
|
2.43K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-129- 31.08% |
$10.9K - $12K
|
286
$26.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-130- 1.02% |
$11K - $12.1K
|
12.6K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-131- 4.5% |
$11K - $12.2K
|
2.78K
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-131- 0.87% |
$11K - $12.2K
|
15K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-133- 59.64% |
$11.2K - $12.4K
|
90
$8.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 0.37% |
$11.2K - $12.4K
|
35.9K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-133- 5.04% |
$11.2K - $12.4K
|
2.51K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-133- 2.71% |
$11.2K - $12.4K
|
4.77K
$441K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-136- 0.4% |
$11.5K - $12.7K
|
34.2K
$3.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 30.87% |
$11.6K - $12.9K
|
309
$28.6K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-140- 11.32% |
$11.8K - $13.1K
|
1.1K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-140- 2.29% |
$11.8K - $13.1K
|
5.99K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-142- 0.49% |
$12K - $13.3K
|
28.6K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 9.75% |
$12K - $13.3K
|
1.31K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-142- 3.72% |
$12K - $13.3K
|
3.67K
$339K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-144- 4.14% |
$12.1K - $13.4K
|
3.33K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-144- 1.28% |
$12.1K - $13.4K
|
11.1K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-148- 1.85% |
$12.5K - $13.8K
|
7.86K
$727K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-148- 2.77% |
$12.5K - $13.8K
|
5.19K
$480K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-148- 4.28% |
$12.5K - $13.8K
|
3.31K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-150- 0.52% |
$12.7K - $14K
|
28.6K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-150- 2.17% |
$12.7K - $14K
|
6.76K
$624K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-155- 3.31% |
$13.1K - $14.5K
|
4.53K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-156- 6.06% |
$13.2K - $14.6K
|
2.42K
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-159- 0.47% |
$13.4K - $14.8K
|
33.7K
$3.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-160- 2.26% |
$13.5K - $14.9K
|
6.93K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-160- 1.91% |
$13.5K - $14.9K
|
8.22K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-160- 45.85% |
$13.5K - $14.9K
|
189
$17.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-162- 3.73% |
$13.7K - $15.1K
|
4.18K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-162- 1.22% |
$13.7K - $15.1K
|
13.1K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-162- 5.37% |
$13.7K - $15.1K
|
2.86K
$264K
|