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 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-200- 2.07% |
$16.9K - $18.7K
|
9.44K
$898K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 1.93% |
$16.9K - $18.7K
|
10.2K
$966K
|
|
|
Nov 12, 2024
Q3 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-200- 0.67% |
$16.9K - $18.7K
|
29.9K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-200- 5.0% |
$16.9K - $18.7K
|
3.8K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 4.08% |
$16.9K - $18.7K
|
4.7K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-200- 7.46% |
$16.9K - $18.7K
|
2.48K
$236K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.6% |
$16.9K - $18.7K
|
12.3K
$1.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-204- 1.08% |
$17.2K - $19.1K
|
18.7K
$1.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-204- 5.09% |
$17.2K - $19.1K
|
3.81K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-204- 0.24% |
$17.2K - $19.1K
|
84.4K
$8.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-205- 2.15% |
$17.3K - $19.1K
|
9.34K
$888K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-206- 0.88% |
$17.4K - $19.2K
|
23.2K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-211- 8.23% |
$17.8K - $19.7K
|
2.35K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-211- 0.2% |
$17.8K - $19.7K
|
106K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-212- 2.61% |
$17.9K - $19.8K
|
7.92K
$753K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-213- 2.5% |
$18K - $19.9K
|
8.3K
$789K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-213- 5.45% |
$18K - $19.9K
|
3.7K
$351K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-215- 2.21% |
$18.1K - $20.1K
|
9.51K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-217- 0.51% |
$18.3K - $20.3K
|
42.1K
$4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-222- 16.12% |
$18.7K - $20.7K
|
1.16K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-222- 0.68% |
$18.7K - $20.7K
|
32.6K
$3.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-224- 23.0% |
$18.9K - $20.9K
|
750
$71.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-225- 1.14% |
$19K - $21K
|
19.4K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-230- 5.77% |
$19.4K - $21.5K
|
3.76K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-230- 4.68% |
$19.4K - $21.5K
|
4.68K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-230- 89.49% |
$19.4K - $21.5K
|
27
$2.57K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-234- 3.6% |
$19.7K - $21.9K
|
6.27K
$597K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-237- 4.5% |
$20K - $22.1K
|
5.02K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-237- 1.59% |
$20K - $22.1K
|
14.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-237- 3.15% |
$20K - $22.1K
|
7.3K
$694K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-238- 36.01% |
$20.1K - $22.2K
|
423
$40.2K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-241- 0.65% |
$20.3K - $22.5K
|
37.1K
$3.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-242- 0.92% |
$20.4K - $22.6K
|
25.9K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.55% |
$20.9K - $23.2K
|
45K
$4.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-249- 4.49% |
$21K - $23.3K
|
5.29K
$503K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-253- 0.82% |
$21.3K - $23.6K
|
30.6K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-253- 5.39% |
$21.3K - $23.6K
|
4.44K
$423K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-257- 3.11% |
$21.7K - $24K
|
8.02K
$762K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-257- 0.09% |
$21.7K - $24K
|
275K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-258- 1.91% |
$21.8K - $24.1K
|
13.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-259- 0.58% |
$21.8K - $24.2K
|
44.7K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-267- 3.44% |
$22.5K - $24.9K
|
7.5K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-267- 12.13% |
$22.5K - $24.9K
|
1.94K
$184K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-271- 8.1% |
$22.9K - $25.3K
|
3.07K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-272- 3.21% |
$22.9K - $25.4K
|
8.21K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-280- 7.71% |
$23.6K - $26.1K
|
3.35K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-282- 0.62% |
$23.8K - $26.3K
|
44.9K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-284- 0.86% |
$24K - $26.5K
|
32.8K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-286- 78.14% |
$24.1K - $26.7K
|
80
$7.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-289- 9.07% |
$24.4K - $27K
|
2.9K
$276K
|