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 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-237- 3.15% |
$20K - $22.1K
|
7.3K
$675K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-238- 36.01% |
$20.1K - $22.2K
|
423
$39.1K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-241- 0.65% |
$20.3K - $22.5K
|
37.1K
$3.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-242- 0.92% |
$20.4K - $22.6K
|
25.9K
$2.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.55% |
$20.9K - $23.2K
|
45K
$4.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-249- 4.49% |
$21K - $23.3K
|
5.29K
$489K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-250- 3.0% |
$21.1K - $23.3K
|
8.08K
$747K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-253- 0.82% |
$21.3K - $23.6K
|
30.6K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-253- 5.39% |
$21.3K - $23.6K
|
4.44K
$411K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-257- 3.11% |
$21.7K - $24K
|
8.02K
$741K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-257- 0.09% |
$21.7K - $24K
|
275K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-258- 1.91% |
$21.8K - $24.1K
|
13.2K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-259- 0.58% |
$21.8K - $24.2K
|
44.7K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-267- 3.44% |
$22.5K - $24.9K
|
7.5K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-267- 12.13% |
$22.5K - $24.9K
|
1.94K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-271- 8.1% |
$22.9K - $25.3K
|
3.07K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-272- 3.21% |
$22.9K - $25.4K
|
8.21K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-280- 7.71% |
$23.6K - $26.1K
|
3.35K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-282- 0.62% |
$23.8K - $26.3K
|
44.9K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-284- 0.86% |
$24K - $26.5K
|
32.8K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-286- 78.14% |
$24.1K - $26.7K
|
80
$7.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-289- 9.07% |
$24.4K - $27K
|
2.9K
$268K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-297- 2.26% |
$25.1K - $27.7K
|
12.8K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-300- 9.68% |
$25.3K - $28K
|
2.8K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-300- 7.35% |
$25.3K - $28K
|
3.78K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-300- 3.11% |
$25.3K - $28K
|
9.34K
$863K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-302- 1.41% |
$25.5K - $28.2K
|
21.1K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-303- 5.3% |
$25.6K - $28.3K
|
5.41K
$500K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-307- 1.65% |
$25.9K - $28.7K
|
18.3K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-315- 8.86% |
$26.6K - $29.4K
|
3.24K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-331- 8.14% |
$27.9K - $30.9K
|
3.73K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-332- 1.17% |
$28K - $31K
|
28.1K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-333- 7.88% |
$28.1K - $31.1K
|
3.9K
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-337- 9.43% |
$28.4K - $31.5K
|
3.24K
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-341- 3.97% |
$28.8K - $31.8K
|
8.25K
$762K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-342- 5.87% |
$28.8K - $31.9K
|
5.49K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-343- 12.29% |
$28.9K - $32K
|
2.45K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-348- 9.57% |
$29.4K - $32.5K
|
3.29K
$304K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-350- 2.26% |
$29.5K - $32.7K
|
15.1K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-356- 25.37% |
$30K - $33.2K
|
1.05K
$96.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-361- 2.73% |
$30.5K - $33.7K
|
12.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-361- 0.69% |
$30.5K - $33.7K
|
51.9K
$4.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-362- 0.11% |
$30.5K - $33.8K
|
323K
$29.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-362- 5.5% |
$30.5K - $33.8K
|
6.22K
$575K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-365- 1.82% |
$30.8K - $34.1K
|
19.7K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-367- 80.31% |
$31K - $34.3K
|
90
$8.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-370- 3.11% |
$31.2K - $34.6K
|
11.5K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-372- 2.28% |
$31.4K - $34.7K
|
15.9K
$1.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-386- 3.7% |
$32.6K - $36K
|
10K
$928K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-392- 8.99% |
$33.1K - $36.6K
|
3.97K
$367K
|