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 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-470- 7.46% |
$39.6K - $43.9K
|
5.83K
$554K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-476- 14.02% |
$40.2K - $44.5K
|
2.92K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-478- 4.33% |
$40.3K - $44.6K
|
10.6K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-486- 8.81% |
$41K - $45.4K
|
5.03K
$479K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-487- 5.09% |
$41.1K - $45.5K
|
9.07K
$863K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-489- 4.67% |
$41.2K - $45.7K
|
9.99K
$950K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-489- 4.89% |
$41.2K - $45.7K
|
9.51K
$904K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-491- 11.16% |
$41.4K - $45.9K
|
3.91K
$372K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-496- 4.06% |
$41.8K - $46.3K
|
11.7K
$1.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-500- 63.45% |
$42.2K - $46.7K
|
288
$27.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-503- 4.34% |
$42.4K - $47K
|
11.1K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-505- 16.01% |
$42.6K - $47.2K
|
2.65K
$252K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-506- 2.16% |
$42.7K - $47.3K
|
22.9K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-506- 5.78% |
$42.7K - $47.3K
|
8.25K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-508- 11.29% |
$42.8K - $47.4K
|
3.99K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-518- 6.52% |
$43.7K - $48.4K
|
7.43K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-522- 1.03% |
$44K - $48.7K
|
50.2K
$4.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-533- 1.27% |
$45K - $49.8K
|
41.5K
$3.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-543- 0.74% |
$45.8K - $50.7K
|
73.2K
$6.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-543- 32.51% |
$45.8K - $50.7K
|
1.13K
$107K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-543- 61.77% |
$45.8K - $50.7K
|
336
$32K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-552- 5.98% |
$46.6K - $51.6K
|
8.68K
$825K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-563- 6.66% |
$47.5K - $52.6K
|
7.89K
$751K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-569- 19.87% |
$48K - $53.1K
|
2.3K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-571- 3.96% |
$48.2K - $53.3K
|
13.8K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-575- 10.13% |
$48.5K - $53.7K
|
5.1K
$485K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-582- 0.39% |
$49.1K - $54.4K
|
150K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-586- 1.72% |
$49.4K - $54.7K
|
33.5K
$3.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-593- 3.83% |
$50K - $55.4K
|
14.9K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-601- 2.05% |
$50.7K - $56.1K
|
28.6K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-606- 19.82% |
$51.1K - $56.6K
|
2.45K
$233K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-615- 0.98% |
$51.9K - $57.4K
|
62.3K
$5.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-618- 4.76% |
$52.1K - $57.7K
|
12.4K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-625- 19.49% |
$52.7K - $58.4K
|
2.58K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-628- 18.54% |
$53K - $58.6K
|
2.76K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-630- 9.41% |
$53.1K - $58.8K
|
6.07K
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-630- 12.57% |
$53.1K - $58.8K
|
4.38K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-631- 5.99% |
$53.2K - $58.9K
|
9.9K
$941K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-635- 1.44% |
$53.6K - $59.3K
|
43.5K
$4.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-639- 4.5% |
$53.9K - $59.7K
|
13.6K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-650- 1.71% |
$54.8K - $60.7K
|
37.4K
$3.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-662- 2.48% |
$55.8K - $61.8K
|
26K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-662- 5.02% |
$55.8K - $61.8K
|
12.5K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-664- 4.84% |
$56K - $62K
|
13K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-667- 5.25% |
$56.3K - $62.3K
|
12K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-672- 7.59% |
$56.7K - $62.8K
|
8.18K
$778K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-678- 90.4% |
$57.2K - $63.3K
|
72
$6.85K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-681- 12.8% |
$57.4K - $63.6K
|
4.64K
$441K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-682- 5.06% |
$57.5K - $63.7K
|
12.8K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-689- 4.18% |
$58.1K - $64.3K
|
15.8K
$1.5M
|