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 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-394- 3.94% |
$33.2K - $36.8K
|
9.61K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 1.21% |
$33.7K - $37.4K
|
32.6K
$3.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-401- 8.35% |
$33.8K - $37.4K
|
4.4K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-405- 8.44% |
$34.2K - $37.8K
|
4.39K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-406- 5.77% |
$34.2K - $37.9K
|
6.63K
$613K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-408- 0.67% |
$34.4K - $38.1K
|
60.6K
$5.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-411- 2.66% |
$34.7K - $38.4K
|
15.1K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-421- 0.36% |
$35.5K - $39.3K
|
116K
$10.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-424- 0.73% |
$35.8K - $39.6K
|
57.7K
$5.34M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-428- 1.85% |
$36.1K - $40K
|
22.7K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-432- 8.2% |
$36.4K - $40.3K
|
4.84K
$447K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-435- 35.22% |
$36.7K - $40.6K
|
800
$73.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-441- 5.2% |
$37.2K - $41.2K
|
8.04K
$743K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-441- 29.17% |
$37.2K - $41.2K
|
1.07K
$99K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-445- 13.71% |
$37.5K - $41.6K
|
2.8K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
SELL
|
- |
-445- 1.21% |
$37.5K - $41.6K
|
36.4K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-447- 1.21% |
$37.7K - $41.7K
|
36.6K
$3.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-450- 1.73% |
$38K - $42K
|
25.5K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-450- 4.14% |
$38K - $42K
|
10.4K
$962K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-455- 0.51% |
$38.4K - $42.5K
|
89.5K
$8.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-456- 13.6% |
$38.5K - $42.6K
|
2.9K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-456- 8.5% |
$38.5K - $42.6K
|
4.91K
$454K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-457- 3.14% |
$38.5K - $42.7K
|
14.1K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-470- 7.46% |
$39.6K - $43.9K
|
5.83K
$539K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-476- 14.02% |
$40.2K - $44.5K
|
2.92K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-478- 4.33% |
$40.3K - $44.6K
|
10.6K
$976K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-486- 8.81% |
$41K - $45.4K
|
5.03K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-487- 5.09% |
$41.1K - $45.5K
|
9.07K
$839K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-489- 4.67% |
$41.2K - $45.7K
|
9.99K
$923K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-489- 4.89% |
$41.2K - $45.7K
|
9.51K
$879K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-491- 11.16% |
$41.4K - $45.9K
|
3.91K
$361K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-496- 4.06% |
$41.8K - $46.3K
|
11.7K
$1.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-500- 63.45% |
$42.2K - $46.7K
|
288
$26.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-503- 4.34% |
$42.4K - $47K
|
11.1K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-505- 16.01% |
$42.6K - $47.2K
|
2.65K
$245K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-506- 2.16% |
$42.7K - $47.3K
|
22.9K
$2.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-506- 5.78% |
$42.7K - $47.3K
|
8.25K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-508- 11.29% |
$42.8K - $47.4K
|
3.99K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-518- 6.52% |
$43.7K - $48.4K
|
7.43K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-522- 1.03% |
$44K - $48.7K
|
50.2K
$4.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-533- 1.27% |
$45K - $49.8K
|
41.5K
$3.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-543- 0.74% |
$45.8K - $50.7K
|
73.2K
$6.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-543- 32.51% |
$45.8K - $50.7K
|
1.13K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-543- 61.77% |
$45.8K - $50.7K
|
336
$31.1K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-552- 5.98% |
$46.6K - $51.6K
|
8.68K
$802K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-563- 6.66% |
$47.5K - $52.6K
|
7.89K
$729K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-569- 19.87% |
$48K - $53.1K
|
2.3K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-571- 3.96% |
$48.2K - $53.3K
|
13.8K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-575- 10.13% |
$48.5K - $53.7K
|
5.1K
$471K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-582- 0.39% |
$49.1K - $54.4K
|
150K
$13.8M
|