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 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-586- 1.72% |
$49.4K - $54.7K
|
33.5K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-593- 3.83% |
$50K - $55.4K
|
14.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-601- 2.05% |
$50.7K - $56.1K
|
28.6K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-606- 19.82% |
$51.1K - $56.6K
|
2.45K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-615- 0.98% |
$51.9K - $57.4K
|
62.3K
$5.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-618- 4.76% |
$52.1K - $57.7K
|
12.4K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-625- 19.49% |
$52.7K - $58.4K
|
2.58K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-628- 18.54% |
$53K - $58.6K
|
2.76K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-630- 9.41% |
$53.1K - $58.8K
|
6.07K
$561K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-630- 12.57% |
$53.1K - $58.8K
|
4.38K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-631- 5.99% |
$53.2K - $58.9K
|
9.9K
$915K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-635- 1.44% |
$53.6K - $59.3K
|
43.5K
$4.02M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-637- 6.01% |
$53.7K - $59.5K
|
9.96K
$921K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-639- 4.5% |
$53.9K - $59.7K
|
13.6K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-650- 1.71% |
$54.8K - $60.7K
|
37.4K
$3.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-662- 2.48% |
$55.8K - $61.8K
|
26K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-662- 5.02% |
$55.8K - $61.8K
|
12.5K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-664- 4.84% |
$56K - $62K
|
13K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-667- 5.25% |
$56.3K - $62.3K
|
12K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-672- 7.59% |
$56.7K - $62.8K
|
8.18K
$756K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-678- 90.4% |
$57.2K - $63.3K
|
72
$6.65K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-681- 12.8% |
$57.4K - $63.6K
|
4.64K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-682- 5.06% |
$57.5K - $63.7K
|
12.8K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-689- 4.18% |
$58.1K - $64.3K
|
15.8K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-690- 17.87% |
$58.2K - $64.4K
|
3.17K
$293K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-691- 1.85% |
$58.3K - $64.5K
|
36.7K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-701- 16.46% |
$59.1K - $65.5K
|
3.56K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-708- 0.87% |
$59.7K - $66.1K
|
80.3K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-709- 19.0% |
$59.8K - $66.2K
|
3.02K
$279K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-713- 1.78% |
$60.1K - $66.6K
|
39.4K
$3.64M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-719- 0.46% |
$60.6K - $67.1K
|
156K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-720- 7.37% |
$60.7K - $67.2K
|
9.05K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-724- 6.0% |
$61.1K - $67.6K
|
11.3K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-740- 0.26% |
$62.4K - $69.1K
|
284K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-740- 18.4% |
$62.4K - $69.1K
|
3.28K
$303K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-742- 23.45% |
$62.6K - $69.3K
|
2.42K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-749- 0.75% |
$63.2K - $69.9K
|
99.3K
$9.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-750- 7.73% |
$63.3K - $70K
|
8.95K
$827K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-757- 50.5% |
$63.9K - $70.7K
|
742
$68.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-762- 5.54% |
$64.3K - $71.2K
|
13K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-765- 13.53% |
$64.5K - $71.4K
|
4.89K
$452K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-771- 3.49% |
$65K - $72K
|
21.3K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-772- 5.3% |
$65.1K - $72.1K
|
13.8K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-774- 18.9% |
$65.3K - $72.3K
|
3.32K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-778- 7.1% |
$65.6K - $72.7K
|
10.2K
$941K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-780- 0.81% |
$65.8K - $72.8K
|
95.2K
$8.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-798- 11.07% |
$67.3K - $74.5K
|
6.41K
$593K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-800- 49.91% |
$67.5K - $74.7K
|
803
$74.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-802- 1.29% |
$67.6K - $74.9K
|
61.5K
$5.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-805- 7.32% |
$67.9K - $75.2K
|
10.2K
$942K
|