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 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-690- 17.87% |
$58.2K - $64.4K
|
3.17K
$302K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-691- 1.85% |
$58.3K - $64.5K
|
36.7K
$3.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-701- 16.46% |
$59.1K - $65.5K
|
3.56K
$339K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-708- 0.87% |
$59.7K - $66.1K
|
80.3K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-709- 19.0% |
$59.8K - $66.2K
|
3.02K
$288K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-713- 1.78% |
$60.1K - $66.6K
|
39.4K
$3.75M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-719- 0.46% |
$60.6K - $67.1K
|
156K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-720- 7.37% |
$60.7K - $67.2K
|
9.05K
$861K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-724- 6.0% |
$61.1K - $67.6K
|
11.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-740- 0.26% |
$62.4K - $69.1K
|
284K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-740- 18.4% |
$62.4K - $69.1K
|
3.28K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-742- 23.45% |
$62.6K - $69.3K
|
2.42K
$230K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-749- 0.75% |
$63.2K - $69.9K
|
99.3K
$9.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-750- 7.73% |
$63.3K - $70K
|
8.95K
$851K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-757- 50.5% |
$63.9K - $70.7K
|
742
$70.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-762- 5.54% |
$64.3K - $71.2K
|
13K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-765- 13.53% |
$64.5K - $71.4K
|
4.89K
$465K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-771- 3.49% |
$65K - $72K
|
21.3K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-772- 5.3% |
$65.1K - $72.1K
|
13.8K
$1.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-774- 18.9% |
$65.3K - $72.3K
|
3.32K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-778- 7.1% |
$65.6K - $72.7K
|
10.2K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-780- 0.81% |
$65.8K - $72.8K
|
95.2K
$9.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-798- 11.07% |
$67.3K - $74.5K
|
6.41K
$610K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-800- 49.91% |
$67.5K - $74.7K
|
803
$76.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-802- 1.29% |
$67.6K - $74.9K
|
61.5K
$5.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-805- 7.32% |
$67.9K - $75.2K
|
10.2K
$970K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-806- 13.86% |
$68K - $75.3K
|
5.01K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-806- 1.24% |
$68K - $75.3K
|
64.3K
$6.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-810- 0.91% |
$68.3K - $75.6K
|
88K
$8.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-811- 14.69% |
$68.4K - $75.7K
|
4.71K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-821- 2.38% |
$69.3K - $76.7K
|
33.7K
$3.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-824- 2.29% |
$69.5K - $77K
|
35.1K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-832- 4.12% |
$70.2K - $77.7K
|
19.4K
$1.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-833- 0.85% |
$70.3K - $77.8K
|
97.4K
$9.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-840- 3.05% |
$70.9K - $78.4K
|
26.7K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-842- 1.54% |
$71K - $78.6K
|
53.7K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-849- 7.59% |
$71.6K - $79.3K
|
10.3K
$983K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-850- 80.95% |
$71.7K - $79.4K
|
200
$19K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-854- 9.1% |
$72K - $79.8K
|
8.53K
$811K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-855- 25.71% |
$72.1K - $79.8K
|
2.47K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-865- 14.38% |
$73K - $80.8K
|
5.15K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-883- 5.49% |
$74.5K - $82.5K
|
15.2K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-884- 6.68% |
$74.6K - $82.6K
|
12.4K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-888- 0.86% |
$74.9K - $82.9K
|
103K
$9.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-896- 9.37% |
$75.6K - $83.7K
|
8.67K
$824K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-899- 17.21% |
$75.8K - $84K
|
4.33K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-906- 19.31% |
$76.4K - $84.6K
|
3.79K
$360K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-909- 2.7% |
$76.7K - $84.9K
|
32.8K
$3.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-910- 13.58% |
$76.8K - $85K
|
5.79K
$551K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-929- 8.83% |
$78.4K - $86.8K
|
9.6K
$913K
|