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 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-951- 5.53% |
$80.2K - $88.8K
|
16.3K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-957- 29.46% |
$80.7K - $89.4K
|
2.29K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-964- 12.21% |
$81.3K - $90K
|
6.93K
$662K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-967- 17.56% |
$81.6K - $90.3K
|
4.54K
$434K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-976- 3.15% |
$82.3K - $91.1K
|
30K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-978- 6.72% |
$82.5K - $91.3K
|
13.6K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-979- 6.27% |
$82.6K - $91.4K
|
14.6K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-981- 11.47% |
$82.7K - $91.6K
|
7.57K
$723K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-987- 13.53% |
$83.3K - $92.2K
|
6.31K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-990- 10.66% |
$83.5K - $92.5K
|
8.3K
$793K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-996- 29.8% |
$84K - $93K
|
2.35K
$224K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1K- 8.56% |
$84.4K - $93.4K
|
10.7K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.02K- 1.75% |
$85.9K - $95.1K
|
57.3K
$5.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.03K- 2.89% |
$86.5K - $95.7K
|
34.4K
$3.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.03K- 10.93% |
$86.6K - $95.9K
|
8.37K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 22.65% |
$86.8K - $96.1K
|
3.51K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.05K- 13.04% |
$88.6K - $98.1K
|
7K
$669K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.06K- 10.04% |
$89.4K - $99K
|
9.5K
$908K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 1.85% |
$90.5K - $100K
|
57K
$5.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.08K- 4.83% |
$90.9K - $101K
|
21.3K
$2.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 5.68% |
$91.9K - $102K
|
18.1K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.1K- 9.47% |
$92.4K - $102K
|
10.5K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.1K- 0.26% |
$92.8K - $103K
|
428K
$40.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.1K- 9.18% |
$93K - $103K
|
10.9K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 9.22% |
$93.2K - $103K
|
10.9K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.12K- 11.41% |
$94.5K - $105K
|
8.7K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.13K- 17.51% |
$95.6K - $106K
|
5.34K
$510K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.14K- 15.79% |
$95.7K - $106K
|
6.06K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.14K- 8.17% |
$96.2K - $106K
|
12.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.15K- 19.44% |
$96.9K - $107K
|
4.76K
$455K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.15K- 64.3% |
$97.1K - $107K
|
639
$61K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.16K- 1.07% |
$98K - $109K
|
108K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.17K- 11.51% |
$98.7K - $109K
|
9K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.18K- 14.18% |
$99.7K - $110K
|
7.15K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.19K- 3.0% |
$100K - $111K
|
38.4K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.2K- 2.12% |
$101K - $112K
|
55.1K
$5.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.2K- 0.34% |
$101K - $112K
|
355K
$33.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.21K- 7.32% |
$102K - $113K
|
15.4K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 5.9% |
$103K - $114K
|
19.4K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.23K- 0.6% |
$103K - $114K
|
201K
$19.2M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.25K- 29.57% |
$106K - $117K
|
2.98K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.26K- 30.15% |
$106K - $117K
|
2.92K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.28K- 1.07% |
$108K - $119K
|
118K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.28K- 18.69% |
$108K - $120K
|
5.57K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-1.28K- 1.94% |
$108K - $120K
|
64.8K
$6.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.29K- 3.27% |
$108K - $120K
|
38K
$3.63M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.31K- 15.18% |
$110K - $122K
|
7.32K
$699K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.31K- 1.79% |
$110K - $122K
|
71.8K
$6.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.32K- 2.11% |
$111K - $123K
|
61.2K
$5.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.32K- 11.75% |
$112K - $124K
|
9.94K
$949K
|