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 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.32K- 10.02% |
$112K - $124K
|
11.9K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.33K- 9.34% |
$112K - $124K
|
12.9K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.36K- 17.67% |
$115K - $127K
|
6.34K
$603K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.36K- 9.88% |
$115K - $127K
|
12.4K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 1.89% |
$115K - $128K
|
71K
$6.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.39K- 1.81% |
$117K - $130K
|
75.7K
$7.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.39K- 7.14% |
$117K - $130K
|
18.1K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.45K- 0.14% |
$122K - $135K
|
1.04M
$99M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.45K- 9.66% |
$122K - $135K
|
13.6K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.46K- 6.89% |
$123K - $136K
|
19.7K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 21.67% |
$124K - $137K
|
5.3K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 6.25% |
$125K - $138K
|
22.2K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.5K- 36.62% |
$126K - $140K
|
2.59K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.5K- 5.31% |
$127K - $140K
|
26.8K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.51K- 36.19% |
$128K - $141K
|
2.67K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.52K- 19.3% |
$129K - $142K
|
6.37K
$606K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.53K- 1.32% |
$129K - $143K
|
115K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.54K- 19.1% |
$130K - $144K
|
6.51K
$619K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.54K- 22.18% |
$130K - $144K
|
5.4K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 0.96% |
$130K - $144K
|
159K
$15.1M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.55K- 0.93% |
$131K - $145K
|
166K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.56K- 18.42% |
$131K - $145K
|
6.89K
$655K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.56K- 13.98% |
$132K - $146K
|
9.6K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.57K- 5.57% |
$133K - $147K
|
26.7K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.6K- 4.04% |
$135K - $149K
|
38K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.6K- 25.96% |
$135K - $150K
|
4.57K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 23.84% |
$136K - $150K
|
5.14K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.63K- 9.85% |
$138K - $153K
|
14.9K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.65K- 2.43% |
$139K - $154K
|
66.2K
$6.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.66K- 1.36% |
$140K - $155K
|
121K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.69K- 32.3% |
$143K - $158K
|
3.55K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.71K- 1.83% |
$144K - $159K
|
91.6K
$8.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.72K- 92.79% |
$145K - $161K
|
134
$12.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.74K- 12.18% |
$147K - $162K
|
12.5K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.75K- 4.3% |
$148K - $164K
|
39K
$3.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.76K- 1.64% |
$148K - $164K
|
106K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.79K- 42.81% |
$151K - $167K
|
2.39K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.8K- 30.34% |
$151K - $168K
|
4.12K
$392K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.8K- 12.37% |
$152K - $168K
|
12.7K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.8K- 7.35% |
$152K - $168K
|
22.7K
$2.16M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.85K- 5.45% |
$156K - $172K
|
32.1K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.86K- 6.84% |
$157K - $174K
|
25.3K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.87K- 14.17% |
$158K - $175K
|
11.4K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.89K- 2.24% |
$160K - $177K
|
82.6K
$7.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.65% |
$160K - $177K
|
290K
$27.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-1.91K- 42.88% |
$161K - $179K
|
2.55K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 26.65% |
$163K - $180K
|
5.31K
$505K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.94K- 8.33% |
$164K - $181K
|
21.4K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 3.77% |
$165K - $183K
|
50K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.97K- 18.55% |
$166K - $184K
|
8.64K
$821K
|