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 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.6K- 25.96% |
$135K - $150K
|
4.57K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.61K- 23.84% |
$136K - $150K
|
5.14K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.63K- 9.85% |
$138K - $153K
|
14.9K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.65K- 2.43% |
$139K - $154K
|
66.2K
$6.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.66K- 1.36% |
$140K - $155K
|
121K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.69K- 32.3% |
$143K - $158K
|
3.55K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.71K- 1.83% |
$144K - $159K
|
91.6K
$8.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.72K- 92.79% |
$145K - $161K
|
134
$12.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.74K- 12.18% |
$147K - $162K
|
12.5K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.75K- 4.3% |
$148K - $164K
|
39K
$3.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.76K- 1.64% |
$148K - $164K
|
106K
$9.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.79K- 42.81% |
$151K - $167K
|
2.39K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.8K- 30.34% |
$151K - $168K
|
4.12K
$381K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.8K- 12.37% |
$152K - $168K
|
12.7K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.8K- 7.35% |
$152K - $168K
|
22.7K
$2.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.85K- 5.45% |
$156K - $172K
|
32.1K
$2.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.86K- 6.84% |
$157K - $174K
|
25.3K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.87K- 14.17% |
$158K - $175K
|
11.4K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.89K- 2.24% |
$160K - $177K
|
82.6K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.65% |
$160K - $177K
|
290K
$26.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-1.91K- 42.88% |
$161K - $179K
|
2.55K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 26.65% |
$163K - $180K
|
5.31K
$490K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.94K- 8.33% |
$164K - $181K
|
21.4K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 3.77% |
$165K - $183K
|
50K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.97K- 18.55% |
$166K - $184K
|
8.64K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.98K- 11.72% |
$167K - $185K
|
14.9K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2K- 92.9% |
$169K - $187K
|
153
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.01K- 2.85% |
$169K - $188K
|
68.4K
$6.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-2.04K- 16.38% |
$172K - $191K
|
10.4K
$963K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.1K- 3.25% |
$177K - $196K
|
62.4K
$5.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.1K- 17.8% |
$177K - $196K
|
9.69K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.1K- 6.4% |
$177K - $196K
|
30.7K
$2.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.12K- 13.27% |
$179K - $198K
|
13.8K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.14K- 39.15% |
$181K - $200K
|
3.33K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-2.18K- 46.39% |
$184K - $204K
|
2.52K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 10.05% |
$190K - $211K
|
20.2K
$1.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.26K- 2.63% |
$191K - $211K
|
83.6K
$7.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 7.0% |
$191K - $212K
|
30.1K
$2.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.28K- 5.24% |
$192K - $213K
|
41.3K
$3.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.3K- 21.19% |
$194K - $215K
|
8.55K
$790K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.32K- 5.39% |
$196K - $217K
|
40.8K
$3.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.33K- 20.03% |
$196K - $217K
|
9.28K
$858K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.37K- 75.57% |
$200K - $222K
|
767
$70.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.37K- 9.57% |
$200K - $222K
|
22.4K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.38K- 22.23% |
$200K - $222K
|
8.32K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.39K- 5.92% |
$201K - $223K
|
37.9K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.42K- 6.14% |
$204K - $226K
|
37K
$3.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.44K- 5.42% |
$205K - $227K
|
42.5K
$3.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 3.03% |
$211K - $233K
|
79.7K
$7.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.5K- 8.43% |
$211K - $233K
|
27.1K
$2.51M
|