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
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.98K- 11.72% |
$167K - $185K
|
14.9K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-2K- 92.9% |
$169K - $187K
|
153
$14.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.01K- 2.85% |
$169K - $188K
|
68.4K
$6.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-2.04K- 16.38% |
$172K - $191K
|
10.4K
$996K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.1K- 3.25% |
$177K - $196K
|
62.4K
$5.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.1K- 17.8% |
$177K - $196K
|
9.69K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.1K- 6.4% |
$177K - $196K
|
30.7K
$2.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.12K- 13.27% |
$179K - $198K
|
13.8K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.14K- 39.15% |
$181K - $200K
|
3.33K
$318K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-2.18K- 46.39% |
$184K - $204K
|
2.52K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 10.05% |
$190K - $211K
|
20.2K
$1.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.26K- 2.63% |
$191K - $211K
|
83.6K
$7.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.27K- 7.0% |
$191K - $212K
|
30.1K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.28K- 5.24% |
$192K - $213K
|
41.3K
$3.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.3K- 21.19% |
$194K - $215K
|
8.55K
$817K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.32K- 5.39% |
$196K - $217K
|
40.8K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.33K- 20.03% |
$196K - $217K
|
9.28K
$887K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.37K- 75.57% |
$200K - $222K
|
767
$73.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.37K- 9.57% |
$200K - $222K
|
22.4K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.38K- 22.23% |
$200K - $222K
|
8.32K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.39K- 5.92% |
$201K - $223K
|
37.9K
$3.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.42K- 6.14% |
$204K - $226K
|
37K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.44K- 5.42% |
$205K - $227K
|
42.5K
$4.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.5K- 3.03% |
$211K - $233K
|
79.7K
$7.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.5K- 8.43% |
$211K - $233K
|
27.1K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.52K- 24.25% |
$213K - $235K
|
7.88K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.54K- 4.6% |
$214K - $237K
|
52.7K
$5.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.54K- 8.1% |
$214K - $237K
|
28.8K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.58K- 65.92% |
$217K - $241K
|
1.33K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.6K- 10.99% |
$219K - $243K
|
21K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.6K- 1.39% |
$219K - $243K
|
184K
$17.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.63K- 14.04% |
$222K - $245K
|
16.1K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.64K- 16.09% |
$222K - $246K
|
13.7K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-2.64K- 22.41% |
$222K - $246K
|
9.13K
$872K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.67K- 13.7% |
$225K - $249K
|
16.8K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 14.71% |
$226K - $250K
|
15.5K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.69K- 28.48% |
$227K - $252K
|
6.76K
$646K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.7K- 10.25% |
$228K - $253K
|
23.7K
$2.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.75K- 46.82% |
$232K - $257K
|
3.13K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.77K- 30.95% |
$234K - $259K
|
6.18K
$591K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.79K- 38.01% |
$235K - $260K
|
4.55K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.79K- 8.09% |
$235K - $261K
|
31.7K
$3.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.8K- 60.32% |
$236K - $261K
|
1.84K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.83K- 11.89% |
$239K - $265K
|
21K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-2.84K- 15.1% |
$240K - $265K
|
16K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.89K- 0.13% |
$243K - $269K
|
2.17M
$207M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.91K- 26.38% |
$246K - $272K
|
8.13K
$777K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.94K- 8.35% |
$248K - $274K
|
32.2K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3K- 31.13% |
$253K - $280K
|
6.64K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.05K- 2.84% |
$257K - $285K
|
104K
$9.96M
|