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 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.84K- 28.12% |
$409K - $452K
|
12.4K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-4.84K- 25.65% |
$409K - $452K
|
14K
$1.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.95K- 13.2% |
$417K - $462K
|
32.5K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-5K- 12.72% |
$422K - $467K
|
34.3K
$3.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.02K- 0.65% |
$423K - $469K
|
772K
$73.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.1K- 40.38% |
$430K - $476K
|
7.53K
$719K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.17K- 47.96% |
$436K - $483K
|
5.61K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.19K- 8.46% |
$438K - $485K
|
56.2K
$5.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-5.42K- 5.58% |
$457K - $506K
|
91.7K
$8.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.5K- 66.1% |
$464K - $513K
|
2.82K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.56K- 4.27% |
$469K - $519K
|
125K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.56K- 13.95% |
$469K - $519K
|
34.3K
$3.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-5.65K- 9.77% |
$476K - $527K
|
52.1K
$4.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.73K- 35.65% |
$483K - $535K
|
10.3K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.81K- 11.52% |
$490K - $543K
|
44.6K
$4.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.82K- 49.03% |
$491K - $543K
|
6.05K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.93K- 12.28% |
$501K - $554K
|
42.4K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.95K- 5.82% |
$502K - $556K
|
96.4K
$9.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.97K- 5.66% |
$504K - $558K
|
99.5K
$9.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6.2K- 34.12% |
$523K - $579K
|
12K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-6.25K- 34.77% |
$528K - $584K
|
11.7K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6.27K- 96.27% |
$529K - $586K
|
243
$23.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-6.33K- 16.5% |
$534K - $591K
|
32K
$3.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.56K- 3.41% |
$553K - $612K
|
186K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.62K- 9.34% |
$558K - $618K
|
64.3K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.63K- 7.19% |
$559K - $619K
|
85.5K
$8.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.68K- 25.85% |
$564K - $624K
|
19.2K
$1.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.71K- 40.54% |
$566K - $627K
|
9.84K
$940K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7K- 42.68% |
$590K - $653K
|
9.4K
$898K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-7.11K- 85.29% |
$600K - $664K
|
1.23K
$117K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.3K- 38.7% |
$616K - $682K
|
11.6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.53K- 13.1% |
$635K - $703K
|
49.9K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.54K- 12.93% |
$636K - $704K
|
50.8K
$4.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-7.63K- 14.86% |
$643K - $712K
|
43.7K
$4.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.91K- 41.45% |
$667K - $739K
|
11.2K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 35.1% |
$670K - $742K
|
14.7K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8K- 55.75% |
$675K - $747K
|
6.35K
$607K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.08K- 19.08% |
$682K - $755K
|
34.3K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-8.09K- 76.49% |
$683K - $756K
|
2.49K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.16K- 11.62% |
$688K - $762K
|
62.1K
$5.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.68K- 7.71% |
$732K - $810K
|
104K
$9.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.71K- 5.33% |
$735K - $813K
|
155K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.88K- 1.25% |
$749K - $829K
|
703K
$67.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.93K- 38.9% |
$753K - $834K
|
14K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.55K- 79.22% |
$806K - $892K
|
2.51K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-9.97K- 70.22% |
$841K - $931K
|
4.23K
$404K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 35.9% |
$849K - $940K
|
18K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-10.2K- 28.53% |
$860K - $952K
|
25.5K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.2K- 12.14% |
$863K - $955K
|
74K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 15.83% |
$884K - $979K
|
55.7K
$5.32M
|