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 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 22.01% |
$316K - $349K
|
13.3K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.75K- 8.25% |
$316K - $350K
|
41.7K
$3.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.76K- 52.7% |
$317K - $351K
|
3.37K
$311K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.77K- 26.57% |
$318K - $352K
|
10.4K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.77K- 37.92% |
$318K - $352K
|
6.17K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 7.19% |
$324K - $359K
|
49.6K
$4.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.88K- 6.31% |
$327K - $362K
|
57.6K
$5.32M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.9KClosed |
$329K - $364K
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.9K- 13.92% |
$329K - $364K
|
24.1K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.93K- 44.13% |
$332K - $367K
|
4.98K
$460K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.95K- 46.52% |
$333K - $369K
|
4.54K
$420K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.96K- 6.32% |
$334K - $370K
|
58.8K
$5.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.97K- 5.37% |
$335K - $371K
|
69.9K
$6.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3.98K- 3.37% |
$335K - $371K
|
114K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4K- 45.01% |
$337K - $374K
|
4.89K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 46.71% |
$350K - $388K
|
4.74K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.2K- 2.28% |
$354K - $392K
|
179K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.24K- 15.16% |
$357K - $396K
|
23.7K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.26K- 5.94% |
$360K - $398K
|
67.6K
$6.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.28K- 7.56% |
$361K - $399K
|
52.3K
$4.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.28K- 12.05% |
$361K - $400K
|
31.2K
$2.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-4.32K- 3.45% |
$364K - $404K
|
121K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 20.57% |
$371K - $410K
|
17K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.42K- 1.47% |
$373K - $413K
|
296K
$27.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-4.52K- 52.75% |
$381K - $422K
|
4.05K
$374K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.63K- 47.07% |
$390K - $432K
|
5.21K
$481K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-4.66K- 19.07% |
$393K - $435K
|
19.8K
$1.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.84K- 28.12% |
$409K - $452K
|
12.4K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-4.84K- 25.65% |
$409K - $452K
|
14K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.95K- 13.2% |
$417K - $462K
|
32.5K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-5K- 12.72% |
$422K - $467K
|
34.3K
$3.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.02K- 0.65% |
$423K - $469K
|
772K
$71.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.1K- 40.38% |
$430K - $476K
|
7.53K
$696K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.17K- 47.96% |
$436K - $483K
|
5.61K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.19K- 8.46% |
$438K - $485K
|
56.2K
$5.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-5.42K- 5.58% |
$457K - $506K
|
91.7K
$8.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.5K- 66.1% |
$464K - $513K
|
2.82K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.56K- 4.27% |
$469K - $519K
|
125K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.56K- 13.95% |
$469K - $519K
|
34.3K
$3.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-5.65K- 9.77% |
$476K - $527K
|
52.1K
$4.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-5.73K- 35.65% |
$483K - $535K
|
10.3K
$955K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.81K- 11.52% |
$490K - $543K
|
44.6K
$4.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.82K- 49.03% |
$491K - $543K
|
6.05K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.93K- 12.28% |
$501K - $554K
|
42.4K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.95K- 5.82% |
$502K - $556K
|
96.4K
$8.91M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.97K- 5.66% |
$504K - $558K
|
99.5K
$9.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6.2K- 34.12% |
$523K - $579K
|
12K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-6.25K- 34.77% |
$528K - $584K
|
11.7K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6.27K- 96.27% |
$529K - $586K
|
243
$22.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-6.33K- 16.5% |
$534K - $591K
|
32K
$2.96M
|