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 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.56K- 3.41% |
$553K - $612K
|
186K
$17.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.62K- 9.34% |
$558K - $618K
|
64.3K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.63K- 7.19% |
$559K - $619K
|
85.5K
$7.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.68K- 25.85% |
$564K - $624K
|
19.2K
$1.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.71K- 40.54% |
$566K - $627K
|
9.84K
$910K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7K- 42.68% |
$590K - $653K
|
9.4K
$869K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-7.11K- 85.29% |
$600K - $664K
|
1.23K
$113K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.3K- 38.7% |
$616K - $682K
|
11.6K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.53K- 13.1% |
$635K - $703K
|
49.9K
$4.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.54K- 12.93% |
$636K - $704K
|
50.8K
$4.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-7.63K- 14.86% |
$643K - $712K
|
43.7K
$4.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.91K- 41.45% |
$667K - $739K
|
11.2K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 35.1% |
$670K - $742K
|
14.7K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8K- 55.75% |
$675K - $747K
|
6.35K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.08K- 19.08% |
$682K - $755K
|
34.3K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-8.09K- 76.49% |
$683K - $756K
|
2.49K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.16K- 11.62% |
$688K - $762K
|
62.1K
$5.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.68K- 7.71% |
$732K - $810K
|
104K
$9.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.71K- 5.33% |
$735K - $813K
|
155K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.88K- 1.25% |
$749K - $829K
|
703K
$65M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.93K- 38.9% |
$753K - $834K
|
14K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.55K- 79.22% |
$806K - $892K
|
2.51K
$232K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-9.71K- 46.34% |
$819K - $906K
|
11.2K
$1.04M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9.88K- 31.39% |
$833K - $923K
|
21.6K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-9.97K- 70.22% |
$841K - $931K
|
4.23K
$391K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 35.9% |
$849K - $940K
|
18K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-10.2K- 28.53% |
$860K - $952K
|
25.5K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.2K- 12.14% |
$863K - $955K
|
74K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 15.83% |
$884K - $979K
|
55.7K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.5K- 12.85% |
$886K - $980K
|
71.2K
$6.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.5K- 15.18% |
$888K - $983K
|
58.9K
$5.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 76.01% |
$895K - $991K
|
3.35K
$310K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.9K- 13.63% |
$917K - $1.02M
|
68.9K
$6.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 12.21% |
$919K - $1.02M
|
78.4K
$7.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-11.5K- 70.46% |
$969K - $1.07M
|
4.82K
$445K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.5K- 73.76% |
$973K - $1.08M
|
4.11K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.8K- 94.02% |
$993K - $1.1M
|
749
$69.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 39.24% |
$1M - $1.11M
|
18.4K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.1K- 5.16% |
$1.02M - $1.13M
|
222K
$20.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-12.1K- 82.82% |
$1.02M - $1.13M
|
2.52K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.4K- 17.56% |
$1.05M - $1.16M
|
58.2K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.5K- 43.73% |
$1.05M - $1.16M
|
16K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12.6K- 9.32% |
$1.06M - $1.17M
|
122K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12.6K- 67.12% |
$1.07M - $1.18M
|
6.2K
$573K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-13.1K- 18.75% |
$1.1M - $1.22M
|
56.6K
$5.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.2K- 57.5% |
$1.11M - $1.23M
|
9.74K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13.3K- 34.0% |
$1.12M - $1.24M
|
25.7K
$2.38M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.3K- 56.87% |
$1.12M - $1.25M
|
10.1K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.4K- 11.64% |
$1.13M - $1.25M
|
102K
$9.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-13.7K- 36.55% |
$1.15M - $1.28M
|
23.7K
$2.19M
|