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
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.5K- 12.85% |
$886K - $980K
|
71.2K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.5K- 15.18% |
$888K - $983K
|
58.9K
$5.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 76.01% |
$895K - $991K
|
3.35K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.9K- 13.63% |
$917K - $1.02M
|
68.9K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 12.21% |
$919K - $1.02M
|
78.4K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-11.5K- 70.46% |
$969K - $1.07M
|
4.82K
$458K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.5K- 73.76% |
$973K - $1.08M
|
4.11K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.8K- 94.02% |
$993K - $1.1M
|
749
$71.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 39.24% |
$1M - $1.11M
|
18.4K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.1K- 5.16% |
$1.02M - $1.13M
|
222K
$21.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-12.1K- 82.82% |
$1.02M - $1.13M
|
2.52K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.4K- 17.56% |
$1.05M - $1.16M
|
58.2K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.5K- 43.73% |
$1.05M - $1.16M
|
16K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12.6K- 9.32% |
$1.06M - $1.17M
|
122K
$11.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12.6K- 67.12% |
$1.07M - $1.18M
|
6.2K
$589K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-13.1K- 18.75% |
$1.1M - $1.22M
|
56.6K
$5.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.2K- 57.5% |
$1.11M - $1.23M
|
9.74K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13.3K- 34.0% |
$1.12M - $1.24M
|
25.7K
$2.45M
|
|
|
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
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.4K- 11.64% |
$1.13M - $1.25M
|
102K
$9.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-13.7K- 36.55% |
$1.15M - $1.28M
|
23.7K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-14.1K- 45.71% |
$1.19M - $1.32M
|
16.7K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.2K- 89.92% |
$1.19M - $1.32M
|
1.59K
$151K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.3K- 46.54% |
$1.2M - $1.33M
|
16.4K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.3K- 8.08% |
$1.21M - $1.34M
|
163K
$15.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-14.4K- 20.5% |
$1.21M - $1.34M
|
55.7K
$5.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-14.7K- 86.3% |
$1.24M - $1.38M
|
2.34K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.9K- 15.9% |
$1.26M - $1.39M
|
78.8K
$7.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-15.1K- 19.2% |
$1.27M - $1.41M
|
63.4K
$6.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.3K- 46.04% |
$1.29M - $1.43M
|
17.9K
$1.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 25.77% |
$1.31M - $1.45M
|
44.8K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-15.6K- 6.95% |
$1.32M - $1.46M
|
209K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-16.3K- 84.81% |
$1.38M - $1.53M
|
2.93K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.9K- 2.66% |
$1.42M - $1.58M
|
618K
$58.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-17.1K- 41.35% |
$1.44M - $1.6M
|
24.3K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-17.7K- 28.03% |
$1.49M - $1.65M
|
45.4K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-17.7K- 72.33% |
$1.49M - $1.65M
|
6.77K
$644K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.5K- 15.51% |
$1.65M - $1.82M
|
106K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-19.9K- 43.31% |
$1.68M - $1.86M
|
26K
$2.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-20.4K- 3.97% |
$1.72M - $1.9M
|
493K
$46.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-20.6K- 50.08% |
$1.74M - $1.93M
|
20.6K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-21.3K- 75.87% |
$1.8M - $1.99M
|
6.79K
$646K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.4K- 1.1% |
$1.81M - $2M
|
1.94M
$184M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-21.6K- 69.42% |
$1.82M - $2.02M
|
9.52K
$906K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-21.7K- 10.07% |
$1.83M - $2.03M
|
194K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22.8K- 62.81% |
$1.92M - $2.13M
|
13.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-23K- 53.49% |
$1.94M - $2.15M
|
20K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-23.6K- 89.68% |
$1.99M - $2.2M
|
2.71K
$258K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24.9K- 41.01% |
$2.1M - $2.33M
|
35.8K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-25.2K- 21.56% |
$2.13M - $2.36M
|
91.9K
$8.74M
|