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 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.9K- 15.9% |
$1.26M - $1.39M
|
78.8K
$7.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-15.1K- 19.2% |
$1.27M - $1.41M
|
63.4K
$5.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.3K- 46.04% |
$1.29M - $1.43M
|
17.9K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 25.77% |
$1.31M - $1.45M
|
44.8K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-15.6K- 6.95% |
$1.32M - $1.46M
|
209K
$18.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-16.3K- 84.81% |
$1.38M - $1.53M
|
2.93K
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.9K- 2.66% |
$1.42M - $1.58M
|
618K
$55.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-17.1K- 41.35% |
$1.44M - $1.6M
|
24.3K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-17.7K- 28.03% |
$1.49M - $1.65M
|
45.4K
$4.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-17.7K- 72.33% |
$1.49M - $1.65M
|
6.77K
$610K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.5K- 15.51% |
$1.65M - $1.82M
|
106K
$9.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-19.9K- 43.31% |
$1.68M - $1.86M
|
26K
$2.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-20.4K- 3.97% |
$1.72M - $1.9M
|
493K
$44.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-20.6K- 50.08% |
$1.74M - $1.93M
|
20.6K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-21.3K- 75.87% |
$1.8M - $1.99M
|
6.79K
$611K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.4K- 1.1% |
$1.81M - $2M
|
1.94M
$174M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-21.6K- 69.42% |
$1.82M - $2.02M
|
9.52K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-21.7K- 10.07% |
$1.83M - $2.03M
|
194K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22.8K- 62.81% |
$1.92M - $2.13M
|
13.5K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-23K- 53.49% |
$1.94M - $2.15M
|
20K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-23.6K- 89.68% |
$1.99M - $2.2M
|
2.71K
$244K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24.9K- 41.01% |
$2.1M - $2.33M
|
35.8K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-25.2K- 21.56% |
$2.13M - $2.36M
|
91.9K
$8.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-26.1K- 53.86% |
$2.2M - $2.44M
|
22.4K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.9K- 66.51% |
$2.35M - $2.6M
|
14K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-28.1K- 2.12% |
$2.37M - $2.62M
|
1.3M
$117M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.2K- 43.62% |
$2.47M - $2.73M
|
37.8K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-29.3K- 99.8% |
$2.47M - $2.74M
|
60
$5.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-29.7K- 75.87% |
$2.5M - $2.77M
|
9.43K
$850K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-29.8K- 68.82% |
$2.51M - $2.78M
|
13.5K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-30K- 93.17% |
$2.53M - $2.8M
|
2.2K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-30.2K- 91.92% |
$2.55M - $2.82M
|
2.65K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-30.3K- 76.28% |
$2.55M - $2.83M
|
9.41K
$848K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-30.5K- 40.24% |
$2.57M - $2.85M
|
45.3K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-31K- 69.62% |
$2.62M - $2.9M
|
13.5K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-31.6K- 32.02% |
$2.67M - $2.95M
|
67.1K
$6.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-31.9K- 50.41% |
$2.69M - $2.98M
|
31.4K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32.3K- 30.71% |
$2.73M - $3.02M
|
73K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 55.27% |
$2.76M - $3.06M
|
26.5K
$2.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32.8K- 5.49% |
$2.77M - $3.06M
|
565K
$50.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-34.7K- 84.4% |
$2.93M - $3.24M
|
6.41K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35.4K- 19.2% |
$2.98M - $3.3M
|
149K
$13.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-36.7K- 49.9% |
$3.1M - $3.43M
|
36.9K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-37.1K- 21.89% |
$3.13M - $3.46M
|
132K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-38.2K- 36.52% |
$3.22M - $3.56M
|
66.3K
$5.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-38.4K- 38.02% |
$3.24M - $3.59M
|
62.6K
$5.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40K- 24.12% |
$3.38M - $3.74M
|
126K
$11.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-42.1K- 27.35% |
$3.56M - $3.94M
|
112K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-42.6K- 56.77% |
$3.59M - $3.98M
|
32.4K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-42.7K- 14.6% |
$3.61M - $3.99M
|
250K
$22.5M
|