Purchases and Sales Made in Q2 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.14K- 2.99% |
$188K - $210K
|
69.4K
$5.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-2.19K- 1.84% |
$193K - $215K
|
117K
$9.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.21K- 15.69% |
$194K - $217K
|
11.9K
$976K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-2.3K- 1.47% |
$202K - $226K
|
154K
$12.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.32K- 17.61% |
$204K - $228K
|
10.9K
$892K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.32K- 1.27% |
$204K - $228K
|
181K
$14.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.34K- 25.26% |
$206K - $230K
|
6.92K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.35K- 8.74% |
$206K - $230K
|
24.5K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.38K- 1.05% |
$210K - $234K
|
225K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.4K- 3.8% |
$211K - $235K
|
60.8K
$5M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 2.39% |
$215K - $240K
|
100K
$8.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.49K- 41.21% |
$219K - $244K
|
3.55K
$291K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.52K- 22.25% |
$222K - $247K
|
8.8K
$724K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.53K- 1.49% |
$223K - $248K
|
167K
$13.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 3.38% |
$223K - $249K
|
72.4K
$5.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-2.58K- 4.79% |
$227K - $253K
|
51.3K
$4.22M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-2.58K- 45.1% |
$227K - $253K
|
3.14K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.62K- 2.38% |
$231K - $257K
|
107K
$8.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.62K- 1.65% |
$231K - $257K
|
156K
$12.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.63K- 9.52% |
$232K - $258K
|
25K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.76K- 4.07% |
$243K - $271K
|
65.1K
$5.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.79K- 1.83% |
$246K - $274K
|
150K
$12.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.82K- 6.48% |
$248K - $277K
|
40.7K
$3.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.83K- 44.28% |
$249K - $277K
|
3.56K
$292K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 11.58% |
$250K - $278K
|
21.7K
$1.78M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.89K- 11.44% |
$254K - $283K
|
22.3K
$1.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3K- 3.51% |
$264K - $294K
|
82.5K
$6.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.02K- 6.78% |
$266K - $296K
|
41.5K
$3.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.03K- 30.07% |
$266K - $297K
|
7.04K
$578K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.08K- 4.93% |
$271K - $302K
|
59.3K
$4.88M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.37K- 12.08% |
$297K - $330K
|
24.5K
$2.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.38K- 2.76% |
$298K - $332K
|
119K
$9.8M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-3.46K- 24.0% |
$304K - $339K
|
11K
$900K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.57K- 5.39% |
$314K - $350K
|
62.6K
$5.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.66K- 38.66% |
$322K - $358K
|
5.8K
$477K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.68K- 22.37% |
$324K - $361K
|
12.8K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.7K- 10.07% |
$326K - $363K
|
33K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.71K- 72.58% |
$327K - $364K
|
1.4K
$115K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-3.73K- 15.02% |
$329K - $366K
|
21.1K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.77K- 7.91% |
$332K - $370K
|
43.9K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.77K- 18.43% |
$332K - $370K
|
16.7K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.94K- 1.68% |
$347K - $387K
|
231K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-4.01K- 21.23% |
$353K - $393K
|
14.9K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 2.27% |
$362K - $404K
|
177K
$14.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.18K- 14.91% |
$368K - $410K
|
23.8K
$1.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-4.22K- 3.18% |
$372K - $414K
|
128K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.24K- 4.78% |
$373K - $416K
|
84.6K
$6.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.26K- 2.83% |
$375K - $418K
|
146K
$12M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.27K- 23.04% |
$376K - $419K
|
14.3K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 7.49% |
$381K - $424K
|
53.4K
$4.39M
|