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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-29.8K- 65.33% |
$2.62M - $2.92M
|
15.8K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-30.4K- 4.37% |
$2.67M - $2.98M
|
665K
$57.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-31.6K- 43.03% |
$2.79M - $3.1M
|
41.9K
$3.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32K- 5.08% |
$2.82M - $3.14M
|
598K
$51.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-33K- 40.42% |
$2.91M - $3.24M
|
48.7K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.9K- 4.19% |
$2.99M - $3.33M
|
777K
$67.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34.2K- 2.29% |
$3.01M - $3.35M
|
1.46M
$127M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-35.5K- 37.26% |
$3.13M - $3.48M
|
59.8K
$5.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-35.9K- 99.71% |
$3.16M - $3.52M
|
103
$8.93K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-37.6K- 39.06% |
$3.31M - $3.69M
|
58.6K
$5.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-38.4K- 42.63% |
$3.38M - $3.76M
|
51.6K
$4.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-38.9K- 10.43% |
$3.43M - $3.82M
|
334K
$29M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-42.1K- 43.54% |
$3.71M - $4.13M
|
54.6K
$4.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-43.2K- 5.9% |
$3.8M - $4.24M
|
689K
$59.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-43.6K- 3.19% |
$3.84M - $4.28M
|
1.33M
$115M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-45K- 77.7% |
$3.96M - $4.41M
|
12.9K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-47.2K- 4.36% |
$4.16M - $4.63M
|
1.03M
$89.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-47.5K- 93.99% |
$4.19M - $4.66M
|
3.04K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-48.1K- 76.1% |
$4.24M - $4.72M
|
15.1K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-48.9K- 54.13% |
$4.3M - $4.79M
|
41.4K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-49K- 21.12% |
$4.32M - $4.81M
|
183K
$15.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-49.7K- 17.19% |
$4.38M - $4.87M
|
239K
$20.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-49.8K- 27.08% |
$4.38M - $4.88M
|
134K
$11.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-49.8K- 69.65% |
$4.38M - $4.88M
|
21.7K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-50.1K- 58.37% |
$4.41M - $4.91M
|
35.7K
$3.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-52.6K- 66.77% |
$4.63M - $5.16M
|
26.2K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-53.3K- 77.77% |
$4.69M - $5.23M
|
15.2K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-55.8K- 26.85% |
$4.92M - $5.48M
|
152K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-56.7K- 65.64% |
$4.99M - $5.56M
|
29.7K
$2.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-57.8K- 3.2% |
$5.09M - $5.67M
|
1.75M
$152M
|
|
|
Aug 12, 2024
Q2 2024
|
Ace Management Global Ltd.
Sao Paolo, D5 |
SELL
|
- |
-61.6K- 66.01% |
$5.42M - $6.04M
|
31.7K
$2.75M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-65.8K- 88.31% |
$5.8M - $6.46M
|
8.71K
$755K
|
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-66.2K- 83.63% |
$5.83M - $6.49M
|
13K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-66.8K- 40.01% |
$5.88M - $6.55M
|
100K
$8.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-69.4K- 2.14% |
$6.11M - $6.81M
|
3.18M
$275M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-73.5K- 32.55% |
$6.47M - $7.21M
|
152K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-77K- 42.44% |
$6.78M - $7.56M
|
104K
$9.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-77.1K- 5.48% |
$6.79M - $7.56M
|
1.33M
$115M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-83.2K- 44.72% |
$7.32M - $8.16M
|
103K
$8.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-93.3K- 32.65% |
$8.21M - $9.15M
|
192K
$16.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-94.4K- 25.72% |
$8.31M - $9.25M
|
273K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-97.3K- 11.46% |
$8.57M - $9.54M
|
752K
$65.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-106K- 69.12% |
$9.31M - $10.4M
|
47.2K
$4.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-123K- 82.77% |
$10.8M - $12M
|
25.5K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-138K- 99.04% |
$12.1M - $13.5M
|
1.33K
$115K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-138K- 11.66% |
$12.1M - $13.5M
|
1.04M
$90.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-150K- 79.09% |
$13.2M - $14.7M
|
39.6K
$3.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-180K- 90.09% |
$15.9M - $17.7M
|
19.8K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216K- 17.66% |
$19M - $21.2M
|
1.01M
$87.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-229K- 44.59% |
$20.2M - $22.5M
|
285K
$24.7M
|