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 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.91K- 26.38% |
$246K - $272K
|
8.13K
$688K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.94K- 8.35% |
$248K - $274K
|
32.2K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3K- 31.13% |
$253K - $280K
|
6.64K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.05K- 2.84% |
$257K - $285K
|
104K
$8.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.12K- 2.43% |
$263K - $291K
|
125K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.16K- 0.26% |
$266K - $295K
|
1.22M
$103M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.19K- 2.79% |
$269K - $298K
|
111K
$9.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.21K- 10.11% |
$270K - $299K
|
28.5K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.21K- 17.45% |
$271K - $300K
|
15.2K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.24K- 27.24% |
$274K - $303K
|
8.67K
$733K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.25K- 91.76% |
$274K - $304K
|
292
$24.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-3.26K- 0.89% |
$275K - $304K
|
362K
$30.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.29K- 20.92% |
$277K - $307K
|
12.4K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.3K- 2.11% |
$278K - $308K
|
153K
$12.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.33K- 45.47% |
$281K - $311K
|
3.99K
$338K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.34K- 30.81% |
$282K - $312K
|
7.51K
$635K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.4K- 28.67% |
$287K - $317K
|
8.46K
$716K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.43K- 1.49% |
$289K - $320K
|
227K
$19.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.43K- 22.16% |
$290K - $321K
|
12.1K
$1.02M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.45K- 61.06% |
$291K - $322K
|
2.2K
$186K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.51K- 34.51% |
$296K - $328K
|
6.66K
$564K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-3.55K- 4.19% |
$299K - $331K
|
81.1K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.6K- 1.48% |
$304K - $336K
|
240K
$20.3M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.63K- 28.44% |
$306K - $339K
|
9.14K
$774K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.64K- 16.63% |
$307K - $340K
|
18.2K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3.67K- 6.5% |
$309K - $342K
|
52.7K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 16.42% |
$310K - $343K
|
18.7K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.73K- 39.99% |
$315K - $349K
|
5.6K
$474K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 22.01% |
$316K - $349K
|
13.3K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.75K- 8.25% |
$316K - $350K
|
41.7K
$3.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.76K- 52.7% |
$317K - $351K
|
3.37K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.77K- 26.57% |
$318K - $352K
|
10.4K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.77K- 37.92% |
$318K - $352K
|
6.17K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 7.19% |
$324K - $359K
|
49.6K
$4.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.88K- 6.31% |
$327K - $362K
|
57.6K
$4.88M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.9KClosed |
$329K - $364K
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.9K- 13.92% |
$329K - $364K
|
24.1K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.93K- 44.13% |
$332K - $367K
|
4.98K
$421K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.95K- 46.52% |
$333K - $369K
|
4.54K
$384K
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.96K- 6.32% |
$334K - $370K
|
58.8K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.97K- 5.37% |
$335K - $371K
|
69.9K
$5.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-3.98K- 3.37% |
$335K - $371K
|
114K
$9.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4K- 45.01% |
$337K - $374K
|
4.89K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.15K- 46.71% |
$350K - $388K
|
4.74K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.2K- 2.28% |
$354K - $392K
|
179K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.24K- 15.16% |
$357K - $396K
|
23.7K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.26K- 5.94% |
$360K - $398K
|
67.6K
$5.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.28K- 7.56% |
$361K - $399K
|
52.3K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.28K- 12.05% |
$361K - $400K
|
31.2K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-4.32K- 3.45% |
$364K - $404K
|
121K
$10.2M
|