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 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-21.7K- 10.07% |
$1.83M - $2.03M
|
194K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-22.8K- 62.81% |
$1.92M - $2.13M
|
13.5K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-23K- 53.49% |
$1.94M - $2.15M
|
20K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-23.6K- 89.68% |
$1.99M - $2.2M
|
2.71K
$229K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24.9K- 41.01% |
$2.1M - $2.33M
|
35.8K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-25.2K- 21.56% |
$2.13M - $2.36M
|
91.9K
$7.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-26.1K- 53.86% |
$2.2M - $2.44M
|
22.4K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.9K- 66.51% |
$2.35M - $2.6M
|
14K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-28.1K- 2.12% |
$2.37M - $2.62M
|
1.3M
$110M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29.2K- 43.62% |
$2.47M - $2.73M
|
37.8K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-29.3K- 99.8% |
$2.47M - $2.74M
|
60
$5.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-29.7K- 75.87% |
$2.5M - $2.77M
|
9.43K
$798K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-29.8K- 68.82% |
$2.51M - $2.78M
|
13.5K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-30K- 93.17% |
$2.53M - $2.8M
|
2.2K
$186K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-30.2K- 91.92% |
$2.55M - $2.82M
|
2.65K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-30.3K- 76.28% |
$2.55M - $2.83M
|
9.41K
$797K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-30.5K- 40.24% |
$2.57M - $2.85M
|
45.3K
$3.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-31K- 69.62% |
$2.62M - $2.9M
|
13.5K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-31.6K- 32.02% |
$2.67M - $2.95M
|
67.1K
$5.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-31.9K- 50.41% |
$2.69M - $2.98M
|
31.4K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32.3K- 30.71% |
$2.73M - $3.02M
|
73K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 55.27% |
$2.76M - $3.06M
|
26.5K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32.8K- 5.49% |
$2.77M - $3.06M
|
565K
$47.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-34.7K- 84.4% |
$2.93M - $3.24M
|
6.41K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35.4K- 19.2% |
$2.98M - $3.3M
|
149K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-36.7K- 49.9% |
$3.1M - $3.43M
|
36.9K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-37.1K- 21.89% |
$3.13M - $3.46M
|
132K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-38.2K- 36.52% |
$3.22M - $3.56M
|
66.3K
$5.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-38.4K- 38.02% |
$3.24M - $3.59M
|
62.6K
$5.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40K- 24.12% |
$3.38M - $3.74M
|
126K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-42.1K- 27.35% |
$3.56M - $3.94M
|
112K
$9.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-42.6K- 56.77% |
$3.59M - $3.98M
|
32.4K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-42.7K- 14.6% |
$3.61M - $3.99M
|
250K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-42.9K- 95.97% |
$3.62M - $4.01M
|
1.8K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-43.2K- 70.93% |
$3.64M - $4.03M
|
17.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-44.2K- 93.45% |
$3.73M - $4.13M
|
3.1K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-45.7K- 30.65% |
$3.86M - $4.27M
|
104K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-45.8K- 11.04% |
$3.86M - $4.27M
|
369K
$31.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46.3K- 34.53% |
$3.9M - $4.32M
|
87.7K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-47.4K- 18.48% |
$4M - $4.42M
|
209K
$17.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-47.9KClosed |
$4.04M - $4.47M
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-48.2K- 89.44% |
$4.07M - $4.5M
|
5.69K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-49.6K- 95.38% |
$4.18M - $4.63M
|
2.4K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-49.7K- 32.65% |
$4.2M - $4.65M
|
103K
$8.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-52.2K- 43.41% |
$4.4M - $4.88M
|
68.1K
$5.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-55.2K- 8.39% |
$4.66M - $5.16M
|
603K
$51M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55.8K- 41.89% |
$4.71M - $5.21M
|
77.4K
$6.55M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-56K- 60.16% |
$4.72M - $5.23M
|
37.1K
$3.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-57.8K- 8.69% |
$4.87M - $5.4M
|
607K
$51.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-58.7K- 57.1% |
$4.95M - $5.48M
|
44.1K
$3.73M
|