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 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
1.61K+ 13.61% |
$142K - $158K
|
13.4K
$1.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.6K+ 1.71% |
$141K - $157K
|
95.4K
$8.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.55K+ 36.37% |
$137K - $152K
|
5.82K
$509K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.53K+ 3.66% |
$135K - $150K
|
43.3K
$3.79M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.53K+ 4.04% |
$135K - $150K
|
39.4K
$3.44M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.53KNew |
$135K - $150K
|
1.53K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.51K+ 5.62% |
$133K - $148K
|
28.5K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 10.6% |
$133K - $148K
|
15.7K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.51K+ 2.03% |
$133K - $148K
|
75.8K
$6.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.5K+ 1428.57% |
$132K - $147K
|
1.61K
$140K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.49K+ 3.89% |
$131K - $146K
|
39.9K
$3.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 20.82% |
$130K - $145K
|
8.56K
$749K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.47K+ 4.92% |
$129K - $144K
|
31.4K
$2.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.46K+ 20.77% |
$128K - $143K
|
8.48K
$742K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.46K+ 20.87% |
$128K - $143K
|
8.44K
$739K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.43K+ 43.27% |
$126K - $141K
|
4.75K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.43K+ 1.5% |
$126K - $141K
|
97.2K
$8.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.42K+ 37.1% |
$125K - $139K
|
5.24K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.4K+ 55.69% |
$123K - $137K
|
3.91K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.38K+ 18.21% |
$121K - $135K
|
8.95K
$783K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.37K+ 33.04% |
$120K - $134K
|
5.51K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.36K+ 1.92% |
$120K - $133K
|
72.3K
$6.33M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.35K+ 17.75% |
$119K - $132K
|
8.94K
$782K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 127.71% |
$118K - $132K
|
2.39K
$209K
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.32K+ 24.28% |
$116K - $129K
|
6.75K
$590K
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.32K+ 24.28% |
$116K - $129K
|
6.75K
$590K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.31K+ 6.69% |
$116K - $129K
|
20.9K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.3K+ 11.96% |
$115K - $128K
|
12.2K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.27K+ 17.73% |
$112K - $125K
|
8.44K
$738K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.27K+ 1.28% |
$111K - $124K
|
100K
$8.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.26K+ 24.32% |
$111K - $123K
|
6.43K
$562K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
1.24KNew |
$109K - $121K
|
1.24K
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.22K+ 542.67% |
$107K - $120K
|
1.45K
$126K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.21K+ 18.12% |
$107K - $119K
|
7.89K
$690K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.2K+ 42.34% |
$105K - $117K
|
4.02K
$352K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1.19K+ 13.26% |
$105K - $117K
|
10.1K
$888K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.17K+ 1.02% |
$103K - $115K
|
117K
$10.2M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 1.33% |
$97.8K - $109K
|
84.5K
$7.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.1K+ 10.05% |
$97K - $108K
|
12.1K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.1K+ 2.58% |
$96.4K - $107K
|
43.6K
$3.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.08K+ 3.84% |
$95.3K - $106K
|
29.3K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.08K+ 1.95% |
$95.2K - $106K
|
56.5K
$4.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.05K+ 4.08% |
$92.1K - $103K
|
26.7K
$2.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 8.12% |
$91.6K - $102K
|
13.9K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.04KNew |
$91.4K - $102K
|
1.04K
$90.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.04KNew |
$91.4K - $102K
|
1.04K
$90.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.02K+ 20.17% |
$89.9K - $100K
|
6.08K
$532K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.02K+ 1.84% |
$89.7K - $99.9K
|
56.5K
$4.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 33.77% |
$88.4K - $98.5K
|
3.98K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
1K+ 0.78% |
$88K - $98.1K
|
130K
$11.3M
|