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
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 22.35% |
$88K - $98.1K
|
5.48K
$479K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
981+ 39.32% |
$86.4K - $96.2K
|
3.48K
$304K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
977+ 3.24% |
$86K - $95.8K
|
31.1K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
971+ 46.59% |
$85.5K - $95.2K
|
3.06K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
967+ 35.05% |
$85.1K - $94.8K
|
3.73K
$326K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
957+ 4.97% |
$84.3K - $93.9K
|
20.2K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
946+ 2.59% |
$83.3K - $92.8K
|
37.5K
$3.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
943+ 39.28% |
$83K - $92.5K
|
3.34K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
933+ 2.12% |
$82.1K - $91.5K
|
45K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
918+ 6.42% |
$80.8K - $90K
|
15.2K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
918+ 0.5% |
$80.8K - $90K
|
184K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
904+ 6.35% |
$79.6K - $88.7K
|
15.1K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
886+ 7.33% |
$78K - $86.9K
|
13K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
883+ 2.94% |
$77.7K - $86.6K
|
30.9K
$2.7M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
867+ 2.02% |
$76.3K - $85K
|
43.8K
$3.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
865+ 8.0% |
$76.2K - $84.8K
|
11.7K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
864+ 98.63% |
$76.1K - $84.7K
|
1.74K
$152K
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
859+ 5.31% |
$75.6K - $84.3K
|
17K
$1.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
857+ 3.72% |
$75.5K - $84.1K
|
23.9K
$2.09M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
850+ 425.0% |
$74.8K - $83.4K
|
1.05K
$91.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
846+ 10.02% |
$74.5K - $83K
|
9.29K
$812K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
843+ 6.06% |
$74.2K - $82.7K
|
14.8K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
828+ 3.9% |
$72.9K - $81.2K
|
22K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
799+ 12.46% |
$70.3K - $78.4K
|
7.21K
$631K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
798+ 9.1% |
$70.3K - $78.3K
|
9.57K
$837K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
794+ 11.0% |
$69.9K - $77.9K
|
8.01K
$701K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
778+ 2.35% |
$68.5K - $76.3K
|
33.9K
$2.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
778+ 1.33% |
$68.5K - $76.3K
|
59.5K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
774+ 8.99% |
$68.1K - $75.9K
|
9.38K
$821K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
773+ 12.7% |
$68.1K - $75.8K
|
6.86K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
765+ 23.5% |
$67.4K - $75K
|
4.02K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
764+ 2.09% |
$67.3K - $74.9K
|
37.4K
$3.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
758+ 3.51% |
$66.7K - $74.3K
|
22.3K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
758+ 3.26% |
$66.7K - $74.3K
|
24K
$2.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
752+ 21.92% |
$66.2K - $73.8K
|
4.18K
$366K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
740+ 1.58% |
$65.1K - $72.6K
|
47.6K
$4.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
740+ 22.14% |
$65.1K - $72.6K
|
4.08K
$357K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
732+ 28.39% |
$64.4K - $71.8K
|
3.31K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
731+ 5.99% |
$64.4K - $71.7K
|
12.9K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
727+ 2.56% |
$64K - $71.3K
|
29.1K
$2.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
726+ 1.82% |
$63.9K - $71.2K
|
40.6K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
724+ 12.75% |
$63.7K - $71K
|
6.4K
$560K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
714+ 2.09% |
$62.9K - $70K
|
34.8K
$3.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
711+ 7.81% |
$62.6K - $69.7K
|
9.81K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
708+ 1.47% |
$62.3K - $69.4K
|
48.8K
$4.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
701+ 14.87% |
$61.7K - $68.8K
|
5.41K
$474K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
700+ 29.03% |
$61.6K - $68.7K
|
3.11K
$272K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
700+ 2.79% |
$61.6K - $68.7K
|
25.8K
$2.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
691+ 5.31% |
$60.8K - $67.8K
|
13.7K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
691+ 1.8% |
$60.8K - $67.8K
|
39K
$3.41M
|