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
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
688+ 11.1% |
$60.6K - $67.5K
|
6.89K
$602K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
685New |
$60.3K - $67.2K
|
685
$59.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
682+ 2.46% |
$60K - $66.9K
|
28.4K
$2.48M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
678+ 10.75% |
$59.7K - $66.5K
|
6.99K
$611K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
674+ 1.12% |
$59.3K - $66.1K
|
61K
$5.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
664+ 3.05% |
$58.5K - $65.1K
|
22.5K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
649New |
$57.1K - $63.7K
|
649
$56.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
648+ 16.07% |
$57K - $63.6K
|
4.68K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
648+ 13.57% |
$57K - $63.6K
|
5.42K
$474K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
644+ 3.81% |
$56.7K - $63.2K
|
17.5K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
644+ 20.01% |
$56.7K - $63.2K
|
3.86K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
633+ 31.56% |
$55.7K - $62.1K
|
2.64K
$231K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
631+ 1.62% |
$55.6K - $61.9K
|
39.6K
$3.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
630+ 0.04% |
$55.5K - $61.8K
|
1.58M
$138M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
624+ 1.76% |
$54.9K - $61.2K
|
36.1K
$3.15M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
620+ 3.93% |
$54.6K - $60.8K
|
16.4K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
616+ 1.48% |
$54.2K - $60.4K
|
42.3K
$3.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
608+ 380.0% |
$53.5K - $59.6K
|
768
$67.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
600+ 4.36% |
$52.8K - $58.8K
|
14.4K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
600+ 11.3% |
$52.8K - $58.8K
|
5.91K
$517K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
587+ 18.53% |
$51.7K - $57.6K
|
3.75K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
576+ 15.07% |
$50.7K - $56.5K
|
4.4K
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
568+ 3.49% |
$50K - $55.7K
|
16.8K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
566+ 26.26% |
$49.8K - $55.5K
|
2.72K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
564+ 7.54% |
$49.7K - $55.3K
|
8.05K
$704K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
563+ 2.07% |
$49.6K - $55.2K
|
27.7K
$2.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
547+ 24.76% |
$48.2K - $53.6K
|
2.76K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
547+ 3.97% |
$48.2K - $53.6K
|
14.3K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
544+ 232.48% |
$47.9K - $53.4K
|
778
$68.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
542+ 1.95% |
$47.7K - $53.2K
|
28.3K
$2.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
540+ 137.4% |
$47.5K - $53K
|
933
$81.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
533+ 4.79% |
$46.9K - $52.3K
|
11.7K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
533+ 9.43% |
$46.9K - $52.3K
|
6.19K
$541K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
528+ 0.54% |
$46.5K - $51.8K
|
98.7K
$8.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
523+ 8.94% |
$46K - $51.3K
|
6.37K
$557K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
521+ 7.0% |
$45.9K - $51.1K
|
7.96K
$696K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
506+ 37.43% |
$44.5K - $49.6K
|
1.86K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
505+ 9.29% |
$44.5K - $49.5K
|
5.94K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
504+ 6.65% |
$44.4K - $49.4K
|
8.08K
$707K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500+ 5.1% |
$44K - $49K
|
10.3K
$901K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
500+ 3.47% |
$44K - $49K
|
14.9K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
494+ 3.49% |
$43.5K - $48.5K
|
14.7K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
493+ 12.65% |
$43.4K - $48.4K
|
4.39K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
492+ 3.53% |
$43.3K - $48.3K
|
14.4K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
485+ 4.8% |
$42.7K - $47.6K
|
10.6K
$925K
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
484+ 1.02% |
$42.6K - $47.5K
|
48.1K
$4.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
480+ 10.94% |
$42.3K - $47.1K
|
4.87K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
471+ 4.25% |
$41.5K - $46.2K
|
11.6K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
470+ 3.75% |
$41.4K - $46.1K
|
13K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
469+ 2.27% |
$41.3K - $46K
|
21.1K
$1.85M
|