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 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
463+ 2.14% |
$40.8K - $45.4K
|
22.1K
$1.93M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
458+ 11.45% |
$40.3K - $44.9K
|
4.46K
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
455+ 1.03% |
$40.1K - $44.6K
|
44.6K
$3.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
453+ 8.94% |
$39.9K - $44.4K
|
5.52K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
452+ 6.12% |
$39.8K - $44.3K
|
7.83K
$685K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
448+ 4.57% |
$39.4K - $43.9K
|
10.3K
$897K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
436+ 1.59% |
$38.4K - $42.8K
|
27.9K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
428+ 10.09% |
$37.7K - $42K
|
4.67K
$409K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
426+ 10.5% |
$37.5K - $41.8K
|
4.49K
$392K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
425+ 7.46% |
$37.4K - $41.7K
|
6.12K
$535K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
425+ 0.26% |
$37.4K - $41.7K
|
166K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
424+ 3.52% |
$37.3K - $41.6K
|
12.5K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
414+ 1.28% |
$36.4K - $40.6K
|
32.8K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
412+ 6.71% |
$36.3K - $40.4K
|
6.55K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
402+ 7.08% |
$35.4K - $39.4K
|
6.08K
$532K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
395+ 6.27% |
$34.8K - $38.7K
|
6.7K
$586K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
391+ 0.34% |
$34.4K - $38.3K
|
116K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
390+ 2.53% |
$34.3K - $38.3K
|
15.8K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
387+ 0.35% |
$34.1K - $38K
|
112K
$9.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
382+ 161.18% |
$33.6K - $37.5K
|
619
$54.1K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
375+ 11.28% |
$33K - $36.8K
|
3.7K
$324K
|
|
|
Jul 15, 2024
Q2 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
373+ 0.79% |
$32.8K - $36.6K
|
47.7K
$4.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
372+ 22.12% |
$32.8K - $36.5K
|
2.05K
$180K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
370+ 11.52% |
$32.6K - $36.3K
|
3.58K
$313K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
369+ 41.18% |
$32.5K - $36.2K
|
1.27K
$111K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
368+ 8.63% |
$32.4K - $36.1K
|
4.63K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
364+ 14.06% |
$32K - $35.7K
|
2.95K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
362+ 0.72% |
$31.9K - $35.5K
|
50.4K
$4.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
358+ 2.12% |
$31.5K - $35.1K
|
17.2K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
357+ 2.77% |
$31.4K - $35K
|
13.2K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
355+ 2.19% |
$31.3K - $34.8K
|
16.6K
$1.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
352+ 2.16% |
$31K - $34.5K
|
16.6K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
352+ 7.74% |
$31K - $34.5K
|
4.9K
$429K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
348+ 2.3% |
$30.6K - $34.1K
|
15.5K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
335+ 2.85% |
$29.5K - $32.9K
|
12.1K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
333+ 2.25% |
$29.3K - $32.7K
|
15.1K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
329+ 0.77% |
$29K - $32.3K
|
43.1K
$3.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
325+ 0.97% |
$28.6K - $31.9K
|
33.9K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
316+ 4.3% |
$27.8K - $31K
|
7.67K
$671K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
315+ 1.97% |
$27.7K - $30.9K
|
16.3K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
311+ 0.96% |
$27.4K - $30.5K
|
32.8K
$2.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
310+ 3.63% |
$27.3K - $30.4K
|
8.85K
$774K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
310+ 4.1% |
$27.3K - $30.4K
|
7.86K
$688K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
301+ 2.78% |
$26.5K - $29.5K
|
11.1K
$973K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
296+ 0.42% |
$26.1K - $29K
|
70.6K
$6.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
289+ 2.23% |
$25.4K - $28.3K
|
13.2K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
288+ 0.46% |
$25.4K - $28.2K
|
62.3K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
288+ 9.96% |
$25.4K - $28.2K
|
3.18K
$278K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
287+ 4.43% |
$25.3K - $28.1K
|
6.77K
$592K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
287+ 363.29% |
$25.3K - $28.1K
|
366
$32K
|