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 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
286+ 4.46% |
$25.2K - $28.1K
|
6.7K
$589K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
283+ 2.68% |
$24.9K - $27.8K
|
10.9K
$954K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
282+ 0.76% |
$24.8K - $27.7K
|
37.2K
$3.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
276+ 12.08% |
$24.3K - $27.1K
|
2.56K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
275+ 5.82% |
$24.2K - $27K
|
5K
$440K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
272+ 1.82% |
$23.9K - $26.7K
|
15.2K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
271+ 4.12% |
$23.9K - $26.6K
|
6.85K
$602K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
271+ 10.76% |
$23.9K - $26.6K
|
2.79K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
271+ 2.19% |
$23.9K - $26.6K
|
12.6K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
266+ 19.9% |
$23.4K - $26.1K
|
1.6K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
264+ 0.36% |
$23.2K - $25.9K
|
74.6K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
264New |
$23.2K - $25.9K
|
264
$23.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
261+ 4.33% |
$23K - $25.6K
|
6.29K
$553K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
260+ 220.34% |
$22.9K - $25.5K
|
378
$33.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
256+ 0.7% |
$22.5K - $25.1K
|
36.8K
$3.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
256New |
$22.5K - $25.1K
|
256
$22.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
256+ 2.61% |
$22.5K - $25.1K
|
10.1K
$886K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
254+ 0.7% |
$22.4K - $24.9K
|
36.7K
$3.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
254+ 16.28% |
$22.4K - $24.9K
|
1.81K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
253New |
$22.3K - $24.8K
|
253
$22.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
250+ 6.49% |
$22K - $24.5K
|
4.1K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
250+ 5.82% |
$22K - $24.5K
|
4.54K
$400K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
249+ 34.34% |
$21.9K - $24.4K
|
974
$85.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
249+ 1.45% |
$21.9K - $24.4K
|
17.4K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
243+ 3.06% |
$21.4K - $23.8K
|
8.19K
$720K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
242+ 8.95% |
$21.3K - $23.7K
|
2.95K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
241+ 1.99% |
$21.2K - $23.6K
|
12.4K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
239New |
$21K - $23.4K
|
239
$21K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
236+ 1.68% |
$20.8K - $23.1K
|
14.3K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
236+ 3.79% |
$20.8K - $23.1K
|
6.47K
$569K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
232+ 0.33% |
$20.4K - $22.8K
|
70.4K
$6.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
230+ 7.19% |
$20.2K - $22.6K
|
3.43K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
230+ 1.98% |
$20.2K - $22.6K
|
11.9K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
230+ 0.54% |
$20.2K - $22.6K
|
42.8K
$3.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
229+ 3.24% |
$20.2K - $22.5K
|
7.31K
$642K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
227+ 0.44% |
$20K - $22.3K
|
52K
$4.57M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
223New |
$19.6K - $21.9K
|
223
$19.6K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
221+ 1.67% |
$19.5K - $21.7K
|
13.5K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
220New |
$19.4K - $21.6K
|
220
$19.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
219+ 1.79% |
$19.3K - $21.5K
|
12.5K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
215+ 1.82% |
$18.9K - $21.1K
|
12K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
213+ 0.55% |
$18.8K - $20.9K
|
39.1K
$3.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
212+ 209.9% |
$18.7K - $20.8K
|
313
$27.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
208+ 3.26% |
$18.3K - $20.4K
|
6.58K
$579K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
204+ 1.21% |
$18K - $20K
|
17K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
204+ 6.99% |
$18K - $20K
|
3.12K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
203+ 9.46% |
$17.9K - $19.9K
|
2.35K
$206K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
200+ 3.94% |
$17.6K - $19.6K
|
5.27K
$463K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
198+ 2.51% |
$17.4K - $19.4K
|
8.07K
$710K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
195+ 28.51% |
$17.2K - $19.1K
|
879
$77.3K
|