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 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
192New |
$16.9K - $18.8K
|
192
$16.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
187+ 4.64% |
$16.5K - $18.3K
|
4.22K
$371K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
185+ 0.46% |
$16.3K - $18.1K
|
40.8K
$3.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
183+ 4.73% |
$16.1K - $17.9K
|
4.05K
$356K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
180+ 7.27% |
$15.8K - $17.7K
|
2.66K
$234K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
175+ 8.02% |
$15.4K - $17.2K
|
2.36K
$207K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
174+ 0.77% |
$15.3K - $17.1K
|
22.7K
$2M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
172+ 2.44% |
$15.1K - $16.9K
|
7.23K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
171+ 2.03% |
$15.1K - $16.8K
|
8.58K
$754K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
169+ 4.4% |
$14.9K - $16.6K
|
4.01K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
169New |
$14.9K - $16.6K
|
169
$14.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
167+ 3.12% |
$14.7K - $16.4K
|
5.52K
$485K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
167+ 2.27% |
$14.7K - $16.4K
|
7.52K
$661K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
167+ 0.7% |
$14.7K - $16.4K
|
24.1K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
165+ 0.88% |
$14.5K - $16.2K
|
18.9K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
162New |
$14.3K - $15.9K
|
162
$14.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
160+ 2.37% |
$14.1K - $15.7K
|
6.92K
$608K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
155+ 1.01% |
$13.6K - $15.2K
|
15.6K
$1.37M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
155+ 2.83% |
$13.6K - $15.2K
|
5.64K
$496K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
152+ 1.42% |
$13.4K - $14.9K
|
10.9K
$956K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
150+ 1.58% |
$13.2K - $14.7K
|
9.64K
$848K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
148+ 0.72% |
$13K - $14.5K
|
20.8K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
146+ 2.54% |
$12.9K - $14.3K
|
5.9K
$519K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
144+ 1.72% |
$12.7K - $14.1K
|
8.5K
$748K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
144+ 3.47% |
$12.7K - $14.1K
|
4.29K
$377K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
139+ 3.7% |
$12.2K - $13.6K
|
3.89K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
139+ 1.98% |
$12.2K - $13.6K
|
7.16K
$629K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
139+ 1.07% |
$12.2K - $13.6K
|
13.1K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
137+ 80.59% |
$12.1K - $13.4K
|
307
$27K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
133+ 5.67% |
$11.7K - $13K
|
2.48K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
133+ 1.02% |
$11.7K - $13K
|
13.2K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131+ 5.95% |
$11.5K - $12.8K
|
2.33K
$205K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
130+ 4.04% |
$11.4K - $12.8K
|
3.35K
$294K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
130+ 0.48% |
$11.4K - $12.8K
|
27.3K
$2.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
129+ 5.22% |
$11.4K - $12.7K
|
2.6K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
129+ 0.66% |
$11.4K - $12.7K
|
19.7K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
126+ 1.51% |
$11.1K - $12.4K
|
8.48K
$746K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
124+ 0.07% |
$10.9K - $12.2K
|
177K
$15.5M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
123+ 2.25% |
$10.8K - $12.1K
|
5.58K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
118+ 0.48% |
$10.4K - $11.6K
|
24.8K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
115+ 1.83% |
$10.1K - $11.3K
|
6.39K
$561K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
113+ 0.39% |
$9.95K - $11.1K
|
29K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113+ 1.52% |
$9.95K - $11.1K
|
7.54K
$663K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
111+ 0.58% |
$9.77K - $10.9K
|
19.2K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
111+ 2.52% |
$9.77K - $10.9K
|
4.51K
$397K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
110+ 3.36% |
$9.68K - $10.8K
|
3.39K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
108+ 0.56% |
$9.51K - $10.6K
|
19.4K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
105+ 0.2% |
$9.24K - $10.3K
|
52.3K
$4.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
103+ 4.13% |
$9.07K - $10.1K
|
2.6K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
103+ 19.73% |
$9.07K - $10.1K
|
625
$55K
|