Purchases and Sales Made in Q2 2024 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
102
+ 3.31%
$8.98K - $10K
3.18K $280K
Aug 12, 2024 Q2 2024
Elequin Capital LP

New York, NY
BUY
 -
101
New
$8.89K - $9.91K
101 $8.88K
Jul 12, 2024 Q2 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
100
+ 3.26%
$8.8K - $9.81K
3.16K $278K
Jul 19, 2024 Q2 2024
Aull & Monroe Investment Management Corp

Mobile, AL
BUY
 -
100
+ 3.5%
$8.8K - $9.81K
2.96K $260K
Jul 25, 2024 Q2 2024
Intrinsic Value Partners, LLC

BUY
 -
100
+ 1.59%
$8.8K - $9.81K
6.4K $563K
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
100
+ 3.78%
$8.8K - $9.81K
2.75K $241K
Aug 07, 2024 Q2 2024
Frg Family Wealth Advisors LLC

BUY
 -
100
+ 1.72%
$8.8K - $9.81K
5.9K $519K
Aug 07, 2024 Q2 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
100
+ 57.47%
$8.8K - $9.81K
274 $24.1K
Aug 07, 2024 Q2 2024
Gables Capital Management Inc.

BUY
 -
100
+ 69.93%
$8.8K - $9.81K
243 $21.4K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
100
New
$8.8K - $9.81K
100 $8.79K
Aug 14, 2024 Q2 2024
Community Bank, N.A.

BUY
 -
100
+ 0.33%
$8.8K - $9.81K
30.8K $2.71M
Aug 14, 2024 Q2 2024
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
100
+ 4.33%
$8.8K - $9.81K
2.41K $212K
Jul 19, 2024 Q2 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
99
+ 2.01%
$8.72K - $9.71K
5.03K $442K
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
95
+ 0.74%
$8.36K - $9.32K
12.9K $1.13M
Jul 15, 2024 Q2 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
93
+ 4.1%
$8.19K - $9.12K
2.36K $208K
Jul 17, 2024 Q2 2024
Ars Investment Partners, LLC

BUY
 -
93
+ 1.31%
$8.19K - $9.12K
7.21K $634K
Aug 08, 2024 Q2 2024
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
92
+ 1.33%
$8.1K - $9.02K
7.03K $618K
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
92
+ 0.53%
$8.1K - $9.02K
17.4K $1.53M
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
91
+ 9.48%
$8.01K - $8.93K
1.05K $92.4K
Aug 13, 2024 Q2 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
89
+ 3.21%
$7.84K - $8.73K
2.86K $252K
Aug 14, 2024 Q2 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
88
+ 2.41%
$7.75K - $8.63K
3.73K $328K
Aug 12, 2024 Q2 2024
3 Edge Asset Management, LP

BUY
 -
84
+ 3.5%
$7.4K - $8.24K
2.48K $218K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
82
New
$7.22K - $8.04K
82 $7.21K
Aug 06, 2024 Q2 2024
Isthmus Partners, LLC

Madison, WI
BUY
 -
80
New
$7.04K - $7.85K
80 $7.04K
Jul 19, 2024 Q2 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
78
+ 0.75%
$6.87K - $7.65K
10.5K $921K
Jul 16, 2024 Q2 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
77
+ 1.5%
$6.78K - $7.55K
5.23K $459K
Jul 17, 2024 Q2 2024
Bar Harbor Wealth Management

Concord, NH
BUY
 -
77
+ 0.09%
$6.78K - $7.55K
86.1K $7.57M
Jul 29, 2024 Q2 2024
West End Advisors, LLC

BUY
 -
77
+ 8.42%
$6.78K - $7.55K
991 $87.1K
Jul 15, 2024 Q2 2024
Newman Dignan & Sheerar, Inc.

BUY
 -
75
+ 2.11%
$6.6K - $7.36K
3.63K $319K
Jul 16, 2024 Q2 2024
Country Club Bank

BUY
 -
75
+ 0.49%
$6.6K - $7.36K
15.4K $1.35M
Aug 09, 2024 Q2 2024
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
75
+ 3.51%
$6.6K - $7.36K
2.21K $194K
Jul 10, 2024 Q2 2024
Founders Capital Management

BUY
 -
72
+ 6.32%
$6.34K - $7.06K
1.21K $106K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
71
New
$6.25K - $6.96K
71 $6.24K
Jul 24, 2024 Q2 2024
Avitas Wealth Management LLC

BUY
 -
71
+ 0.73%
$6.25K - $6.96K
9.82K $863K
Aug 13, 2024 Q2 2024
River Glades Family Offices LLC

Naples, FL
BUY
 -
70
+ 1.19%
$6.16K - $6.87K
5.95K $524K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
69
+ 17.97%
$6.07K - $6.77K
453 $39.8K
Aug 14, 2024 Q2 2024
Global Strategic Investment Solutions, LLC

BUY
 -
69
+ 0.26%
$6.07K - $6.77K
26.8K $2.35M
Jul 08, 2024 Q2 2024
Bank & Trust CO

Litchfield, IL
BUY
 -
67
New
$5.9K - $6.57K
67 $5.89K
Jul 12, 2024 Q2 2024
Compton Wealth Advisory Group, LLC

BUY
 -
66
+ 2.1%
$5.81K - $6.47K
3.21K $282K
Jul 12, 2024 Q2 2024
Paragon Capital Management LTD

BUY
 -
65
+ 2.8%
$5.72K - $6.38K
2.39K $210K
Jul 18, 2024 Q2 2024
E&G Advisors, LP

BUY
 -
65
+ 0.33%
$5.72K - $6.38K
19.9K $1.75M
Aug 14, 2024 Q2 2024
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
65
+ 0.52%
$5.72K - $6.38K
12.6K $1.11M
Oct 09, 2024 Q2 2024
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
65
+ 0.48%
$5.72K - $6.38K
13.6K $1.2M
Aug 09, 2024 Q2 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
64
+ 3.42%
$5.63K - $6.28K
1.94K $170K
Jul 11, 2024 Q2 2024
Butensky & Cohen Financial Security, Inc

BUY
 -
63
+ 0.37%
$5.55K - $6.18K
17.3K $1.52M
Jul 16, 2024 Q2 2024
Diversified Trust CO

BUY
 -
63
+ 1.98%
$5.55K - $6.18K
3.25K $285K
Jul 26, 2024 Q2 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
63
+ 0.8%
$5.55K - $6.18K
7.92K $696K
Jul 15, 2024 Q2 2024
Terra Nova Asset Management LLC

BUY
 -
59
+ 0.28%
$5.19K - $5.79K
21.4K $1.88M
Jul 19, 2024 Q2 2024
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
58
+ 2.09%
$5.11K - $5.69K
2.84K $250K

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