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 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
56+ 233.33% |
$4.93K - $5.49K
|
80
$7.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
55+ 0.41% |
$4.84K - $5.39K
|
13.5K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
51New |
$4.49K - $5K
|
51
$4.48K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
50+ 1.53% |
$4.4K - $4.9K
|
3.31K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
50+ 1.0% |
$4.4K - $4.9K
|
5.07K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
50New |
$4.4K - $4.9K
|
50
$4.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
47+ 0.47% |
$4.14K - $4.61K
|
10K
$880K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
47+ 0.66% |
$4.14K - $4.61K
|
7.16K
$630K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
47+ 0.74% |
$4.14K - $4.61K
|
6.4K
$563K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
43+ 0.43% |
$3.79K - $4.22K
|
9.95K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
41+ 1.75% |
$3.61K - $4.02K
|
2.38K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
39New |
$3.43K - $3.83K
|
39
$3.43K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
39+ 557.14% |
$3.43K - $3.83K
|
46
$4.05K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38+ 1.38% |
$3.35K - $3.73K
|
2.79K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
36+ 0.76% |
$3.17K - $3.53K
|
4.8K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
36New |
$3.17K - $3.53K
|
36
$3.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34+ 0.2% |
$2.99K - $3.33K
|
16.9K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
33+ 0.09% |
$2.91K - $3.24K
|
36.4K
$3.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
32+ 0.8% |
$2.82K - $3.14K
|
4.03K
$354K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
30+ 0.94% |
$2.64K - $2.94K
|
3.22K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
30+ 0.31% |
$2.64K - $2.94K
|
9.73K
$855K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
30+ 0.74% |
$2.64K - $2.94K
|
4.07K
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
30New |
$2.64K - $2.94K
|
30
$2.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
29+ 0.15% |
$2.55K - $2.84K
|
18.8K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 0.66% |
$2.47K - $2.75K
|
4.25K
$374K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$2.38K - $2.65K
|
27
$2.37K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
26+ 86.67% |
$2.29K - $2.55K
|
56
$4.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
26+ 0.34% |
$2.29K - $2.55K
|
7.71K
$678K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
25+ 0.24% |
$2.2K - $2.45K
|
10.4K
$915K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23+ 0.48% |
$2.02K - $2.26K
|
4.8K
$422K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.74% |
$2.02K - $2.26K
|
3.12K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
23+ 0.03% |
$2.02K - $2.26K
|
73.9K
$6.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
22+ 18.8% |
$1.94K - $2.16K
|
139
$12.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.77% |
$1.94K - $2.16K
|
2.88K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
21+ 1.05% |
$1.85K - $2.06K
|
2.02K
$178K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
20+ 0.77% |
$1.76K - $1.96K
|
2.62K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
20+ 0.62% |
$1.76K - $1.96K
|
3.27K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
20+ 14.71% |
$1.76K - $1.96K
|
156
$13.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
19+ 0.7% |
$1.67K - $1.86K
|
2.74K
$241K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
18+ 0.67% |
$1.58K - $1.77K
|
2.69K
$237K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
17+ 0.12% |
$1.5K - $1.67K
|
14.1K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17+ 0.34% |
$1.5K - $1.67K
|
4.98K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.12% |
$1.41K - $1.57K
|
13.8K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
15+ 0.1% |
$1.32K - $1.47K
|
15.3K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
15+ 0.31% |
$1.32K - $1.47K
|
4.88K
$429K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$1.23K - $1.37K
|
6.3K
$554K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
11+ 0.05% |
$968 - $1.08K
|
21.3K
$1.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 0.82% |
$968 - $1.08K
|
1.36K
$120K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
11+ 0.42% |
$968 - $1.08K
|
2.6K
$229K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.12% |
$880 - $981
|
8.45K
$743K
|