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
|
Creative Financial Designs Inc
|
BUY
|
- |
16K+ 43.96% |
$1.41M - $1.57M
|
52.4K
$4.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$1.38M - $1.54M
|
15.7K
$1.37M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.2K+ 33.31% |
$1.34M - $1.49M
|
60.9K
$5.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
15.2K+ 15.89% |
$1.34M - $1.49M
|
111K
$9.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15K+ 42.94% |
$1.32M - $1.47M
|
49.8K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
15K+ 14.72% |
$1.32M - $1.47M
|
117K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.8K+ 285.26% |
$1.31M - $1.45M
|
20K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.8K+ 10.63% |
$1.3M - $1.45M
|
154K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
14.7K+ 44.2% |
$1.3M - $1.45M
|
48.1K
$4.21M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7K+ 629.98% |
$1.3M - $1.44M
|
17.1K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 219.22% |
$1.29M - $1.43M
|
21.3K
$1.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
14.6K+ 12.27% |
$1.28M - $1.43M
|
134K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.5KNew |
$1.28M - $1.43M
|
14.5K
$1.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.4K+ 22.26% |
$1.27M - $1.42M
|
79.3K
$6.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
14.4K+ 89.82% |
$1.27M - $1.41M
|
30.4K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
14.2KNew |
$1.25M - $1.39M
|
14.2K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.1K+ 56.4% |
$1.24M - $1.38M
|
39.1K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14K+ 24.65% |
$1.23M - $1.37M
|
70.9K
$6.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
14K+ 13.47% |
$1.23M - $1.37M
|
118K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.9K+ 4.87% |
$1.23M - $1.37M
|
300K
$26.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.8K+ 13.17% |
$1.21M - $1.35M
|
118K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
13.6K+ 17.24% |
$1.2M - $1.34M
|
92.7K
$8.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
13.6K+ 262.47% |
$1.2M - $1.34M
|
18.8K
$1.65M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
13.2KNew |
$1.16M - $1.3M
|
13.2K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13KNew |
$1.14M - $1.27M
|
13K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.9K+ 99.22% |
$1.14M - $1.26M
|
25.9K
$2.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
12.8KNew |
$1.12M - $1.25M
|
12.8K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.2KNew |
$1.07M - $1.2M
|
12.2K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
12.2K+ 45.02% |
$1.07M - $1.2M
|
39.3K
$3.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.9K+ 39.4% |
$1.05M - $1.17M
|
42K
$3.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 4.22% |
$1.04M - $1.16M
|
292K
$25.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
11.8K+ 23.46% |
$1.04M - $1.16M
|
62K
$5.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.7K+ 18.54% |
$1.03M - $1.15M
|
75K
$6.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.6K+ 11.95% |
$1.02M - $1.14M
|
109K
$9.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
11.6KNew |
$1.02M - $1.13M
|
11.6K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.4K+ 16.61% |
$1M - $1.11M
|
79.8K
$6.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.3K+ 311.81% |
$993K - $1.11M
|
14.9K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 6.43% |
$981K - $1.09M
|
184K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.1K+ 73.69% |
$974K - $1.09M
|
26.1K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
10.9KNew |
$962K - $1.07M
|
10.9K
$956K
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.8KNew |
$949K - $1.06M
|
10.8K
$943K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 312.56% |
$931K - $1.04M
|
14K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
10.5K+ 120.95% |
$927K - $1.03M
|
19.2K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.4KNew |
$918K - $1.02M
|
10.4K
$912K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10.4K+ 6.24% |
$914K - $1.02M
|
177K
$15.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 99.93% |
$908K - $1.01M
|
20.6K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
10.2KNew |
$895K - $997K
|
10.2K
$889K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
BUY
|
- |
10.2K+ 38.06% |
$894K - $996K
|
36.8K
$3.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
10KNew |
$880K - $981K
|
10K
$875K
|