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 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.94K+ 17.66% |
$875K - $975K
|
66.2K
$5.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.88K+ 8.88% |
$870K - $969K
|
121K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.87K+ 17.78% |
$869K - $968K
|
65.4K
$5.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9.78K+ 52.77% |
$861K - $959K
|
28.3K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
9.52K+ 332.76% |
$838K - $933K
|
12.4K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.38KNew |
$825K - $920K
|
9.38K
$820K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.27K+ 49.4% |
$816K - $909K
|
28K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.26K+ 25.58% |
$815K - $908K
|
45.5K
$3.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
9.25KNew |
$815K - $908K
|
9.25K
$809K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
9.18K+ 29.54% |
$808K - $900K
|
40.3K
$3.52M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
9.17K+ 6.0% |
$807K - $899K
|
162K
$14.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
9.12K+ 16.9% |
$803K - $894K
|
63.1K
$5.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8.89K+ 63.35% |
$783K - $872K
|
22.9K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.89KNew |
$782K - $872K
|
8.89K
$777K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
8.86KNew |
$780K - $869K
|
8.86K
$775K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.85K+ 10.63% |
$780K - $868K
|
92.1K
$8.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.57KNew |
$755K - $841K
|
8.57K
$750K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
8.55KNew |
$753K - $839K
|
8.55K
$748K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8.25K+ 9.28% |
$726K - $809K
|
97.1K
$8.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8.2K+ 53.05% |
$722K - $804K
|
23.6K
$2.07M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.17K+ 0.87% |
$719K - $801K
|
943K
$82.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
8.13KNew |
$716K - $798K
|
8.13K
$711K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.1K+ 40.34% |
$713K - $795K
|
28.2K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.04K+ 3.24% |
$708K - $789K
|
256K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.97K+ 16.28% |
$701K - $781K
|
56.9K
$4.98M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
7.95K+ 4.13% |
$699K - $779K
|
200K
$17.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.93K+ 18.55% |
$698K - $778K
|
50.7K
$4.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
7.82K+ 11.07% |
$689K - $767K
|
78.5K
$6.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.72K+ 12.31% |
$679K - $757K
|
70.4K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.71K+ 22.24% |
$679K - $756K
|
42.4K
$3.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
7.64K+ 28.66% |
$673K - $749K
|
34.3K
$3M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
7.63K+ 15.22% |
$672K - $749K
|
57.8K
$5.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.56K+ 84.79% |
$665K - $741K
|
16.5K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.32K+ 9.52% |
$645K - $718K
|
84.2K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.32K+ 246.66% |
$645K - $718K
|
10.3K
$900K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.25K+ 45.67% |
$638K - $711K
|
23.1K
$2.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.15K+ 2.05% |
$630K - $701K
|
356K
$31.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.14K+ 14.54% |
$629K - $700K
|
56.3K
$4.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7K+ 2.06% |
$617K - $687K
|
347K
$30.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.82K+ 65.51% |
$600K - $669K
|
17.2K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.78K+ 10.31% |
$597K - $665K
|
72.6K
$6.35M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.77K+ 2.86% |
$596K - $664K
|
244K
$21.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.76KNew |
$595K - $663K
|
6.76K
$591K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.76K+ 197.72% |
$595K - $663K
|
10.2K
$890K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.75K+ 18.52% |
$594K - $662K
|
43.2K
$3.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.71K+ 4.71% |
$591K - $658K
|
149K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.7K+ 207.2% |
$590K - $657K
|
9.94K
$869K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
6.68KNew |
$588K - $655K
|
6.68K
$584K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.66K+ 37.02% |
$586K - $653K
|
24.6K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.55K+ 9.49% |
$576K - $642K
|
75.5K
$6.61M
|