Purchases and Sales Made in Q3 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.83% |
$2.02K - $2.24K
|
2.9K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23+ 0.98% |
$1.94K - $2.15K
|
2.38K
$227K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.45% |
$1.94K - $2.15K
|
5.09K
$486K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
22+ 0.64% |
$1.86K - $2.05K
|
3.49K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
22+ 0.84% |
$1.86K - $2.05K
|
2.64K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21+ 2.68% |
$1.77K - $1.96K
|
805
$76.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
21+ 0.18% |
$1.77K - $1.96K
|
11.9K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
20New |
$1.69K - $1.87K
|
20
$1.91K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19+ 0.33% |
$1.6K - $1.77K
|
5.82K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.6K - $1.77K
|
8.58K
$820K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
18+ 0.67% |
$1.52K - $1.68K
|
2.71K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
17+ 0.73% |
$1.43K - $1.59K
|
2.35K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.12% |
$1.43K - $1.59K
|
13.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
16+ 0.08% |
$1.35K - $1.49K
|
19.2K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
15+ 0.19% |
$1.27K - $1.4K
|
7.82K
$747K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
15+ 0.47% |
$1.27K - $1.4K
|
3.2K
$305K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
14+ 0.31% |
$1.18K - $1.31K
|
4.59K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
14+ 0.51% |
$1.18K - $1.31K
|
2.74K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
12+ 0.46% |
$1.01K - $1.12K
|
2.61K
$249K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
12+ 0.53% |
$1.01K - $1.12K
|
2.28K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
12+ 0.46% |
$1.01K - $1.12K
|
2.64K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
12+ 0.16% |
$1.01K - $1.12K
|
7.71K
$737K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
11+ 0.47% |
$928 - $1.03K
|
2.35K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11+ 0.1% |
$928 - $1.03K
|
11K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 0.81% |
$928 - $1.03K
|
1.37K
$131K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
10+ 0.04% |
$844 - $934
|
24.5K
$2.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.71% |
$844 - $934
|
1.43K
$136K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.82% |
$844 - $934
|
1.23K
$117K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
9+ 0.33% |
$759 - $841
|
2.75K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
9+ 0.1% |
$759 - $841
|
9.21K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.59% |
$759 - $841
|
1.53K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.18% |
$675 - $747
|
4.51K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
8+ 0.3% |
$675 - $747
|
2.68K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
8+ 0.06% |
$675 - $747
|
13.4K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.2% |
$590 - $654
|
3.53K
$337K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7New |
$590 - $654
|
7
$669
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.87% |
$590 - $654
|
811
$77.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7New |
$590 - $654
|
7
$669
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.26% |
$506 - $560
|
2.29K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$506 - $560
|
5.24K
$501K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6New |
$506 - $560
|
6
$573
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.07% |
$506 - $560
|
9.04K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 2.37% |
$506 - $560
|
259
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.08% |
$506 - $560
|
7.68K
$733K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5+ 0.19% |
$422 - $467
|
2.58K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.7% |
$422 - $467
|
722
$69K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
4+ 0.13% |
$337 - $374
|
3K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
4+ 0.07% |
$337 - $374
|
5.95K
$568K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.09% |
$337 - $374
|
4.54K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.86% |
$337 - $374
|
470
$44.9K
|