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 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.99K+ 1672.07% |
$252K - $280K
|
3.17K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.96K+ 5.64% |
$249K - $276K
|
55.4K
$4.99M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.93KNew |
$247K - $274K
|
2.93K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.92K+ 6.62% |
$246K - $273K
|
47.1K
$4.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.89K+ 7.84% |
$244K - $270K
|
39.7K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 0.25% |
$241K - $267K
|
1.13M
$102M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.82K+ 27.53% |
$238K - $264K
|
13.1K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.82KNew |
$238K - $263K
|
2.82K
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.81K+ 20.23% |
$237K - $262K
|
16.7K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$235K - $260K
|
2.79K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.79KNew |
$235K - $260K
|
2.79K
$251K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.73KNew |
$230K - $255K
|
2.73K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.67K+ 7.67% |
$225K - $249K
|
37.5K
$3.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.66K+ 0.47% |
$224K - $248K
|
564K
$50.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.61K+ 7.51% |
$220K - $244K
|
37.4K
$3.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.6K+ 1.4% |
$220K - $243K
|
188K
$16.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.6K+ 24.47% |
$219K - $243K
|
13.2K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.54KNew |
$215K - $238K
|
2.54K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.52K+ 11.96% |
$213K - $236K
|
23.6K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2.51K+ 5.87% |
$211K - $234K
|
45.2K
$4.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.5KNew |
$211K - $233K
|
2.5K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.5KNew |
$211K - $233K
|
2.5K
$225K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
2.48K+ 11.95% |
$210K - $232K
|
23.3K
$2.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
2.48K+ 2.27% |
$209K - $232K
|
112K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.46K+ 8.45% |
$208K - $230K
|
31.6K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.43KNew |
$205K - $227K
|
2.43K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.4KNew |
$202K - $224K
|
2.4K
$216K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.39K+ 31.05% |
$202K - $223K
|
10.1K
$910K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.37KNew |
$200K - $221K
|
2.37K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.36K+ 14.15% |
$199K - $220K
|
19.1K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.36K+ 5.44% |
$199K - $220K
|
45.7K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.35KNew |
$198K - $220K
|
2.35K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.35K+ 12.36% |
$198K - $219K
|
21.4K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.31KNew |
$195K - $215K
|
2.31K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.29K+ 15.1% |
$193K - $214K
|
17.4K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.26K+ 9.21% |
$191K - $211K
|
26.8K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.26K+ 39.95% |
$191K - $211K
|
7.92K
$713K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.22K+ 13.14% |
$187K - $207K
|
19.1K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.2K+ 12.83% |
$185K - $205K
|
19.3K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.19K+ 1.46% |
$185K - $205K
|
152K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.19K+ 6.13% |
$185K - $205K
|
37.9K
$3.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.19K+ 119.56% |
$185K - $204K
|
4.02K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.15K+ 31.27% |
$182K - $201K
|
9.04K
$814K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.14K+ 875.0% |
$180K - $199K
|
2.38K
$214K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 2.81% |
$178K - $197K
|
77K
$6.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.05K+ 7.26% |
$173K - $191K
|
30.2K
$2.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.02K+ 7.8% |
$171K - $189K
|
28K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.02K+ 2.08% |
$170K - $189K
|
99.1K
$8.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
2K+ 2.79% |
$169K - $187K
|
73.6K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
1.98K+ 3.52% |
$167K - $185K
|
58.3K
$5.26M
|