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 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15K+ 23.79% |
$97.3K - $108K
|
6K
$571K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15K+ 110.4% |
$96.7K - $107K
|
2.18K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.14K+ 1.54% |
$96.5K - $107K
|
75.6K
$7.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1.12K+ 10.07% |
$94.6K - $105K
|
12.3K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 4.65% |
$94.1K - $104K
|
25.1K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.6% |
$94.1K - $104K
|
43.9K
$4.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.11K+ 16.04% |
$93.6K - $104K
|
8.03K
$764K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.11K+ 10.53% |
$93.5K - $104K
|
11.6K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.67% |
$92.8K - $103K
|
11.4K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.09K+ 6.68% |
$91.9K - $102K
|
17.4K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.06K+ 14.7% |
$89.3K - $98.9K
|
8.27K
$786K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.04K+ 3.26% |
$87.7K - $97.1K
|
33K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.03K+ 0.94% |
$87K - $96.4K
|
111K
$10.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.02K+ 0.29% |
$85.8K - $95K
|
348K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.01K+ 6.08% |
$84.9K - $94K
|
17.6K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
997+ 9.88% |
$84.1K - $93.1K
|
11.1K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
994+ 7.38% |
$83.8K - $92.8K
|
14.5K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
988New |
$83.3K - $92.3K
|
988
$94K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
985+ 1.11% |
$83.1K - $92K
|
89.5K
$8.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
985+ 33.28% |
$83.1K - $92K
|
3.95K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
982+ 42.27% |
$82.8K - $91.7K
|
3.31K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
979+ 11.44% |
$82.6K - $91.4K
|
9.53K
$907K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
977+ 14.25% |
$82.4K - $91.2K
|
7.84K
$745K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
966+ 5.67% |
$81.5K - $90.2K
|
18K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
964New |
$81.3K - $90K
|
964
$91.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
962+ 6.97% |
$81.1K - $89.8K
|
14.8K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
941+ 9.15% |
$79.4K - $87.9K
|
11.2K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
936+ 18.15% |
$79K - $87.4K
|
6.09K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
924+ 25.38% |
$77.9K - $86.3K
|
4.57K
$434K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
920+ 1.12% |
$77.6K - $85.9K
|
83.4K
$7.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
910+ 2.78% |
$76.8K - $85K
|
33.7K
$3.2M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
905+ 5.37% |
$76.3K - $84.5K
|
17.7K
$1.69M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
904+ 10.29% |
$76.3K - $84.4K
|
9.69K
$922K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
831+ 7.13% |
$70.1K - $77.6K
|
12.5K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
830+ 2.54% |
$70K - $77.5K
|
33.5K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
802+ 1.26% |
$67.6K - $74.9K
|
64.5K
$6.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
793+ 19.59% |
$66.9K - $74.1K
|
4.84K
$461K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
780+ 14.19% |
$65.8K - $72.8K
|
6.28K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
770+ 9.87% |
$64.9K - $71.9K
|
8.57K
$815K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
761New |
$64.2K - $71.1K
|
761
$72.4K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
755+ 12.68% |
$63.7K - $70.5K
|
6.71K
$638K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
741+ 0.74% |
$62.5K - $69.2K
|
101K
$9.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
734+ 0.4% |
$61.9K - $68.5K
|
184K
$17.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
730+ 0.49% |
$61.6K - $68.2K
|
150K
$14.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
720+ 3.11% |
$60.7K - $67.2K
|
23.9K
$2.27M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
719+ 10.29% |
$60.6K - $67.1K
|
7.7K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
713+ 27.39% |
$60.1K - $66.6K
|
3.32K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
712+ 19.25% |
$60.1K - $66.5K
|
4.41K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
712+ 11.3% |
$60.1K - $66.5K
|
7.02K
$667K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
711+ 16.19% |
$60K - $66.4K
|
5.1K
$485K
|