Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
605+ 2.84% |
$51K - $56.5K
|
21.9K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
604New |
$50.9K - $56.4K
|
604
$58.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
602+ 25.42% |
$50.8K - $56.2K
|
2.97K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
600+ 14.27% |
$50.6K - $56K
|
4.81K
$463K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
600+ 15.98% |
$50.6K - $56K
|
4.36K
$420K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
595+ 2.38% |
$50.2K - $55.6K
|
25.6K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
591+ 13.11% |
$49.9K - $55.2K
|
5.1K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
590+ 3.58% |
$49.8K - $55.1K
|
17.1K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
590+ 1.34% |
$49.8K - $55.1K
|
44.5K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
589+ 1.23% |
$49.7K - $55K
|
48.5K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
576+ 138.8% |
$48.6K - $53.8K
|
991
$95.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
570+ 0.58% |
$48.1K - $53.2K
|
99.7K
$9.6M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
568+ 18.18% |
$47.9K - $53K
|
3.69K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
564+ 3.98% |
$47.6K - $52.7K
|
14.7K
$1.42M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
562+ 2.07% |
$47.4K - $52.5K
|
27.7K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
551+ 24.43% |
$46.5K - $51.5K
|
2.81K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
551+ 7.54% |
$46.5K - $51.5K
|
7.86K
$757K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
551+ 23.64% |
$46.5K - $51.5K
|
2.88K
$278K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
547+ 0.16% |
$46.1K - $51.1K
|
351K
$33.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
546+ 5.03% |
$46.1K - $51K
|
11.4K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
546+ 5.71% |
$46.1K - $51K
|
10.1K
$974K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
538+ 2445.45% |
$45.4K - $50.2K
|
560
$54K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
530+ 2.21% |
$44.7K - $49.5K
|
24.5K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
522+ 2.93% |
$44K - $48.7K
|
18.4K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
517+ 1.68% |
$43.6K - $48.3K
|
31.3K
$3.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
516New |
$43.5K - $48.2K
|
516
$49.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
506New |
$42.7K - $47.3K
|
506
$48.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
494+ 0.59% |
$41.7K - $46.1K
|
84.7K
$8.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
481+ 1.32% |
$40.6K - $44.9K
|
36.8K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
475+ 2.44% |
$40.1K - $44.4K
|
20K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
472+ 10.86% |
$39.8K - $44.1K
|
4.82K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
465+ 8.4% |
$39.2K - $43.4K
|
6K
$578K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
465+ 4.82% |
$39.2K - $43.4K
|
10.1K
$975K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
454+ 0.88% |
$38.3K - $42.4K
|
52.1K
$5.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
452+ 0.68% |
$38.1K - $42.2K
|
67.1K
$6.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
437+ 2.32% |
$36.9K - $40.8K
|
19.2K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
428+ 1.94% |
$36.1K - $40K
|
22.5K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
425+ 0.81% |
$35.8K - $39.7K
|
52.7K
$5.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
425+ 1.28% |
$35.8K - $39.7K
|
33.6K
$3.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
420+ 61.95% |
$35.4K - $39.2K
|
1.1K
$106K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
418+ 18.41% |
$35.3K - $39K
|
2.69K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
416+ 6.5% |
$35.1K - $38.9K
|
6.82K
$657K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
414+ 1.4% |
$34.9K - $38.7K
|
30K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
413+ 0.67% |
$34.8K - $38.6K
|
62.4K
$6.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
411+ 2.87% |
$34.7K - $38.4K
|
14.7K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
411+ 15.41% |
$34.7K - $38.4K
|
3.08K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
409+ 8.76% |
$34.5K - $38.2K
|
5.08K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
393+ 0.81% |
$33.1K - $36.7K
|
49.1K
$4.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
376+ 1.23% |
$31.7K - $35.1K
|
31K
$2.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
375+ 14.79% |
$31.6K - $35K
|
2.91K
$280K
|