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 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
221New |
$18.6K - $20.6K
|
221
$21.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
216+ 0.9% |
$18.2K - $20.2K
|
24.3K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
212+ 3.03% |
$17.9K - $19.8K
|
7.21K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
209+ 1.83% |
$17.6K - $19.5K
|
11.6K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
208+ 1.62% |
$17.5K - $19.4K
|
13K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
202+ 5.89% |
$17K - $18.9K
|
3.63K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
201+ 3.15% |
$17K - $18.8K
|
6.59K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
200+ 6.13% |
$16.9K - $18.7K
|
3.47K
$334K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$19.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
200+ 32.0% |
$16.9K - $18.7K
|
825
$79.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 5.0% |
$16.9K - $18.7K
|
4.2K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$19.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
199+ 25.95% |
$16.8K - $18.6K
|
966
$93.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
197+ 1.81% |
$16.6K - $18.4K
|
11.1K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
196+ 1.26% |
$16.5K - $18.3K
|
15.8K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
195+ 3.1% |
$16.4K - $18.2K
|
6.48K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
191+ 1.99% |
$16.1K - $17.8K
|
9.78K
$942K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
190+ 3.14% |
$16K - $17.7K
|
6.23K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
187+ 1.86% |
$15.8K - $17.5K
|
10.3K
$988K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
180+ 3.05% |
$15.2K - $16.8K
|
6.08K
$586K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
175New |
$14.8K - $16.3K
|
175
$16.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
175+ 0.11% |
$14.8K - $16.3K
|
166K
$16M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
174+ 0.64% |
$14.7K - $16.2K
|
27.2K
$2.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
173+ 1.13% |
$14.6K - $16.2K
|
15.5K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
171+ 2.72% |
$14.4K - $16K
|
6.47K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
170+ 6.85% |
$14.3K - $15.9K
|
2.65K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
168+ 0.91% |
$14.2K - $15.7K
|
18.6K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
166+ 39.62% |
$14K - $15.5K
|
585
$56.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164+ 59.85% |
$13.8K - $15.3K
|
438
$42.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
164+ 1.58% |
$13.8K - $15.3K
|
10.6K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160+ 9.2% |
$13.5K - $14.9K
|
1.9K
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
160+ 1.04% |
$13.5K - $14.9K
|
15.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
158+ 5.64% |
$13.3K - $14.8K
|
2.96K
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
158+ 6.05% |
$13.3K - $14.8K
|
2.77K
$267K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
155+ 0.28% |
$13.1K - $14.5K
|
56.4K
$5.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
151+ 1.67% |
$12.7K - $14.1K
|
9.19K
$885K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
151+ 1.91% |
$12.7K - $14.1K
|
8.07K
$777K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
150+ 0.74% |
$12.7K - $14K
|
20.4K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
146+ 4.83% |
$12.3K - $13.6K
|
3.17K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
144New |
$12.1K - $13.4K
|
144
$13.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
141+ 1.62% |
$11.9K - $13.2K
|
8.84K
$852K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
140+ 2.88% |
$11.8K - $13.1K
|
5.01K
$482K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
138+ 0.71% |
$11.6K - $12.9K
|
19.5K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
136+ 39.77% |
$11.5K - $12.7K
|
478
$46.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
135+ 4.9% |
$11.4K - $12.6K
|
2.89K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
132+ 13.32% |
$11.1K - $12.3K
|
1.12K
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
130+ 28.57% |
$11K - $12.1K
|
585
$56.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
126+ 4.87% |
$10.6K - $11.8K
|
2.71K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
125+ 1.43% |
$10.5K - $11.7K
|
8.84K
$852K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
122+ 12.47% |
$10.3K - $11.4K
|
1.1K
$106K
|