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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
24.7KNew |
$2.18M - $2.42M
|
24.7K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
24.3K+ 118.51% |
$2.14M - $2.38M
|
44.7K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24KNew |
$2.11M - $2.35M
|
24K
$2.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
23.4K+ 78.86% |
$2.06M - $2.29M
|
53K
$5.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
23.1K+ 249.26% |
$2.04M - $2.27M
|
32.4K
$3.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
21KNew |
$1.85M - $2.06M
|
21K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.7KNew |
$1.73M - $1.93M
|
19.7K
$1.91M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19.6K+ 322.01% |
$1.72M - $1.92M
|
25.7K
$2.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.8KNew |
$1.66M - $1.85M
|
18.8K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.54M - $1.72M
|
17.5K
$1.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
17KNew |
$1.49M - $1.66M
|
17K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$1.48M - $1.64M
|
16.8K
$1.63M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7K+ 629.98% |
$1.3M - $1.44M
|
17.1K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
14.4K+ 89.82% |
$1.27M - $1.41M
|
30.4K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
14.1K+ 56.4% |
$1.24M - $1.38M
|
39.1K
$3.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13KNew |
$1.14M - $1.27M
|
13K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.2KNew |
$1.07M - $1.2M
|
12.2K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
10.9KNew |
$962K - $1.07M
|
10.9K
$1.06M
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.8KNew |
$949K - $1.06M
|
10.8K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.4KNew |
$918K - $1.02M
|
10.4K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
9.52K+ 332.76% |
$838K - $933K
|
12.4K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.38KNew |
$825K - $920K
|
9.38K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
9.25KNew |
$815K - $908K
|
9.25K
$900K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.78K+ 10.31% |
$597K - $665K
|
72.6K
$7.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.76KNew |
$595K - $663K
|
6.76K
$657K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
6.68KNew |
$588K - $655K
|
6.68K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.37KNew |
$561K - $625K
|
6.37K
$620K
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.35K+ 291.51% |
$559K - $623K
|
8.53K
$829K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.22K+ 4.11% |
$548K - $610K
|
157K
$15.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.13KNew |
$540K - $601K
|
6.13K
$596K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6KNew |
$528K - $588K
|
6K
$584K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
5.95K+ 9.39% |
$524K - $584K
|
69.3K
$6.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.82K+ 119.84% |
$513K - $571K
|
10.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.78K+ 172.14% |
$509K - $567K
|
9.13K
$888K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
5.75K+ 6.5% |
$506K - $564K
|
94.2K
$9.16M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5.73K+ 44.5% |
$504K - $562K
|
18.6K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.49K+ 41.62% |
$484K - $539K
|
18.7K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
5.43KNew |
$478K - $533K
|
5.43K
$529K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.43KNew |
$478K - $533K
|
5.43K
$528K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.43K+ 68.71% |
$478K - $532K
|
13.3K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.28K+ 4.01% |
$465K - $518K
|
137K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.12KNew |
$451K - $502K
|
5.12K
$498K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.83KNew |
$425K - $474K
|
4.83K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.72KNew |
$416K - $463K
|
4.72K
$459K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
4.67K+ 7.44% |
$411K - $458K
|
67.4K
$6.56M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.62KNew |
$407K - $453K
|
4.62K
$449K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.58KNew |
$403K - $449K
|
4.58K
$445K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.23KNew |
$372K - $415K
|
4.23K
$411K
|