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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.55KNew |
$225K - $250K
|
2.55K
$236K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.43KNew |
$214K - $238K
|
2.43K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.34KNew |
$206K - $229K
|
2.34K
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.28KNew |
$201K - $224K
|
2.28K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.26KNew |
$199K - $221K
|
2.26K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.22KNew |
$195K - $218K
|
2.22K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.2K+ 2.86% |
$193K - $215K
|
78.9K
$7.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 3.7% |
$172K - $191K
|
54.6K
$5.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.87K+ 883.49% |
$165K - $184K
|
2.09K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.85K+ 86.13% |
$162K - $181K
|
3.99K
$369K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 127.71% |
$118K - $132K
|
2.39K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.26K+ 24.32% |
$111K - $123K
|
6.43K
$594K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.2K+ 42.34% |
$105K - $117K
|
4.02K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.02K+ 20.17% |
$89.9K - $100K
|
6.08K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 33.77% |
$88.4K - $98.5K
|
3.98K
$368K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
701+ 14.87% |
$61.7K - $68.8K
|
5.41K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
691+ 1.8% |
$60.8K - $67.8K
|
39K
$3.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
685New |
$60.3K - $67.2K
|
685
$63.4K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
620+ 3.93% |
$54.6K - $60.8K
|
16.4K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
566+ 26.26% |
$49.8K - $55.5K
|
2.72K
$252K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
540+ 137.4% |
$47.5K - $53K
|
933
$86.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
PUT |
500New |
$44K - $49K
|
500
$46.3K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
436+ 1.59% |
$38.4K - $42.8K
|
27.9K
$2.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
425+ 7.46% |
$37.4K - $41.7K
|
6.12K
$566K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
402+ 7.08% |
$35.4K - $39.4K
|
6.08K
$563K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
382+ 161.18% |
$33.6K - $37.5K
|
619
$57.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
372+ 22.12% |
$32.8K - $36.5K
|
2.05K
$190K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
256New |
$22.5K - $25.1K
|
256
$23.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
250+ 5.82% |
$22K - $24.5K
|
4.54K
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
203+ 9.46% |
$17.9K - $19.9K
|
2.35K
$217K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
198+ 2.51% |
$17.4K - $19.4K
|
8.07K
$747K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
169New |
$14.9K - $16.6K
|
169
$15.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
144+ 1.72% |
$12.7K - $14.1K
|
8.5K
$787K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
130+ 0.48% |
$11.4K - $12.8K
|
27.3K
$2.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
130+ 4.04% |
$11.4K - $12.8K
|
3.35K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
129+ 5.22% |
$11.4K - $12.7K
|
2.6K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
100+ 4.33% |
$8.8K - $9.81K
|
2.41K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 69.93% |
$8.8K - $9.81K
|
243
$22.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 3.5% |
$8.8K - $9.81K
|
2.96K
$273K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
82New |
$7.22K - $8.04K
|
82
$7.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
80New |
$7.04K - $7.85K
|
80
$7.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
75+ 3.51% |
$6.6K - $7.36K
|
2.21K
$204K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
71New |
$6.25K - $6.96K
|
71
$6.57K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
67New |
$5.9K - $6.57K
|
67
$6.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
65+ 2.8% |
$5.72K - $6.38K
|
2.39K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
56+ 233.33% |
$4.93K - $5.49K
|
80
$7.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
51New |
$4.49K - $5K
|
51
$4.72K
|
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
50New |
$4.4K - $4.9K
|
50
$4.63K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
39+ 557.14% |
$3.43K - $3.83K
|
46
$4.26K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
39New |
$3.43K - $3.83K
|
39
$3.61K
|