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
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.52K+ 18.62% |
$129K - $142K
|
9.71K
$935K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.52KNew |
$128K - $142K
|
1.52K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 54.65% |
$125K - $138K
|
4.19K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.47K+ 5.64% |
$124K - $137K
|
27.6K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 190.49% |
$123K - $137K
|
2.23K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.46K+ 4.4% |
$123K - $136K
|
34.6K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.45K+ 2.01% |
$123K - $136K
|
73.8K
$7.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.45K+ 0.64% |
$122K - $135K
|
229K
$22M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.44K+ 6.03% |
$122K - $135K
|
25.4K
$2.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.41K+ 0.77% |
$119K - $132K
|
186K
$17.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.41K+ 13.56% |
$119K - $131K
|
11.8K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.39K+ 5.62% |
$118K - $130K
|
26.2K
$2.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.39K+ 9.63% |
$117K - $129K
|
15.8K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.37K+ 16.27% |
$116K - $128K
|
9.81K
$945K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.36K+ 2.16% |
$115K - $127K
|
64.5K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.35K+ 6.24% |
$114K - $126K
|
23K
$2.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.35K+ 0.74% |
$114K - $126K
|
182K
$17.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.33K+ 2.5% |
$112K - $124K
|
54.5K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
1.31K+ 3.5% |
$111K - $122K
|
38.8K
$3.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.31K+ 8.24% |
$110K - $122K
|
17.2K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
1.27K+ 8.08% |
$107K - $119K
|
17K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.27K+ 4.9% |
$107K - $119K
|
27.2K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.26K+ 4.94% |
$106K - $117K
|
26.7K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.25K+ 8.36% |
$106K - $117K
|
16.3K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 7.95% |
$105K - $117K
|
17K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 2.78% |
$105K - $116K
|
45.9K
$4.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.73% |
$103K - $114K
|
71.8K
$6.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.2K+ 0.55% |
$101K - $112K
|
218K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.19K+ 22.8% |
$100K - $111K
|
6.39K
$616K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.19K+ 1.61% |
$100K - $111K
|
75K
$7.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.17K+ 3.99% |
$98.6K - $109K
|
30.5K
$2.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.16K+ 0.83% |
$98.2K - $109K
|
142K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15K+ 23.79% |
$97.3K - $108K
|
6K
$578K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15K+ 110.4% |
$96.7K - $107K
|
2.18K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.14K+ 1.54% |
$96.5K - $107K
|
75.6K
$7.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1.12K+ 10.07% |
$94.6K - $105K
|
12.3K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 4.65% |
$94.1K - $104K
|
25.1K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.6% |
$94.1K - $104K
|
43.9K
$4.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.11K+ 16.04% |
$93.6K - $104K
|
8.03K
$774K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.11K+ 10.53% |
$93.5K - $104K
|
11.6K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.67% |
$92.8K - $103K
|
11.4K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.09K+ 6.68% |
$91.9K - $102K
|
17.4K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.06K+ 14.7% |
$89.3K - $98.9K
|
8.27K
$796K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.04K+ 3.26% |
$87.7K - $97.1K
|
33K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.03K+ 0.94% |
$87K - $96.4K
|
111K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.02K+ 0.29% |
$85.8K - $95K
|
348K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.01K+ 6.08% |
$84.9K - $94K
|
17.6K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
997+ 9.88% |
$84.1K - $93.1K
|
11.1K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
994+ 7.38% |
$83.8K - $92.8K
|
14.5K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
988New |
$83.3K - $92.3K
|
988
$95.2K
|