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 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
985+ 33.28% |
$83.1K - $92K
|
3.95K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
985+ 1.11% |
$83.1K - $92K
|
89.5K
$8.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
982+ 42.27% |
$82.8K - $91.7K
|
3.31K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
979+ 11.44% |
$82.6K - $91.4K
|
9.53K
$918K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
977+ 14.25% |
$82.4K - $91.2K
|
7.84K
$755K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
966+ 5.67% |
$81.5K - $90.2K
|
18K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
964New |
$81.3K - $90K
|
964
$92.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
962+ 6.97% |
$81.1K - $89.8K
|
14.8K
$1.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
941+ 9.15% |
$79.4K - $87.9K
|
11.2K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
936+ 18.15% |
$79K - $87.4K
|
6.09K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
924+ 25.38% |
$77.9K - $86.3K
|
4.57K
$440K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
920+ 1.12% |
$77.6K - $85.9K
|
83.4K
$8.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
910+ 2.78% |
$76.8K - $85K
|
33.7K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
905+ 5.37% |
$76.3K - $84.5K
|
17.7K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
904+ 10.29% |
$76.3K - $84.4K
|
9.69K
$934K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
831+ 7.13% |
$70.1K - $77.6K
|
12.5K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
830+ 2.54% |
$70K - $77.5K
|
33.5K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
802+ 1.26% |
$67.6K - $74.9K
|
64.5K
$6.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
793+ 19.59% |
$66.9K - $74.1K
|
4.84K
$466K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
780+ 14.19% |
$65.8K - $72.8K
|
6.28K
$605K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
770+ 9.87% |
$64.9K - $71.9K
|
8.57K
$825K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
761New |
$64.2K - $71.1K
|
761
$73.3K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
755+ 12.68% |
$63.7K - $70.5K
|
6.71K
$646K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
741+ 0.74% |
$62.5K - $69.2K
|
101K
$9.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
734+ 0.4% |
$61.9K - $68.5K
|
184K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
730+ 0.49% |
$61.6K - $68.2K
|
150K
$14.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
720+ 3.11% |
$60.7K - $67.2K
|
23.9K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
719+ 10.29% |
$60.6K - $67.1K
|
7.7K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
713+ 27.39% |
$60.1K - $66.6K
|
3.32K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
712+ 11.3% |
$60.1K - $66.5K
|
7.02K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
712+ 19.25% |
$60.1K - $66.5K
|
4.41K
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
711+ 16.19% |
$60K - $66.4K
|
5.1K
$492K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
708+ 6.27% |
$59.7K - $66.1K
|
12K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
707+ 3.06% |
$59.6K - $66K
|
23.8K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
691+ 18.55% |
$58.3K - $64.5K
|
4.42K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
677+ 1.39% |
$57.1K - $63.2K
|
49.4K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
660+ 4.85% |
$55.7K - $61.6K
|
14.3K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
650+ 2.52% |
$54.8K - $60.7K
|
26.5K
$2.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
649+ 3.81% |
$54.7K - $60.6K
|
17.7K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
648+ 3.72% |
$54.7K - $60.5K
|
18.1K
$1.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
644+ 2.97% |
$54.3K - $60.1K
|
22.3K
$2.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
638+ 0.82% |
$53.8K - $59.6K
|
78.2K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
635+ 0.85% |
$53.6K - $59.3K
|
75.2K
$7.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
628+ 12.08% |
$53K - $58.6K
|
5.83K
$561K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
627+ 1.55% |
$52.9K - $58.6K
|
41K
$3.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
624+ 4.19% |
$52.6K - $58.3K
|
15.5K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
621+ 3.73% |
$52.4K - $58K
|
17.2K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
616+ 1.66% |
$52K - $57.5K
|
37.8K
$3.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
614+ 72.07% |
$51.8K - $57.3K
|
1.47K
$141K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
610+ 6.61% |
$51.5K - $57K
|
9.83K
$947K
|