Purchases and Sales Made in Q2 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 2024. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
30.5KNew |
$2.68M - $2.99M
|
30.5K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
30K+ 21.43% |
$2.64M - $2.94M
|
170K
$14.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
28.6K+ 89.41% |
$2.52M - $2.8M
|
60.6K
$5.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27.2KNew |
$2.4M - $2.67M
|
27.2K
$2.36M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
26.9KNew |
$2.37M - $2.64M
|
26.9K
$2.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
26.8K+ 9.05% |
$2.36M - $2.63M
|
324K
$28M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
26K+ 26.65% |
$2.29M - $2.55M
|
124K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Scoggin Management LP
New York, NY |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.8K+ 26.81% |
$2.18M - $2.43M
|
117K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
24.7KNew |
$2.18M - $2.42M
|
24.7K
$2.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
24.4K+ 788.61% |
$2.15M - $2.4M
|
27.5K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
24.3K+ 118.51% |
$2.14M - $2.38M
|
44.7K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.1K+ 547.01% |
$2.12M - $2.36M
|
28.5K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24KNew |
$2.11M - $2.35M
|
24K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.5K+ 3.65% |
$2.07M - $2.31M
|
668K
$57.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
23.4K+ 78.86% |
$2.06M - $2.29M
|
53K
$4.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
23.1K+ 249.26% |
$2.04M - $2.27M
|
32.4K
$2.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
22.9KNew |
$2.02M - $2.25M
|
22.9K
$1.98M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22.4K+ 3.18% |
$1.97M - $2.19M
|
725K
$62.8M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22.3K+ 3.18% |
$1.96M - $2.19M
|
725K
$62.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 70.83% |
$1.94M - $2.16M
|
53.1K
$4.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
21KNew |
$1.85M - $2.06M
|
21K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.7K+ 3.25% |
$1.83M - $2.03M
|
658K
$57M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.4K+ 46.6% |
$1.8M - $2M
|
64.2K
$5.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
19.7K+ 390.4% |
$1.74M - $1.94M
|
24.8K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
19.7K+ 3.75% |
$1.74M - $1.93M
|
545K
$47.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.7KNew |
$1.73M - $1.93M
|
19.7K
$1.71M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19.6K+ 322.01% |
$1.72M - $1.92M
|
25.7K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.2K+ 123.95% |
$1.69M - $1.89M
|
34.8K
$3.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.2K+ 22.25% |
$1.69M - $1.88M
|
105K
$9.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
19KNew |
$1.67M - $1.86M
|
19K
$1.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.8KNew |
$1.66M - $1.85M
|
18.8K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
18.6K+ 846.91% |
$1.64M - $1.83M
|
20.8K
$1.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.6K+ 409.57% |
$1.64M - $1.83M
|
23.2K
$2.01M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.4K+ 12.97% |
$1.62M - $1.81M
|
160K
$13.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.8K+ 27.31% |
$1.56M - $1.74M
|
82.8K
$7.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.6K+ 17.64% |
$1.55M - $1.73M
|
118K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.6K+ 93.76% |
$1.55M - $1.72M
|
36.3K
$3.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.54M - $1.72M
|
17.5K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17.2K+ 17.62% |
$1.52M - $1.69M
|
115K
$9.98M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
17.1KNew |
$1.51M - $1.68M
|
17.1K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
17.1KNew |
$1.5M - $1.67M
|
17.1K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
17KNew |
$1.5M - $1.67M
|
17K
$1.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
17KNew |
$1.49M - $1.66M
|
17K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17K+ 109.62% |
$1.49M - $1.66M
|
32.4K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$1.48M - $1.64M
|
16.8K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
16.4KNew |
$1.44M - $1.61M
|
16.4K
$1.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
16.1K+ 1.33% |
$1.42M - $1.58M
|
1.23M
$107M
|