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
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.37KNew |
$561K - $625K
|
6.37K
$552K
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.35K+ 291.51% |
$559K - $623K
|
8.53K
$739K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6.3K+ 11.13% |
$555K - $618K
|
62.9K
$5.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.22K+ 4.11% |
$548K - $610K
|
157K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
6.2K+ 19.27% |
$546K - $608K
|
38.4K
$3.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
6.2KNew |
$546K - $608K
|
6.2K
$537K
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
6.16K+ 48.68% |
$542K - $604K
|
18.8K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
6.13KNew |
$540K - $601K
|
6.13K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.07K+ 58.82% |
$535K - $596K
|
16.4K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6KNew |
$528K - $588K
|
6K
$520K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.95KNew |
$524K - $584K
|
5.95K
$516K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
5.95K+ 9.39% |
$524K - $584K
|
69.3K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.91KNew |
$520K - $580K
|
5.91K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.9K+ 80.66% |
$519K - $579K
|
13.2K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.82K+ 119.84% |
$513K - $571K
|
10.7K
$926K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.78K+ 172.14% |
$509K - $567K
|
9.13K
$791K
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
BUY
|
- |
5.77K+ 27.02% |
$508K - $566K
|
27.1K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.76K+ 10.98% |
$507K - $564K
|
58.2K
$5.04M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
5.75K+ 6.5% |
$506K - $564K
|
94.2K
$8.16M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5.73K+ 44.5% |
$504K - $562K
|
18.6K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.71K+ 138.46% |
$503K - $560K
|
9.83K
$852K
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.69K+ 7.97% |
$501K - $558K
|
77K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.66KNew |
$498K - $555K
|
5.66K
$490K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5.56K+ 24.55% |
$489K - $545K
|
28.2K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.54K+ 96.47% |
$488K - $544K
|
11.3K
$978K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.54KNew |
$487K - $543K
|
5.54K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.49K+ 41.62% |
$484K - $539K
|
18.7K
$1.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.49K+ 114.5% |
$483K - $538K
|
10.3K
$891K
|
|
|
Aug 14, 2024
Q2 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
5.43KNew |
$478K - $533K
|
5.43K
$471K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.43KNew |
$478K - $533K
|
5.43K
$471K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.43K+ 68.71% |
$478K - $532K
|
13.3K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.38KNew |
$473K - $527K
|
5.38K
$466K
|
|
|
Dec 09, 2024
Q2 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
5.32K+ 48.39% |
$468K - $521K
|
16.3K
$1.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.32KNew |
$468K - $521K
|
5.32K
$461K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.29K+ 174.36% |
$465K - $518K
|
8.32K
$721K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.28K+ 4.01% |
$465K - $518K
|
137K
$11.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
5.26K+ 89.5% |
$463K - $516K
|
11.1K
$965K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
5.25KNew |
$462K - $515K
|
5.25K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.23K+ 4.0% |
$461K - $513K
|
136K
$11.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.2K+ 149.7% |
$458K - $510K
|
8.68K
$752K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
5.13K+ 13.14% |
$452K - $503K
|
44.2K
$3.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.12KNew |
$451K - $502K
|
5.12K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.01K+ 13.22% |
$441K - $491K
|
42.9K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.91K+ 23.58% |
$432K - $482K
|
25.7K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.91K+ 123.37% |
$432K - $481K
|
8.88K
$770K
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4.89KNew |
$431K - $480K
|
4.89K
$424K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.83KNew |
$425K - $474K
|
4.83K
$418K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.76K+ 25.47% |
$419K - $467K
|
23.4K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.72KNew |
$416K - $463K
|
4.72K
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Menlo Advisors LLC
|
BUY
|
- |
4.67K+ 7.44% |
$411K - $458K
|
67.4K
$5.84M
|