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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.66K+ 25.49% |
$411K - $457K
|
23K
$1.99M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.62KNew |
$407K - $453K
|
4.62K
$400K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.6K+ 5.11% |
$405K - $451K
|
94.5K
$8.19M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.58KNew |
$403K - $449K
|
4.58K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.5KNew |
$396K - $442K
|
4.5K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$396K - $441K
|
4.5K
$390K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.44K+ 579.77% |
$391K - $436K
|
5.21K
$451K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.4K+ 4.42% |
$387K - $431K
|
104K
$9M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.27K+ 9.7% |
$376K - $419K
|
48.3K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.27K+ 56.1% |
$376K - $419K
|
11.9K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.25K+ 16.15% |
$374K - $417K
|
30.6K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.23KNew |
$372K - $415K
|
4.23K
$366K
|
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
4.2K+ 3.71% |
$370K - $412K
|
118K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4.19K+ 11.94% |
$369K - $411K
|
39.3K
$3.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
4.16K+ 3.67% |
$367K - $408K
|
118K
$10.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
4.1K+ 1.14% |
$361K - $402K
|
365K
$31.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
4.1KNew |
$361K - $402K
|
4.1K
$355K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$356K - $397K
|
4.05K
$351K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.03K+ 29.11% |
$355K - $395K
|
17.9K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.01K+ 3.95% |
$353K - $393K
|
105K
$9.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.99KNew |
$351K - $391K
|
3.99K
$346K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.93K+ 14.04% |
$346K - $385K
|
31.9K
$2.77M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.92K+ 78.67% |
$345K - $385K
|
8.91K
$772K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$344K - $383K
|
3.91K
$339K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.9KNew |
$343K - $382K
|
3.9K
$338K
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
BUY
|
- |
3.89K+ 3.22% |
$342K - $381K
|
125K
$10.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.86K+ 6.47% |
$340K - $378K
|
63.5K
$5.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
3.86KNew |
$340K - $378K
|
3.86K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.85KNew |
$339K - $377K
|
3.85K
$333K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.81KNew |
$336K - $374K
|
3.81K
$330K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.81K+ 24.65% |
$336K - $374K
|
19.3K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.79KNew |
$333K - $371K
|
3.79K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.74K+ 7.29% |
$330K - $367K
|
55.1K
$4.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.74K+ 10.9% |
$329K - $367K
|
38K
$3.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.67K+ 0.72% |
$323K - $360K
|
514K
$44.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.64KNew |
$320K - $357K
|
3.64K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3.53K+ 3.33% |
$310K - $346K
|
110K
$9.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
3.53K+ 140.03% |
$310K - $346K
|
6.04K
$524K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.51K+ 26.99% |
$309K - $344K
|
16.5K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 4.91% |
$308K - $344K
|
74.9K
$6.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3.49K+ 161.19% |
$307K - $342K
|
5.65K
$489K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.48K+ 5.26% |
$307K - $342K
|
69.7K
$6.04M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.48KNew |
$306K - $341K
|
3.48K
$301K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
3.48KNew |
$306K - $341K
|
3.48K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
3.47K+ 14.07% |
$305K - $340K
|
28.1K
$2.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
3.36K+ 78.6% |
$296K - $330K
|
7.64K
$662K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.34K+ 8.36% |
$294K - $328K
|
43.4K
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.33KNew |
$293K - $326K
|
3.33K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.33KNew |
$293K - $326K
|
3.33K
$288K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.3K+ 4.9% |
$290K - $323K
|
70.6K
$6.12M
|