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 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.28KNew |
$201K - $224K
|
2.28K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.28K+ 5.37% |
$200K - $223K
|
44.7K
$3.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.27KNew |
$200K - $223K
|
2.27K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.26KNew |
$199K - $221K
|
2.26K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.26KNew |
$199K - $221K
|
2.26K
$195K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.25KNew |
$198K - $220K
|
2.25K
$195K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.24K+ 85.64% |
$197K - $219K
|
4.85K
$420K
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
2.23K+ 90.37% |
$197K - $219K
|
4.71K
$408K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.22K+ 13.34% |
$195K - $218K
|
18.9K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.22KNew |
$195K - $218K
|
2.22K
$192K
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.2KNew |
$194K - $216K
|
2.2K
$191K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.2K+ 2.86% |
$193K - $215K
|
78.9K
$6.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.17K+ 7.99% |
$191K - $212K
|
29.3K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.15K+ 2.87% |
$190K - $211K
|
77.1K
$6.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 8.8% |
$189K - $210K
|
26.5K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.12K+ 45.78% |
$186K - $208K
|
6.74K
$584K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
2.12K+ 9.98% |
$186K - $208K
|
23.3K
$2.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.1K+ 2.98% |
$185K - $206K
|
72.6K
$6.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.06K+ 6.82% |
$181K - $202K
|
32.2K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.03K+ 44.18% |
$179K - $199K
|
6.64K
$575K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.01K+ 3.7% |
$177K - $197K
|
56.4K
$4.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2K+ 70.8% |
$176K - $196K
|
4.83K
$419K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
2K+ 2.78% |
$176K - $196K
|
73.8K
$6.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.96K+ 60.38% |
$172K - $192K
|
5.2K
$450K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.95K+ 2.72% |
$172K - $192K
|
73.8K
$6.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 3.7% |
$172K - $191K
|
54.6K
$4.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.95K+ 71.08% |
$172K - $191K
|
4.69K
$407K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.92K+ 5.65% |
$169K - $188K
|
35.9K
$3.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.87K+ 883.49% |
$165K - $184K
|
2.09K
$181K
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.86K+ 4.41% |
$164K - $183K
|
44.1K
$3.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.86K+ 46.91% |
$164K - $183K
|
5.83K
$505K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.85K+ 5.16% |
$163K - $182K
|
37.8K
$3.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.85K+ 16.14% |
$163K - $181K
|
13.3K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.85K+ 86.13% |
$162K - $181K
|
3.99K
$346K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.81K+ 2.08% |
$159K - $177K
|
88.5K
$7.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.8K+ 63.09% |
$158K - $176K
|
4.65K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.8K+ 1.07% |
$158K - $176K
|
169K
$14.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.79K+ 3.29% |
$158K - $176K
|
56.3K
$4.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.78K+ 23.36% |
$157K - $175K
|
9.4K
$815K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.78K+ 18.11% |
$157K - $174K
|
11.6K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.75K+ 9.86% |
$154K - $172K
|
19.5K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.7K+ 17.1% |
$149K - $166K
|
11.6K
$1.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.69K+ 211.64% |
$149K - $166K
|
2.49K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.68K+ 2.72% |
$148K - $164K
|
63.2K
$5.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1.67K+ 2.95% |
$147K - $164K
|
58.2K
$5.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.67K+ 6.9% |
$147K - $164K
|
25.9K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.67K+ 4.2% |
$147K - $164K
|
41.4K
$3.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.66K+ 2.27% |
$146K - $162K
|
74.4K
$6.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.64K+ 19.79% |
$144K - $161K
|
9.93K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.63KNew |
$144K - $160K
|
1.63K
$141K
|