Purchases and Sales Made in Q3 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
158+ 6.05% |
$13.3K - $14.8K
|
2.77K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
158+ 5.64% |
$13.3K - $14.8K
|
2.96K
$250K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
155+ 0.28% |
$13.1K - $14.5K
|
56.4K
$4.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
151+ 1.91% |
$12.7K - $14.1K
|
8.07K
$683K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
151+ 1.67% |
$12.7K - $14.1K
|
9.19K
$778K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
150+ 0.74% |
$12.7K - $14K
|
20.4K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
146+ 4.83% |
$12.3K - $13.6K
|
3.17K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
144New |
$12.1K - $13.4K
|
144
$12.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
141+ 1.62% |
$11.9K - $13.2K
|
8.84K
$748K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
140+ 2.88% |
$11.8K - $13.1K
|
5.01K
$424K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
138+ 0.71% |
$11.6K - $12.9K
|
19.5K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
136+ 39.77% |
$11.5K - $12.7K
|
478
$40.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
135+ 4.9% |
$11.4K - $12.6K
|
2.89K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
132+ 13.32% |
$11.1K - $12.3K
|
1.12K
$95.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
130+ 28.57% |
$11K - $12.1K
|
585
$49.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
126+ 4.87% |
$10.6K - $11.8K
|
2.71K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
125+ 1.43% |
$10.5K - $11.7K
|
8.84K
$748K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
122+ 12.47% |
$10.3K - $11.4K
|
1.1K
$93.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
118New |
$9.95K - $11K
|
118
$9.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
116+ 10.82% |
$9.78K - $10.8K
|
1.19K
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
115+ 4.05% |
$9.7K - $10.7K
|
2.95K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
109+ 1.76% |
$9.19K - $10.2K
|
6.32K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
109+ 4.08% |
$9.19K - $10.2K
|
2.78K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
107+ 0.21% |
$9.03K - $9.99K
|
50.1K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
104+ 2.35% |
$8.77K - $9.71K
|
4.54K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
103+ 0.13% |
$8.69K - $9.62K
|
79K
$6.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
102+ 0.35% |
$8.6K - $9.53K
|
29.1K
$2.46M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 46.51% |
$8.44K - $9.34K
|
315
$26.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100+ 25.0% |
$8.44K - $9.34K
|
500
$42.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 61.73% |
$8.44K - $9.34K
|
262
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.7% |
$8.44K - $9.34K
|
5.98K
$506K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
99+ 7.83% |
$8.35K - $9.25K
|
1.36K
$115K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
99+ 3.73% |
$8.35K - $9.25K
|
2.76K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
95+ 0.72% |
$8.01K - $8.87K
|
13.2K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
92+ 3.01% |
$7.76K - $8.59K
|
3.15K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
90+ 3.33% |
$7.59K - $8.41K
|
2.79K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
90+ 20.0% |
$7.59K - $8.41K
|
540
$45.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
89+ 2.69% |
$7.51K - $8.31K
|
3.4K
$288K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
88+ 1.79% |
$7.42K - $8.22K
|
5.02K
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
87New |
$7.34K - $8.12K
|
87
$7.36K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
86+ 2.96% |
$7.25K - $8.03K
|
2.99K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
86New |
$7.25K - $8.03K
|
86
$7.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85New |
$7.17K - $7.94K
|
85
$7.19K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
84+ 7.99% |
$7.09K - $7.84K
|
1.14K
$96.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
83+ 1.84% |
$7K - $7.75K
|
4.58K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
83+ 1.6% |
$7K - $7.75K
|
5.26K
$445K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
81New |
$6.83K - $7.56K
|
81
$6.86K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
78+ 0.97% |
$6.58K - $7.28K
|
8.16K
$690K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
75+ 0.83% |
$6.33K - $7K
|
9.12K
$772K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
75+ 2.38% |
$6.33K - $7K
|
3.23K
$273K
|