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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$4.41M - $4.88M
|
52.3K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50.8K+ 41.91% |
$4.28M - $4.74M
|
172K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
48.1K+ 778.14% |
$4.06M - $4.5M
|
54.3K
$4.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46.8K+ 42.42% |
$3.95M - $4.37M
|
157K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
45.5KNew |
$3.83M - $4.24M
|
45.5K
$3.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
44.4K+ 463.2% |
$3.75M - $4.15M
|
54K
$4.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
44K+ 104.76% |
$3.71M - $4.11M
|
86.1K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.5K+ 24.26% |
$3.58M - $3.97M
|
218K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42.1K+ 89.74% |
$3.55M - $3.94M
|
89.1K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
42.1K+ 11.8% |
$3.55M - $3.93M
|
399K
$33.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
40.4K+ 194.15% |
$3.41M - $3.78M
|
61.3K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
38.7K+ 14.19% |
$3.26M - $3.61M
|
311K
$26.3M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
37KNew |
$3.12M - $3.45M
|
37K
$3.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
35.2K+ 162.18% |
$2.97M - $3.29M
|
56.9K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
BUY
|
- |
35K+ 509.2% |
$2.95M - $3.27M
|
41.9K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
34.8K+ 33.53% |
$2.94M - $3.25M
|
139K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
33.6K+ 28.57% |
$2.83M - $3.14M
|
151K
$12.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
32.6KNew |
$2.75M - $3.05M
|
32.6K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
32.2K+ 162.29% |
$2.71M - $3M
|
52K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.3K+ 530.29% |
$2.64M - $2.93M
|
37.2K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31.2KNew |
$2.63M - $2.92M
|
31.2K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
31.2K+ 4.3% |
$2.63M - $2.91M
|
756K
$64M
|
|
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
30.4K+ 99.93% |
$2.56M - $2.84M
|
60.8K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.1K+ 67.81% |
$2.54M - $2.81M
|
74.4K
$6.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.9K+ 3.97% |
$2.52M - $2.79M
|
782K
$66.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29.8K+ 13.21% |
$2.52M - $2.79M
|
256K
$21.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
29.6K+ 46.65% |
$2.5M - $2.76M
|
93.1K
$7.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
29.1K+ 10.54% |
$2.45M - $2.71M
|
305K
$25.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
28.9KNew |
$2.44M - $2.7M
|
28.9K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.6K+ 142.73% |
$2.41M - $2.67M
|
48.6K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 178.37% |
$2.38M - $2.63M
|
44K
$3.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
28KNew |
$2.36M - $2.61M
|
28K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
26.9K+ 99.95% |
$2.27M - $2.52M
|
53.9K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
26.4KNew |
$2.22M - $2.46M
|
26.4K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
BUY
|
- |
26.2K+ 20.17% |
$2.21M - $2.44M
|
156K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24.2KNew |
$2.04M - $2.26M
|
24.2K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.7K+ 148400.0% |
$2M - $2.22M
|
23.8K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23.7K+ 24.43% |
$2M - $2.22M
|
121K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23.4K+ 55.26% |
$1.97M - $2.18M
|
65.7K
$5.56M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
23.4K+ 39.38% |
$1.97M - $2.18M
|
82.7K
$7M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
22.6KNew |
$1.91M - $2.11M
|
22.6K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
22.3KNew |
$1.88M - $2.08M
|
22.3K
$1.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.9K+ 4.01% |
$1.85M - $2.05M
|
569K
$48.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
21.7KNew |
$1.83M - $2.03M
|
21.7K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
20.2K+ 13.11% |
$1.7M - $1.89M
|
174K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20K+ 18.03% |
$1.68M - $1.86M
|
131K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
19.9KNew |
$1.68M - $1.86M
|
19.9K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
19.4KNew |
$1.64M - $1.81M
|
19.4K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.4K+ 116.29% |
$1.64M - $1.81M
|
36.1K
$3.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
18.6KNew |
$1.57M - $1.74M
|
18.6K
$1.58M
|