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 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
18.6KNew |
$1.57M - $1.74M
|
18.6K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
18.6KNew |
$1.57M - $1.73M
|
18.6K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$1.52M - $1.69M
|
18.1K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.9K+ 25.42% |
$1.51M - $1.67M
|
88.3K
$7.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.3K+ 30.32% |
$1.46M - $1.61M
|
74.2K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.3KNew |
$1.38M - $1.52M
|
16.3K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16K+ 7.13% |
$1.35M - $1.49M
|
240K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 2.34% |
$1.32M - $1.46M
|
683K
$57.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.4KNew |
$1.3M - $1.44M
|
15.4K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15.2K+ 286.44% |
$1.28M - $1.42M
|
20.5K
$1.74M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
15.2K+ 6.36% |
$1.28M - $1.42M
|
254K
$21.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.9KNew |
$1.26M - $1.39M
|
14.9K
$1.26M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.5K+ 39.99% |
$1.22M - $1.35M
|
50.7K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
14.4KNew |
$1.21M - $1.34M
|
14.4K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
14.1K+ 140.97% |
$1.19M - $1.32M
|
24.1K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14K+ 33.87% |
$1.18M - $1.31M
|
55.4K
$4.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14K+ 255.66% |
$1.18M - $1.31M
|
19.5K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.8K+ 26.59% |
$1.17M - $1.29M
|
65.8K
$5.57M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
13.3KNew |
$1.13M - $1.25M
|
13.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
12.6K+ 4.22% |
$1.06M - $1.17M
|
310K
$26.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
12.4K+ 6.18% |
$1.04M - $1.16M
|
213K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
12.3K+ 308.9% |
$1.04M - $1.15M
|
16.3K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12.1K+ 101.95% |
$1.02M - $1.13M
|
24K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
12K+ 4390.84% |
$1.01M - $1.12M
|
12.3K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
11.8K+ 91.04% |
$995K - $1.1M
|
24.7K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
11.6K+ 187.74% |
$982K - $1.09M
|
17.8K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.6K+ 9.88% |
$980K - $1.09M
|
129K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$971K - $1.08M
|
11.5K
$975K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
11.5K+ 6.49% |
$967K - $1.07M
|
188K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
11.4KNew |
$959K - $1.06M
|
11.4K
$962K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
11.3K+ 48.68% |
$951K - $1.05M
|
34.4K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2K+ 20.92% |
$946K - $1.05M
|
64.8K
$5.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.1K+ 8.13% |
$933K - $1.03M
|
147K
$12.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 17.23% |
$933K - $1.03M
|
75.2K
$6.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
10.7KNew |
$900K - $996K
|
10.7K
$903K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 17.57% |
$897K - $994K
|
71.2K
$6.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
10.6K+ 194.38% |
$893K - $988K
|
16K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10K+ 71.33% |
$844K - $934K
|
24K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10KNew |
$844K - $934K
|
10K
$846K
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
9.91KNew |
$836K - $925K
|
9.91K
$839K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
9.88K+ 15.18% |
$833K - $923K
|
75K
$6.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.75KNew |
$822K - $910K
|
9.75K
$825K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.62K+ 108.34% |
$812K - $899K
|
18.5K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.46K+ 142.52% |
$798K - $883K
|
16.1K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.34K+ 32.8% |
$788K - $872K
|
37.8K
$3.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
9.2KNew |
$776K - $859K
|
9.2K
$779K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.96K+ 40.14% |
$756K - $837K
|
31.3K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.77K+ 3320.45% |
$739K - $819K
|
9.03K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
8.69K+ 3.57% |
$733K - $811K
|
252K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.68K+ 0.92% |
$732K - $811K
|
951K
$80.5M
|