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 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
8.5KNew |
$717K - $793K
|
8.5K
$719K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8.41K+ 2.66% |
$710K - $786K
|
325K
$27.5M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
8.27KNew |
$697K - $772K
|
8.27K
$700K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
8.05K+ 17.88% |
$679K - $752K
|
53.1K
$4.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.92K+ 7.07% |
$668K - $740K
|
120K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.87K+ 160.95% |
$664K - $735K
|
12.8K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.86KNew |
$663K - $734K
|
7.86K
$666K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.81K+ 60.37% |
$659K - $730K
|
20.8K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.7K+ 298.14% |
$649K - $719K
|
10.3K
$870K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.46K+ 6.26% |
$629K - $697K
|
127K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.41KNew |
$625K - $692K
|
7.41K
$627K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.39KNew |
$623K - $690K
|
7.39K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
7.31K+ 4.52% |
$617K - $683K
|
169K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
7.27K+ 16.83% |
$613K - $679K
|
50.5K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
7.13KNew |
$601K - $665K
|
7.13K
$603K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.06K+ 9.35% |
$596K - $659K
|
82.6K
$6.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.03K+ 6.92% |
$593K - $656K
|
109K
$9.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.93K+ 79.83% |
$584K - $647K
|
15.6K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
6.89K+ 277.83% |
$581K - $644K
|
9.37K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.88K+ 215.07% |
$580K - $643K
|
10.1K
$853K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
6.68K+ 17.91% |
$563K - $624K
|
44K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.52KNew |
$550K - $609K
|
6.52K
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.49K+ 3.52% |
$547K - $606K
|
191K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.43K+ 1.88% |
$543K - $601K
|
348K
$29.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
6.3KNew |
$531K - $588K
|
6.3K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6.28K+ 263.49% |
$530K - $586K
|
8.66K
$733K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
6.13K+ 47.99% |
$517K - $572K
|
18.9K
$1.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.12K+ 7.72% |
$516K - $572K
|
85.4K
$7.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.95K+ 7.19% |
$502K - $556K
|
88.7K
$7.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.93KNew |
$500K - $554K
|
5.93K
$502K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.89K+ 14.2% |
$497K - $550K
|
47.4K
$4.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.85KNew |
$493K - $546K
|
5.85K
$495K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.82KNew |
$491K - $544K
|
5.82K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5.79K+ 4.92% |
$488K - $540K
|
123K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.76K+ 10.23% |
$486K - $538K
|
62K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.75K+ 124.09% |
$485K - $537K
|
10.4K
$879K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.73K+ 23.25% |
$483K - $535K
|
30.4K
$2.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.68KNew |
$479K - $531K
|
5.68K
$481K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
5.62K+ 9.39% |
$474K - $525K
|
65.5K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
5.5K+ 22.63% |
$464K - $514K
|
29.8K
$2.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.45K+ 31.6% |
$460K - $509K
|
22.7K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.44K+ 7.7% |
$458K - $508K
|
76K
$6.43M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.22K+ 11.9% |
$440K - $487K
|
49.1K
$4.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.19K+ 41.17% |
$437K - $484K
|
17.8K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5.14K+ 11.98% |
$434K - $480K
|
48K
$4.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.13K+ 7.88% |
$432K - $479K
|
70.2K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.98K+ 10.35% |
$420K - $465K
|
53.1K
$4.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.75K+ 17.5% |
$400K - $443K
|
31.9K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.74K+ 7.25% |
$400K - $443K
|
70.1K
$5.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.62KNew |
$390K - $431K
|
4.62K
$391K
|