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 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.57K+ 103.91% |
$385K - $427K
|
8.97K
$759K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.53K+ 4.43% |
$382K - $423K
|
107K
$9.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
4.53KNew |
$382K - $423K
|
4.53K
$384K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.49K+ 9.02% |
$379K - $420K
|
54.3K
$4.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.43K+ 8.5% |
$374K - $414K
|
56.5K
$4.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4.39K+ 358.33% |
$370K - $410K
|
5.61K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.38K+ 2.48% |
$369K - $409K
|
181K
$15.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
4.38K+ 19.12% |
$369K - $409K
|
27.3K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$369K - $408K
|
4.37K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.31K+ 6.88% |
$363K - $402K
|
66.9K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.29K+ 8.08% |
$362K - $401K
|
57.4K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
4.28KNew |
$361K - $400K
|
4.28K
$362K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
4.21KNew |
$355K - $393K
|
4.21K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.17KNew |
$352K - $390K
|
4.17K
$353K
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
4.17K+ 3.35% |
$352K - $390K
|
129K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.15K+ 32.26% |
$350K - $387K
|
17K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.1KNew |
$346K - $383K
|
4.1K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.09K+ 30.35% |
$345K - $382K
|
17.6K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.88K+ 116.56% |
$327K - $362K
|
7.21K
$610K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
3.86K+ 6.59% |
$326K - $361K
|
62.5K
$5.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.8K+ 285.0% |
$320K - $355K
|
5.13K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.79K+ 364.84% |
$319K - $354K
|
4.83K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.79K+ 14.52% |
$319K - $354K
|
29.9K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.78KNew |
$318K - $353K
|
3.78K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.67K+ 68.28% |
$310K - $343K
|
9.05K
$766K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.6K+ 4.9% |
$304K - $336K
|
77K
$6.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.57K+ 2.9% |
$301K - $333K
|
127K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.57KNew |
$301K - $333K
|
3.57K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.41KNew |
$288K - $318K
|
3.41K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.4KNew |
$287K - $318K
|
3.4K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.4KNew |
$287K - $318K
|
3.4K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.39KNew |
$286K - $317K
|
3.39K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.38K+ 10.39% |
$285K - $315K
|
35.9K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.35KNew |
$282K - $313K
|
3.35K
$283K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.33K+ 32.8% |
$281K - $311K
|
13.5K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3.23K+ 6.71% |
$272K - $301K
|
51.3K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.21K+ 16.68% |
$271K - $300K
|
22.4K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 37.28% |
$270K - $299K
|
11.8K
$996K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.14K+ 27.11% |
$264K - $293K
|
14.7K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.13KNew |
$264K - $292K
|
3.13K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.08K+ 18.7% |
$260K - $288K
|
19.6K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.08KNew |
$260K - $288K
|
3.08K
$261K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
3.03K+ 3.25% |
$255K - $283K
|
96.1K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3KNew |
$253K - $280K
|
3K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.99K+ 1672.07% |
$252K - $280K
|
3.17K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.96K+ 5.64% |
$249K - $276K
|
55.4K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.92K+ 6.62% |
$246K - $273K
|
47.1K
$3.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.89K+ 7.84% |
$244K - $270K
|
39.7K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 0.25% |
$241K - $267K
|
1.13M
$95.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.82K+ 27.53% |
$238K - $264K
|
13.1K
$1.11M
|