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 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$150K - $166K
|
1.78K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.77K+ 8.36% |
$149K - $165K
|
22.9K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.73K+ 7.05% |
$146K - $162K
|
26.3K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.71KNew |
$145K - $160K
|
1.71K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.69K+ 3.99% |
$142K - $157K
|
43.9K
$3.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 6.06% |
$142K - $157K
|
29.4K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
1.66K+ 6.55% |
$140K - $155K
|
27K
$2.28M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.63K+ 0.83% |
$138K - $152K
|
199K
$16.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.63K+ 4.01% |
$137K - $152K
|
42.2K
$3.58M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.63K+ 4.3% |
$137K - $152K
|
39.4K
$3.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.61K+ 8.38% |
$136K - $151K
|
20.9K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.6K+ 0.78% |
$135K - $150K
|
207K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.6K+ 25.13% |
$135K - $150K
|
7.97K
$675K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.59K+ 49.5% |
$134K - $149K
|
4.81K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.58K+ 5.59% |
$133K - $147K
|
29.8K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.55K+ 8.69% |
$131K - $145K
|
19.4K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 8.86% |
$131K - $145K
|
19.1K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53K+ 390.82% |
$129K - $143K
|
1.92K
$163K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.53K+ 35.62% |
$129K - $143K
|
5.82K
$493K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.52K+ 18.62% |
$129K - $142K
|
9.71K
$822K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.52KNew |
$128K - $142K
|
1.52K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.48K+ 54.65% |
$125K - $138K
|
4.19K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.47K+ 5.64% |
$124K - $137K
|
27.6K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 190.49% |
$123K - $137K
|
2.23K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.46K+ 4.4% |
$123K - $136K
|
34.6K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.45K+ 2.01% |
$123K - $136K
|
73.8K
$6.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.45K+ 0.64% |
$122K - $135K
|
229K
$19.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.44K+ 6.03% |
$122K - $135K
|
25.4K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.41K+ 0.77% |
$119K - $132K
|
186K
$15.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.41K+ 13.56% |
$119K - $131K
|
11.8K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.39K+ 5.62% |
$118K - $130K
|
26.2K
$2.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.39K+ 9.63% |
$117K - $129K
|
15.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.37K+ 16.27% |
$116K - $128K
|
9.81K
$830K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.36K+ 2.16% |
$115K - $127K
|
64.5K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.35K+ 6.24% |
$114K - $126K
|
23K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.35K+ 0.74% |
$114K - $126K
|
182K
$15.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.33K+ 2.5% |
$112K - $124K
|
54.5K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
1.31K+ 3.5% |
$111K - $122K
|
38.8K
$3.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.31K+ 8.24% |
$110K - $122K
|
17.2K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
1.27K+ 8.08% |
$107K - $119K
|
17K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.27K+ 4.9% |
$107K - $119K
|
27.2K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.26K+ 4.94% |
$106K - $117K
|
26.7K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.25K+ 8.36% |
$106K - $117K
|
16.3K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 7.95% |
$105K - $117K
|
17K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 2.78% |
$105K - $116K
|
45.9K
$3.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.73% |
$103K - $114K
|
71.8K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.2K+ 0.55% |
$101K - $112K
|
218K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.19K+ 22.8% |
$100K - $111K
|
6.39K
$541K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.19K+ 1.61% |
$100K - $111K
|
75K
$6.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.17K+ 3.99% |
$98.6K - $109K
|
30.5K
$2.58M
|