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 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
711+ 16.19% |
$60K - $66.4K
|
5.1K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
708+ 6.27% |
$59.7K - $66.1K
|
12K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
707+ 3.06% |
$59.6K - $66K
|
23.8K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
691+ 18.55% |
$58.3K - $64.5K
|
4.42K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
677+ 1.39% |
$57.1K - $63.2K
|
49.4K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
660+ 4.85% |
$55.7K - $61.6K
|
14.3K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
650+ 2.52% |
$54.8K - $60.7K
|
26.5K
$2.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
649+ 3.81% |
$54.7K - $60.6K
|
17.7K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
648+ 3.72% |
$54.7K - $60.5K
|
18.1K
$1.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
644+ 2.97% |
$54.3K - $60.1K
|
22.3K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
638+ 0.82% |
$53.8K - $59.6K
|
78.2K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
635+ 0.85% |
$53.6K - $59.3K
|
75.2K
$6.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
628+ 12.08% |
$53K - $58.6K
|
5.83K
$493K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
627+ 1.55% |
$52.9K - $58.6K
|
41K
$3.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
624+ 4.19% |
$52.6K - $58.3K
|
15.5K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
621+ 3.73% |
$52.4K - $58K
|
17.2K
$1.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
616+ 1.66% |
$52K - $57.5K
|
37.8K
$3.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
614+ 72.07% |
$51.8K - $57.3K
|
1.47K
$124K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
610+ 6.61% |
$51.5K - $57K
|
9.83K
$832K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
605+ 2.84% |
$51K - $56.5K
|
21.9K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
604New |
$50.9K - $56.4K
|
604
$51.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
602+ 25.42% |
$50.8K - $56.2K
|
2.97K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
600+ 15.98% |
$50.6K - $56K
|
4.36K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
600+ 14.27% |
$50.6K - $56K
|
4.81K
$407K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
595+ 2.38% |
$50.2K - $55.6K
|
25.6K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
591+ 13.11% |
$49.9K - $55.2K
|
5.1K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
590+ 1.34% |
$49.8K - $55.1K
|
44.5K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
590+ 3.58% |
$49.8K - $55.1K
|
17.1K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
589+ 1.23% |
$49.7K - $55K
|
48.5K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
576+ 138.8% |
$48.6K - $53.8K
|
991
$83.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
570+ 0.58% |
$48.1K - $53.2K
|
99.7K
$8.44M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
568+ 18.18% |
$47.9K - $53K
|
3.69K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
564+ 3.98% |
$47.6K - $52.7K
|
14.7K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
562+ 2.07% |
$47.4K - $52.5K
|
27.7K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
551+ 23.64% |
$46.5K - $51.5K
|
2.88K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
551+ 7.54% |
$46.5K - $51.5K
|
7.86K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
551+ 24.43% |
$46.5K - $51.5K
|
2.81K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
547+ 0.16% |
$46.1K - $51.1K
|
351K
$29.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
546+ 5.71% |
$46.1K - $51K
|
10.1K
$856K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
546+ 5.03% |
$46.1K - $51K
|
11.4K
$965K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
538+ 2445.45% |
$45.4K - $50.2K
|
560
$47.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
530+ 2.21% |
$44.7K - $49.5K
|
24.5K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
522+ 2.93% |
$44K - $48.7K
|
18.4K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
517+ 1.68% |
$43.6K - $48.3K
|
31.3K
$2.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
516New |
$43.5K - $48.2K
|
516
$43.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
506New |
$42.7K - $47.3K
|
506
$42.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
494+ 0.59% |
$41.7K - $46.1K
|
84.7K
$7.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
481+ 1.32% |
$40.6K - $44.9K
|
36.8K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
475+ 2.44% |
$40.1K - $44.4K
|
20K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
472+ 10.86% |
$39.8K - $44.1K
|
4.82K
$408K
|