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 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.26K+ 4.94% |
$106K - $117K
|
26.7K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.25K+ 8.36% |
$106K - $117K
|
16.3K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 7.95% |
$105K - $117K
|
17K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 2.78% |
$105K - $116K
|
45.9K
$4.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.22K+ 1.73% |
$103K - $114K
|
71.8K
$6.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.2K+ 0.55% |
$101K - $112K
|
218K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.19K+ 22.8% |
$100K - $111K
|
6.39K
$592K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.19K+ 1.61% |
$100K - $111K
|
75K
$6.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.17K+ 3.99% |
$98.6K - $109K
|
30.5K
$2.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.16K+ 0.83% |
$98.2K - $109K
|
142K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15K+ 23.79% |
$97.3K - $108K
|
6K
$555K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.15K+ 110.4% |
$96.7K - $107K
|
2.18K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.14K+ 1.54% |
$96.5K - $107K
|
75.6K
$6.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
1.12K+ 10.07% |
$94.6K - $105K
|
12.3K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 4.65% |
$94.1K - $104K
|
25.1K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.6% |
$94.1K - $104K
|
43.9K
$4.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.11K+ 16.04% |
$93.6K - $104K
|
8.03K
$743K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.11K+ 10.53% |
$93.5K - $104K
|
11.6K
$1.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.67% |
$92.8K - $103K
|
11.4K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.09K+ 6.68% |
$91.9K - $102K
|
17.4K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.06K+ 14.7% |
$89.3K - $98.9K
|
8.27K
$765K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.04K+ 3.26% |
$87.7K - $97.1K
|
33K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.03K+ 0.94% |
$87K - $96.4K
|
111K
$10.3M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 9.61% |
$86.6K - $95.9K
|
11.7K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.02K+ 0.29% |
$85.8K - $95K
|
348K
$32.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.01K+ 6.08% |
$84.9K - $94K
|
17.6K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
997+ 9.88% |
$84.1K - $93.1K
|
11.1K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
994+ 7.38% |
$83.8K - $92.8K
|
14.5K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
988New |
$83.3K - $92.3K
|
988
$91.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
985+ 1.11% |
$83.1K - $92K
|
89.5K
$8.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
985+ 33.28% |
$83.1K - $92K
|
3.95K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
982+ 42.27% |
$82.8K - $91.7K
|
3.31K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
979+ 11.44% |
$82.6K - $91.4K
|
9.53K
$882K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
977+ 14.25% |
$82.4K - $91.2K
|
7.84K
$725K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
966+ 5.67% |
$81.5K - $90.2K
|
18K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
964New |
$81.3K - $90K
|
964
$89.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
962+ 6.97% |
$81.1K - $89.8K
|
14.8K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
941+ 9.15% |
$79.4K - $87.9K
|
11.2K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
936+ 18.15% |
$79K - $87.4K
|
6.09K
$564K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
924+ 25.38% |
$77.9K - $86.3K
|
4.57K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
920+ 1.12% |
$77.6K - $85.9K
|
83.4K
$7.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
910+ 2.78% |
$76.8K - $85K
|
33.7K
$3.11M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
905+ 5.37% |
$76.3K - $84.5K
|
17.7K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
904+ 10.29% |
$76.3K - $84.4K
|
9.69K
$897K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
878+ 1.21% |
$74.1K - $82K
|
73.4K
$6.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
831+ 7.13% |
$70.1K - $77.6K
|
12.5K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
830+ 2.54% |
$70K - $77.5K
|
33.5K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
802+ 1.26% |
$67.6K - $74.9K
|
64.5K
$5.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
793+ 19.59% |
$66.9K - $74.1K
|
4.84K
$448K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
780+ 14.19% |
$65.8K - $72.8K
|
6.28K
$581K
|