Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$153K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.72K+ 5.13% |
$145K - $161K
|
35.3K
$3.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.71KNew |
$145K - $160K
|
1.71K
$147K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.69K+ 3.99% |
$142K - $157K
|
43.9K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53K+ 390.82% |
$129K - $143K
|
1.92K
$165K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.52KNew |
$128K - $142K
|
1.52K
$131K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 190.49% |
$123K - $137K
|
2.23K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.37K+ 16.27% |
$116K - $128K
|
9.81K
$841K
|
|
|
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
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.27K+ 4.9% |
$107K - $119K
|
27.2K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.16K+ 0.83% |
$98.2K - $109K
|
142K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15K+ 23.79% |
$97.3K - $108K
|
6K
$514K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
988New |
$83.3K - $92.3K
|
988
$84.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
985+ 1.11% |
$83.1K - $92K
|
89.5K
$7.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
964New |
$81.3K - $90K
|
964
$82.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
761New |
$64.2K - $71.1K
|
761
$65.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
734+ 0.4% |
$61.9K - $68.5K
|
184K
$15.8M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
712+ 19.25% |
$60.1K - $66.5K
|
4.41K
$378K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
614+ 72.07% |
$51.8K - $57.3K
|
1.47K
$126K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
570+ 0.58% |
$48.1K - $53.2K
|
99.7K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
551+ 24.43% |
$46.5K - $51.5K
|
2.81K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
551+ 23.64% |
$46.5K - $51.5K
|
2.88K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
538+ 2445.45% |
$45.4K - $50.2K
|
560
$48K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
528+ 8.42% |
$44.5K - $49.3K
|
6.8K
$583K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
516New |
$43.5K - $48.2K
|
516
$44.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
465+ 8.4% |
$39.2K - $43.4K
|
6K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
364+ 3.89% |
$30.7K - $34K
|
9.73K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
350+ 3.37% |
$29.5K - $32.7K
|
10.8K
$921K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
322+ 2.29% |
$27.2K - $30.1K
|
14.4K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300+ 50.0% |
$25.3K - $28K
|
900
$77.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
294+ 11.81% |
$24.8K - $27.5K
|
2.78K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
277+ 0.5% |
$23.4K - $25.9K
|
55.3K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
234+ 1.3% |
$19.7K - $21.9K
|
18.2K
$1.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
225New |
$19K - $21K
|
225
$19.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
225New |
$19K - $21K
|
225
$19.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
221New |
$18.6K - $20.6K
|
221
$18.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$17.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 5.0% |
$16.9K - $18.7K
|
4.2K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$17.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
180+ 3.05% |
$15.2K - $16.8K
|
6.08K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
170+ 6.85% |
$14.3K - $15.9K
|
2.65K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
166+ 39.62% |
$14K - $15.5K
|
585
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160+ 9.2% |
$13.5K - $14.9K
|
1.9K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
158+ 5.64% |
$13.3K - $14.8K
|
2.96K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
144New |
$12.1K - $13.4K
|
144
$12.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
140+ 2.88% |
$11.8K - $13.1K
|
5.01K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
136+ 39.77% |
$11.5K - $12.7K
|
478
$41K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
118New |
$9.95K - $11K
|
118
$10.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
115+ 4.05% |
$9.7K - $10.7K
|
2.95K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
109+ 4.08% |
$9.19K - $10.2K
|
2.78K
$238K
|