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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3.5KNew |
$280K - $330K
|
3.5K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.4K+ 82.53% |
$272K - $321K
|
7.52K
$645K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.2K+ 11.28% |
$256K - $302K
|
31.6K
$2.71M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.01K+ 19.65% |
$241K - $284K
|
18.3K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.91KNew |
$232K - $275K
|
2.91K
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.71KNew |
$217K - $256K
|
2.71K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.56KNew |
$204K - $241K
|
2.56K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.51KNew |
$201K - $237K
|
2.51K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.44KNew |
$195K - $230K
|
2.44K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.38KNew |
$190K - $225K
|
2.38K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2.36KNew |
$189K - $223K
|
2.36K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$202K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$201K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$201K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.3KNew |
$183K - $217K
|
2.3K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.24KNew |
$179K - $211K
|
2.24K
$192K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$179K - $211K
|
2.24K
$192K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.21KNew |
$177K - $209K
|
2.21K
$189K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$189K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.15KNew |
$171K - $203K
|
2.15K
$184K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$184K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
2.13KNew |
$170K - $201K
|
2.13K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.12KNew |
$170K - $200K
|
2.12K
$182K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.92K+ 5.91% |
$154K - $181K
|
34.4K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.15K+ 23.36% |
$91.7K - $108K
|
6.06K
$519K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.09KNew |
$87.2K - $103K
|
1.09K
$93.5K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 170.83% |
$81.9K - $96.8K
|
1.63K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
713New |
$57K - $67.3K
|
713
$61.1K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
626New |
$50K - $59.1K
|
626
$53.6K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
577+ 8.85% |
$46.1K - $54.5K
|
7.1K
$608K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$43.3K - $51.2K
|
542
$46.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
536+ 8.91% |
$42.8K - $50.6K
|
6.55K
$562K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
470+ 3.03% |
$37.6K - $44.4K
|
16K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
408+ 32.18% |
$32.6K - $38.5K
|
1.68K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$27.3K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$27.3K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
250New |
$20K - $23.6K
|
250
$21.4K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
203+ 47.1% |
$16.2K - $19.2K
|
634
$54.3K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
154+ 3.57% |
$12.3K - $14.5K
|
4.47K
$383K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
113+ 56.78% |
$9.03K - $10.7K
|
312
$26.7K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
101+ 18.43% |
$8.07K - $9.54K
|
649
$55.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$5.99K - $7.08K
|
75
$6.43K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.69% |
$3.28K - $3.87K
|
5.99K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
27New |
$2.16K - $2.55K
|
27
$2.31K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11+ 0.26% |
$879 - $1.04K
|
4.25K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.08% |
$160 - $189
|
2.5K
$214K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.0% |
$79.9 - $94.4
|
51
$4.37K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.29MNew |
$105M - $119M
|
1.29M
$111M
|
|