Purchases and Sales Made in Q3 2024 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 21, 2024 Q3 2024
Wealth Effects LLC

BUY
 -
465
+ 4.82%
$39.2K - $43.4K
10.1K $857K
Nov 14, 2024 Q3 2024
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
465
+ 8.4%
$39.2K - $43.4K
6K $508K
Nov 07, 2024 Q3 2024
Prospera Financial Services Inc

BUY
 -
454
+ 0.88%
$38.3K - $42.4K
52.1K $4.41M
Oct 18, 2024 Q3 2024
Petix & Botte CO

BUY
 -
452
+ 0.68%
$38.1K - $42.2K
67.1K $5.68M
Oct 22, 2024 Q3 2024
Spectrum Asset Management, Inc.

BUY
 -
437
+ 2.32%
$36.9K - $40.8K
19.2K $1.63M
Nov 04, 2024 Q3 2024
Patten & Patten Inc

BUY
 -
428
+ 1.94%
$36.1K - $40K
22.5K $1.9M
Oct 23, 2024 Q3 2024
Valicenti Advisory Services Inc

BUY
 -
425
+ 1.28%
$35.8K - $39.7K
33.6K $2.84M
Nov 12, 2024 Q3 2024
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
425
+ 0.81%
$35.8K - $39.7K
52.7K $4.46M
Nov 04, 2024 Q3 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
420
+ 61.95%
$35.4K - $39.2K
1.1K $92.9K
Oct 17, 2024 Q3 2024
Inspire Advisors, LLC

Meridian, ID
BUY
 -
418
+ 18.41%
$35.3K - $39K
2.69K $228K
Nov 05, 2024 Q3 2024
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
414
+ 1.4%
$34.9K - $38.7K
30K $2.54M
Nov 14, 2024 Q3 2024
Ameraudi Asset Management, Inc.

BUY
 -
413
+ 0.67%
$34.8K - $38.6K
62.4K $5.28M
Oct 30, 2024 Q3 2024
Centennial Wealth Advisory LLC

BUY
 -
411
+ 15.41%
$34.7K - $38.4K
3.08K $261K
Nov 05, 2024 Q3 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
411
+ 2.87%
$34.7K - $38.4K
14.7K $1.25M
Nov 14, 2024 Q3 2024
Zacks Investment Management

Chicago, IL
BUY
 -
409
+ 8.76%
$34.5K - $38.2K
5.08K $430K
Oct 07, 2024 Q3 2024
Herbst Group, LLC

Westport, CT
BUY
 -
393
+ 0.81%
$33.1K - $36.7K
49.1K $4.16M
Oct 10, 2024 Q3 2024
Jbr CO Financial Management Inc

Ardmore, OK
BUY
 -
376
+ 1.23%
$31.7K - $35.1K
31K $2.62M
Oct 17, 2024 Q3 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
375
+ 14.79%
$31.6K - $35K
2.91K $246K
Nov 12, 2024 Q3 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
372
+ 2.13%
$31.4K - $34.7K
17.8K $1.51M
Oct 31, 2024 Q3 2024
Winthrop Advisory Group LLC

BUY
 -
369
+ 0.51%
$31.1K - $34.5K
72.9K $6.17M
Oct 31, 2024 Q3 2024
D.B. Root & Company, LLC

BUY
 -
368
+ 12.22%
$31K - $34.4K
3.38K $286K
Oct 31, 2024 Q3 2024
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
365
+ 7.3%
$30.8K - $34.1K
5.37K $454K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
364
+ 3.89%
$30.7K - $34K
9.73K $823K
Oct 30, 2024 Q3 2024
Charter Oak Capital Management, LLC

BUY
 -
363
+ 14.82%
$30.6K - $33.9K
2.81K $238K
Oct 15, 2024 Q3 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
362
+ 14.88%
$30.5K - $33.8K
2.79K $236K
Nov 12, 2024 Q3 2024
Hamilton Point Investment Advisors, LLC

BUY
 -
360
+ 80.72%
$30.4K - $33.6K
806 $68.2K
Nov 12, 2024 Q3 2024
Asset Management Group, Inc.

Stamford, CT
BUY
 -
359
+ 0.96%
$30.3K - $33.5K
37.7K $3.19M
Oct 31, 2024 Q3 2024
Wmg Financial Advisors, LLC

BUY
 -
358
+ 9.46%
$30.2K - $33.4K
4.14K $351K
Oct 15, 2024 Q3 2024
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
354
+ 4.94%
$29.9K - $33.1K
7.52K $636K
Nov 14, 2024 Q3 2024
C2 C Wealth Management, LLC

BUY
 -
350
+ 3.37%
$29.5K - $32.7K
10.8K $910K
Nov 14, 2024 Q3 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
350
+ 7.03%
$29.5K - $32.7K
5.33K $451K
Oct 23, 2024 Q3 2024
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
343
+ 5.81%
$28.9K - $32K
6.25K $529K
Oct 25, 2024 Q3 2024
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
343
+ 4.49%
$28.9K - $32K
7.99K $676K
Nov 13, 2024 Q3 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
343
+ 1.33%
$28.9K - $32K
26.1K $2.21M
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
331
New
$27.9K - $30.9K
331 $28K
Nov 14, 2024 Q3 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
325
+ 5.33%
$27.4K - $30.4K
6.42K $544K
Nov 14, 2024 Q3 2024
Tradition Wealth Management, LLC

BUY
 -
325
+ 5.67%
$27.4K - $30.4K
6.06K $513K
Nov 12, 2024 Q3 2024
One Charles Private Wealth Services, LLC

BUY
 -
324
+ 5.06%
$27.3K - $30.3K
6.73K $569K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
322
+ 2.29%
$27.2K - $30.1K
14.4K $1.22M
Oct 11, 2024 Q3 2024
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
316
+ 0.92%
$26.7K - $29.5K
34.6K $2.93M
Oct 24, 2024 Q3 2024
Beaumont Asset Management, L.L.C.

BUY
 -
316
+ 0.96%
$26.7K - $29.5K
33.1K $2.8M
Nov 12, 2024 Q3 2024
Institute For Wealth Management, Llc.

BUY
 -
309
+ 1.08%
$26.1K - $28.9K
29K $2.46M
Nov 04, 2024 Q3 2024
Fountainhead Am, LLC

Warren, NJ
BUY
 -
301
+ 10.22%
$25.4K - $28.1K
3.25K $275K
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
294
+ 11.81%
$24.8K - $27.5K
2.78K $236K
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
290
New
$24.5K - $27.1K
290 $24.5K
Nov 06, 2024 Q3 2024
Seelaus Asset Management LLC

BUY
 -
290
+ 4.43%
$24.5K - $27.1K
6.84K $579K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
289
+ 44.53%
$24.4K - $27K
938 $79.4K
Nov 08, 2024 Q3 2024
Allie Family Office LLC

BUY
 -
285
+ 4.22%
$24K - $26.6K
7.03K $595K
Oct 15, 2024 Q3 2024
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
283
+ 8.67%
$23.9K - $26.4K
3.55K $300K

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