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 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
277+ 0.5% |
$23.4K - $25.9K
|
55.3K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
274+ 5.67% |
$23.1K - $25.6K
|
5.11K
$432K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
271+ 2.05% |
$22.9K - $25.3K
|
13.5K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
264+ 0.72% |
$22.3K - $24.7K
|
36.9K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
264+ 17.28% |
$22.3K - $24.7K
|
1.79K
$152K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
260+ 6.42% |
$21.9K - $24.3K
|
4.31K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
257+ 0.54% |
$21.7K - $24K
|
47.9K
$4.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
256+ 10.39% |
$21.6K - $23.9K
|
2.72K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
252+ 1.29% |
$21.3K - $23.5K
|
19.8K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
245+ 1.52% |
$20.7K - $22.9K
|
16.3K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
241+ 19.85% |
$20.3K - $22.5K
|
1.46K
$123K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
241+ 0.28% |
$20.3K - $22.5K
|
86.4K
$7.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
236+ 1.14% |
$19.9K - $22K
|
21K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
234+ 1.3% |
$19.7K - $21.9K
|
18.2K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
230+ 3.32% |
$19.4K - $21.5K
|
7.15K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
225+ 0.28% |
$19K - $21K
|
80.7K
$6.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
225New |
$19K - $21K
|
225
$19K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
225New |
$19K - $21K
|
225
$19K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
221New |
$18.6K - $20.6K
|
221
$18.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
221+ 4.21% |
$18.6K - $20.6K
|
5.47K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
216+ 0.9% |
$18.2K - $20.2K
|
24.3K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
212+ 3.03% |
$17.9K - $19.8K
|
7.21K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
209+ 1.83% |
$17.6K - $19.5K
|
11.6K
$984K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
208+ 1.62% |
$17.5K - $19.4K
|
13K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
202+ 5.89% |
$17K - $18.9K
|
3.63K
$308K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
201+ 3.15% |
$17K - $18.8K
|
6.59K
$557K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$16.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
200+ 32.0% |
$16.9K - $18.7K
|
825
$69.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$16.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
200+ 6.13% |
$16.9K - $18.7K
|
3.47K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
199+ 25.95% |
$16.8K - $18.6K
|
966
$81.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
197+ 1.81% |
$16.6K - $18.4K
|
11.1K
$937K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
196+ 1.26% |
$16.5K - $18.3K
|
15.8K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
195+ 3.1% |
$16.4K - $18.2K
|
6.48K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
191+ 1.99% |
$16.1K - $17.8K
|
9.78K
$828K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
190+ 3.14% |
$16K - $17.7K
|
6.23K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
187+ 1.86% |
$15.8K - $17.5K
|
10.3K
$868K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
180+ 3.05% |
$15.2K - $16.8K
|
6.08K
$515K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
175+ 0.11% |
$14.8K - $16.3K
|
166K
$14.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
175New |
$14.8K - $16.3K
|
175
$14.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
174+ 0.64% |
$14.7K - $16.2K
|
27.2K
$2.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
173+ 1.13% |
$14.6K - $16.2K
|
15.5K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
171+ 2.72% |
$14.4K - $16K
|
6.47K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
170+ 6.85% |
$14.3K - $15.9K
|
2.65K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
168+ 0.91% |
$14.2K - $15.7K
|
18.6K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
166+ 39.62% |
$14K - $15.5K
|
585
$49.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
164+ 1.58% |
$13.8K - $15.3K
|
10.6K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164+ 59.85% |
$13.8K - $15.3K
|
438
$37.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
160+ 1.04% |
$13.5K - $14.9K
|
15.5K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160+ 9.2% |
$13.5K - $14.9K
|
1.9K
$161K
|