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 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
72+ 1.92% |
$6.07K - $6.72K
|
3.83K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
72+ 0.34% |
$6.07K - $6.72K
|
21.3K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
70+ 0.89% |
$5.9K - $6.54K
|
7.96K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
70+ 5.57% |
$5.9K - $6.54K
|
1.33K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
70+ 44.87% |
$5.9K - $6.54K
|
226
$19.1K
|
|
|
Dec 09, 2024
Q3 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
70+ 0.43% |
$5.9K - $6.54K
|
16.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
69New |
$5.82K - $6.44K
|
69
$5.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
67+ 0.4% |
$5.65K - $6.26K
|
16.6K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
66+ 0.84% |
$5.57K - $6.16K
|
7.9K
$668K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
66+ 1.41% |
$5.57K - $6.16K
|
4.74K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65New |
$5.48K - $6.07K
|
65
$5.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
62+ 0.33% |
$5.23K - $5.79K
|
18.8K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
59+ 0.46% |
$4.98K - $5.51K
|
13K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
56+ 1.07% |
$4.72K - $5.23K
|
5.28K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
56+ 1.9% |
$4.72K - $5.23K
|
3.01K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
56+ 0.76% |
$4.72K - $5.23K
|
7.46K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
52New |
$4.39K - $4.86K
|
52
$4.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
52+ 1.87% |
$4.39K - $4.86K
|
2.84K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
51+ 0.14% |
$4.3K - $4.76K
|
37.3K
$3.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
51+ 0.51% |
$4.3K - $4.76K
|
10.1K
$851K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
50+ 30.49% |
$4.22K - $4.67K
|
214
$18.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
BUY
|
- |
49+ 0.24% |
$4.13K - $4.58K
|
20.8K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
49+ 0.73% |
$4.13K - $4.58K
|
6.75K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
49+ 2.53% |
$4.13K - $4.58K
|
1.98K
$168K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
47+ 1.77% |
$3.96K - $4.39K
|
2.7K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
45+ 0.1% |
$3.8K - $4.2K
|
44.5K
$3.76M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 1.16% |
$3.8K - $4.2K
|
3.94K
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
43+ 13.74% |
$3.63K - $4.02K
|
356
$30.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
43+ 1.55% |
$3.63K - $4.02K
|
2.82K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
42+ 0.94% |
$3.54K - $3.92K
|
4.53K
$383K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
41+ 0.76% |
$3.46K - $3.83K
|
5.47K
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
40+ 0.79% |
$3.37K - $3.74K
|
5.12K
$433K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
40+ 1.73% |
$3.37K - $3.74K
|
2.35K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
39+ 0.76% |
$3.29K - $3.64K
|
5.15K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
38+ 0.14% |
$3.21K - $3.55K
|
26.8K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
37+ 0.9% |
$3.12K - $3.46K
|
4.14K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
35+ 1.27% |
$2.95K - $3.27K
|
2.79K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
35+ 0.5% |
$2.95K - $3.27K
|
7.08K
$599K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
34+ 0.03% |
$2.87K - $3.18K
|
97.6K
$8.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
34+ 1.79% |
$2.87K - $3.18K
|
1.94K
$164K
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
33+ 0.82% |
$2.78K - $3.08K
|
4.06K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
33+ 0.36% |
$2.78K - $3.08K
|
9.15K
$774K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
31+ 0.63% |
$2.61K - $2.9K
|
4.93K
$418K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 100.0% |
$2.53K - $2.8K
|
60
$5.08K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
30+ 0.28% |
$2.53K - $2.8K
|
10.7K
$904K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 0.68% |
$2.45K - $2.71K
|
4.28K
$362K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
27+ 2.23% |
$2.28K - $2.52K
|
1.24K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
27+ 0.76% |
$2.28K - $2.52K
|
3.56K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
27+ 0.31% |
$2.28K - $2.52K
|
8.83K
$747K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
27New |
$2.28K - $2.52K
|
27
$2.29K
|