Purchases and Sales Made in Q1 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.47K+ 5.34% |
$117K - $139K
|
28.9K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.45K+ 12.66% |
$116K - $137K
|
12.9K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.4K+ 9.54% |
$111K - $132K
|
16K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.39K+ 116.78% |
$111K - $131K
|
2.58K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.37K+ 9.27% |
$110K - $130K
|
16.2K
$1.42M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
1.37KNew |
$109K - $129K
|
1.37K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 130.61% |
$109K - $128K
|
2.4K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$107K - $127K
|
1.35K
$118K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.33K+ 0.73% |
$106K - $125K
|
183K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
1.33K+ 33.24% |
$106K - $125K
|
5.31K
$465K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.32K+ 2.05% |
$106K - $125K
|
65.8K
$5.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.27K+ 26.38% |
$101K - $120K
|
6.09K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.26K+ 24.12% |
$100K - $119K
|
6.47K
$566K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.25KNew |
$100K - $118K
|
1.25K
$110K
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.25K+ 4.77% |
$99.9K - $118K
|
27.4K
$2.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.25K+ 5.44% |
$99.8K - $118K
|
24.2K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1.24K+ 11.69% |
$98.9K - $117K
|
11.8K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.23K+ 8.64% |
$98.1K - $116K
|
15.4K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.22K+ 30.66% |
$97.3K - $115K
|
5.19K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.21K+ 2.64% |
$96.4K - $114K
|
46.9K
$4.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
1.2K+ 3.24% |
$95.9K - $113K
|
38.2K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.2K+ 31.44% |
$95.7K - $113K
|
5.01K
$438K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.18K+ 4.11% |
$94.5K - $112K
|
30K
$2.62M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 0.5% |
$94.5K - $112K
|
236K
$20.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.18K+ 1.71% |
$94.2K - $111K
|
70.3K
$6.15M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.17K+ 0.8% |
$93.4K - $110K
|
147K
$12.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.17K+ 8.92% |
$93.2K - $110K
|
14.2K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 2320.0% |
$92.7K - $110K
|
1.21K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.15K+ 23.36% |
$91.7K - $108K
|
6.06K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.13K+ 12.61% |
$90.3K - $107K
|
10.1K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.13K+ 0.75% |
$90.3K - $107K
|
153K
$13.4M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 18.5% |
$88.1K - $104K
|
7.06K
$618K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.09KNew |
$87.2K - $103K
|
1.09K
$95.4K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.08K+ 13.11% |
$86.5K - $102K
|
9.34K
$817K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.08K+ 5.36% |
$86.1K - $102K
|
21.2K
$1.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.04K+ 32.36% |
$83.3K - $98.5K
|
4.27K
$373K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.04K+ 5.86% |
$83K - $98.1K
|
18.8K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.03K+ 35.14% |
$82.5K - $97.4K
|
3.97K
$347K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 170.83% |
$81.9K - $96.8K
|
1.63K
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.01K+ 33.53% |
$80.5K - $95.1K
|
4.01K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1K+ 155.68% |
$80K - $94.5K
|
1.64K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 66.14% |
$79.9K - $94.4K
|
2.51K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1K+ 30.67% |
$79.9K - $94.4K
|
4.26K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
996+ 9.87% |
$79.6K - $94K
|
11.1K
$970K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
993+ 141.86% |
$79.4K - $93.7K
|
1.69K
$148K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
974+ 1.14% |
$77.8K - $92K
|
86.1K
$7.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
971+ 1.4% |
$77.6K - $91.7K
|
70.5K
$6.16M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
953+ 0.52% |
$76.2K - $90K
|
184K
$16.1M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
944+ 2.61% |
$75.4K - $89.1K
|
37.1K
$3.25M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
935+ 7.41% |
$74.7K - $88.3K
|
13.5K
$1.18M
|