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 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
590New |
$47.1K - $55.7K
|
590
$55.2K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
590+ 14.89% |
$47.1K - $55.7K
|
4.55K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
587+ 14.18% |
$46.9K - $55.4K
|
4.73K
$442K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
585+ 38.29% |
$46.7K - $55.2K
|
2.11K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
584+ 0.56% |
$46.7K - $55.1K
|
104K
$9.72M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
584+ 3.06% |
$46.7K - $55.1K
|
19.7K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
578+ 13.02% |
$46.2K - $54.6K
|
5.02K
$469K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
577+ 8.85% |
$46.1K - $54.5K
|
7.1K
$663K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
561+ 1.64% |
$44.8K - $53K
|
34.9K
$3.26M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
561+ 15.13% |
$44.8K - $53K
|
4.27K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
548+ 23.73% |
$43.8K - $51.7K
|
2.86K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$43.3K - $51.2K
|
542
$50.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
541+ 6.32% |
$43.2K - $51.1K
|
9.1K
$851K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
538+ 5.91% |
$43K - $50.8K
|
9.65K
$902K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
536+ 8.91% |
$42.8K - $50.6K
|
6.55K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
529+ 4.41% |
$42.3K - $49.9K
|
12.5K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
522+ 20.26% |
$41.7K - $49.3K
|
3.1K
$290K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
510+ 3.76% |
$40.8K - $48.1K
|
14.1K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
506+ 0.65% |
$40.4K - $47.8K
|
78.8K
$7.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
500+ 15.38% |
$40K - $47.2K
|
3.75K
$351K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
500+ 1.87% |
$40K - $47.2K
|
27.3K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
500+ 3.77% |
$40K - $47.2K
|
13.8K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
499+ 7.25% |
$39.9K - $47.1K
|
7.38K
$690K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
487+ 0.71% |
$38.9K - $46K
|
69K
$6.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
484+ 4.88% |
$38.7K - $45.7K
|
10.4K
$972K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
476+ 6.51% |
$38K - $44.9K
|
7.79K
$728K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
475New |
$38K - $44.8K
|
475
$44.4K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
471+ 3.54% |
$37.6K - $44.5K
|
13.8K
$1.29M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
470+ 3.03% |
$37.6K - $44.4K
|
16K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
470+ 1.3% |
$37.6K - $44.4K
|
36.6K
$3.42M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
455+ 0.85% |
$36.4K - $43K
|
53.9K
$5.04M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
444+ 4.03% |
$35.5K - $41.9K
|
11.5K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
436+ 5.5% |
$34.8K - $41.2K
|
8.36K
$781K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
433+ 11.86% |
$34.6K - $40.9K
|
4.08K
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
420+ 2.75% |
$33.6K - $39.7K
|
15.7K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
415+ 16.0% |
$33.2K - $39.2K
|
3.01K
$281K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
414+ 0.06% |
$33.1K - $39.1K
|
644K
$60.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
412+ 14.95% |
$32.9K - $38.9K
|
3.17K
$296K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
408+ 32.18% |
$32.6K - $38.5K
|
1.68K
$157K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
404+ 11.13% |
$32.3K - $38.1K
|
4.03K
$377K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
400+ 9.31% |
$32K - $37.8K
|
4.7K
$439K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
399+ 7.32% |
$31.9K - $37.7K
|
5.85K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
394+ 0.14% |
$31.5K - $37.2K
|
289K
$27.1M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
393New |
$31.4K - $37.1K
|
393
$36.7K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
392+ 3.15% |
$31.3K - $37K
|
12.8K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
392New |
$31.3K - $37K
|
392
$36.6K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
380+ 2.47% |
$30.4K - $35.9K
|
15.8K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
374+ 3.26% |
$29.9K - $35.3K
|
11.8K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
361+ 14.45% |
$28.8K - $34.1K
|
2.86K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
356+ 1.02% |
$28.4K - $33.6K
|
35.1K
$3.28M
|