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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
112+ 4.55% |
$8.95K - $10.6K
|
2.57K
$226K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
109+ 2.53% |
$8.71K - $10.3K
|
4.42K
$389K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
108+ 1.38% |
$8.63K - $10.2K
|
7.94K
$699K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
105New |
$8.39K - $9.91K
|
105
$9.23K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
105+ 0.99% |
$8.39K - $9.91K
|
10.8K
$945K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
103+ 0.2% |
$8.23K - $9.72K
|
50.4K
$4.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
102+ 4.26% |
$8.15K - $9.63K
|
2.5K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
101New |
$8.07K - $9.54K
|
101
$8.88K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
101+ 18.43% |
$8.07K - $9.54K
|
649
$57.1K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 3.41% |
$7.99K - $9.44K
|
3.04K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100+ 28.57% |
$7.99K - $9.44K
|
450
$39.6K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
100+ 1.11% |
$7.99K - $9.44K
|
9.1K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
100+ 0.73% |
$7.99K - $9.44K
|
13.7K
$1.21M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
100+ 2.45% |
$7.99K - $9.44K
|
4.18K
$368K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
100+ 2.45% |
$7.99K - $9.44K
|
4.18K
$368K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
99+ 0.78% |
$7.91K - $9.35K
|
12.8K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
98+ 1.31% |
$7.83K - $9.25K
|
7.55K
$664K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
98+ 0.54% |
$7.83K - $9.25K
|
18.4K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
94+ 0.18% |
$7.51K - $8.87K
|
52.7K
$4.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
89+ 18.09% |
$7.11K - $8.4K
|
581
$51.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
87+ 2.21% |
$6.95K - $8.21K
|
4.03K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
87+ 1.32% |
$6.95K - $8.21K
|
6.68K
$587K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
86+ 0.54% |
$6.87K - $8.12K
|
15.9K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
84+ 8.65% |
$6.71K - $7.93K
|
1.06K
$92.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
84+ 58.33% |
$6.71K - $7.93K
|
228
$20.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
83+ 3.28% |
$6.63K - $7.84K
|
2.61K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
82+ 0.62% |
$6.55K - $7.74K
|
13.2K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
80+ 0.52% |
$6.39K - $7.55K
|
15.5K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
80New |
$6.39K - $7.55K
|
80
$7.04K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
75+ 1.17% |
$5.99K - $7.08K
|
6.5K
$571K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$5.99K - $7.08K
|
75
$6.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
69+ 0.26% |
$5.51K - $6.51K
|
26.7K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
67+ 0.07% |
$5.35K - $6.33K
|
99.1K
$8.71M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
66+ 0.55% |
$5.27K - $6.23K
|
12.1K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.38% |
$5.11K - $6.04K
|
16.9K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
64+ 2.11% |
$5.11K - $6.04K
|
3.1K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
64+ 1.31% |
$5.11K - $6.04K
|
4.96K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
62+ 14.62% |
$4.95K - $5.85K
|
486
$42.7K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
60+ 1.51% |
$4.79K - $5.66K
|
4.04K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
59+ 1.58% |
$4.71K - $5.57K
|
3.78K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
58+ 17.79% |
$4.63K - $5.48K
|
384
$33.8K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
58+ 50.0% |
$4.63K - $5.48K
|
174
$15.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
55+ 1.81% |
$4.4K - $5.19K
|
3.1K
$273K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
54+ 1.22% |
$4.32K - $5.1K
|
4.47K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
51+ 5.57% |
$4.08K - $4.81K
|
966
$85K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
50+ 4.17% |
$4K - $4.72K
|
1.25K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
50+ 0.11% |
$4K - $4.72K
|
47.1K
$4.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
48+ 0.48% |
$3.84K - $4.53K
|
9.96K
$876K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 1.63% |
$3.52K - $4.15K
|
2.75K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.69% |
$3.28K - $3.87K
|
5.99K
$527K
|