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
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4+ 0.06% |
$320 - $378
|
7.12K
$626K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4+ 0.14% |
$320 - $378
|
2.78K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.09% |
$320 - $378
|
4.54K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.87% |
$320 - $378
|
463
$40.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.55% |
$240 - $283
|
553
$48.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$240 - $283
|
5.7K
$502K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.28% |
$240 - $283
|
1.09K
$95.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.03% |
$240 - $283
|
9.04K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3+ 0.09% |
$240 - $283
|
3.31K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.11% |
$240 - $283
|
2.77K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3+ 0.09% |
$240 - $283
|
3.43K
$302K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3+ 0.04% |
$240 - $283
|
7.38K
$650K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.9% |
$160 - $189
|
223
$19.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.1% |
$160 - $189
|
184
$16.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.55% |
$160 - $189
|
366
$32.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.04% |
$160 - $189
|
4.72K
$416K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$160 - $189
|
3.2K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.17% |
$160 - $189
|
1.15K
$101K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.86% |
$160 - $189
|
235
$20.7K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.36% |
$160 - $189
|
563
$49.6K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.08% |
$160 - $189
|
2.5K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.02% |
$160 - $189
|
11K
$965K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$160 - $189
|
18.9K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.83% |
$160 - $189
|
244
$21.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.52% |
$160 - $189
|
384
$33.8K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.05% |
$160 - $189
|
193
$17K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$79.9 - $94.4
|
1.32K
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.03% |
$79.9 - $94.4
|
3.26K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$79.9 - $94.4
|
2.49K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 0.86% |
$79.9 - $94.4
|
117
$10.3K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$79.9 - $94.4
|
10.9K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.7% |
$79.9 - $94.4
|
38
$3.35K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$79.9 - $94.4
|
4.98K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.16% |
$79.9 - $94.4
|
628
$55.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.03% |
$79.9 - $94.4
|
3.16K
$278K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1+ 0.01% |
$79.9 - $94.4
|
13.4K
$1.18M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.0% |
$79.9 - $94.4
|
51
$4.49K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.41% |
$79.9 - $94.4
|
242
$21.3K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.79% |
$79.9 - $94.4
|
127
$11.2K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.13% |
$79.9 - $94.4
|
758
$66.7K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
1+ 0.62% |
$79.9 - $94.4
|
162
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$79.9 - $94.4
|
13.2K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2- 0.08% |
$160 - $189
|
2.4K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3- 0.04% |
$240 - $283
|
7.59K
$668K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 2.08% |
$240 - $283
|
141
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7- 0.13% |
$559 - $661
|
5.48K
$483K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8- 0.17% |
$639 - $755
|
4.58K
$403K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-9- 0.17% |
$719 - $850
|
5.39K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-9- 0.25% |
$719 - $850
|
3.66K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-9- 0.01% |
$719 - $850
|
85.8K
$7.55M
|