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 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-70- 0.58% |
$5.59K - $6.61K
|
12.1K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-71- 0.63% |
$5.67K - $6.7K
|
11.3K
$993K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-71- 2.46% |
$5.67K - $6.7K
|
2.82K
$248K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-73- 0.68% |
$5.83K - $6.89K
|
10.7K
$941K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-75- 8.68% |
$5.99K - $7.08K
|
789
$69.5K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-77- 9.6% |
$6.15K - $7.27K
|
725
$63.8K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-77- 9.02% |
$6.15K - $7.27K
|
777
$68.4K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-77- 0.86% |
$6.15K - $7.27K
|
8.91K
$785K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-81- 1.73% |
$6.47K - $7.65K
|
4.6K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-86- 1.54% |
$6.87K - $8.12K
|
5.5K
$484K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-88- 9.32% |
$7.03K - $8.31K
|
856
$75.4K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-94- 0.34% |
$7.51K - $8.87K
|
27.9K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-95- 2.02% |
$7.59K - $8.97K
|
4.62K
$406K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-100- 31.75% |
$7.99K - $9.44K
|
215
$18.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.38% |
$7.99K - $9.44K
|
4.1K
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 3.02% |
$7.99K - $9.44K
|
3.21K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 18.28% |
$7.99K - $9.44K
|
447
$39.3K
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-100- 2.66% |
$7.99K - $9.44K
|
3.67K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-100- 0.4% |
$7.99K - $9.44K
|
25.2K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-102- 0.96% |
$8.15K - $9.63K
|
10.6K
$929K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-103- 1.19% |
$8.23K - $9.72K
|
8.54K
$752K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-105- 3.68% |
$8.39K - $9.91K
|
2.75K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-106- 1.19% |
$8.47K - $10K
|
8.77K
$772K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-106- 1.07% |
$8.47K - $10K
|
9.82K
$864K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-107- 1.47% |
$8.55K - $10.1K
|
7.16K
$630K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-108- 1.01% |
$8.63K - $10.2K
|
10.6K
$933K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-111- 11.3% |
$8.87K - $10.5K
|
871
$76.7K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-114- 1.76% |
$9.11K - $10.8K
|
6.37K
$561K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-115- 1.26% |
$9.19K - $10.9K
|
9.05K
$796K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-115- 1.18% |
$9.19K - $10.9K
|
9.66K
$851K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-115- 3.17% |
$9.19K - $10.9K
|
3.51K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-120- 1.77% |
$9.59K - $11.3K
|
6.66K
$587K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-124- 2.06% |
$9.91K - $11.7K
|
5.88K
$518K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-128- 2.56% |
$10.2K - $12.1K
|
4.86K
$428K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-128- 3.76% |
$10.2K - $12.1K
|
3.28K
$288K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-130- 1.56% |
$10.4K - $12.3K
|
8.21K
$723K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-130- 0.01% |
$10.4K - $12.3K
|
1.18M
$104M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-130- 0.14% |
$10.4K - $12.3K
|
90K
$7.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-132- 1.65% |
$10.5K - $12.5K
|
7.85K
$691K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-135- 46.55% |
$10.8K - $12.7K
|
155
$13.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-136- 2.54% |
$10.9K - $12.8K
|
5.22K
$460K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-137- 2.37% |
$10.9K - $12.9K
|
5.65K
$498K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-142- 0.39% |
$11.3K - $13.4K
|
35.9K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-143- 1.01% |
$11.4K - $13.5K
|
14K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-144- 0.54% |
$11.5K - $13.6K
|
26.7K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-145- 0.72% |
$11.6K - $13.7K
|
20.1K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-146- 2.59% |
$11.7K - $13.8K
|
5.5K
$484K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-147- 2.06% |
$11.7K - $13.9K
|
6.99K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-149- 1.19% |
$11.9K - $14.1K
|
12.4K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-150- 1.21% |
$12K - $14.2K
|
12.3K
$1.08M
|