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 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-150- 0.16% |
$12K - $14.2K
|
96K
$8.45M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-151- 0.88% |
$12.1K - $14.3K
|
17K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-152- 2.31% |
$12.1K - $14.4K
|
6.42K
$564K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-152- 1.53% |
$12.1K - $14.4K
|
9.81K
$862K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-152- 39.07% |
$12.1K - $14.4K
|
237
$20.8K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-152- 1.91% |
$12.1K - $14.4K
|
7.81K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-160- 7.28% |
$12.8K - $15.1K
|
2.04K
$179K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-161- 0.72% |
$12.9K - $15.2K
|
22.1K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-163- 3.78% |
$13K - $15.4K
|
4.15K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-166- 96.51% |
$13.3K - $15.7K
|
6
$528
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-172- 3.28% |
$13.7K - $16.2K
|
5.07K
$446K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-175- 0.72% |
$14K - $16.5K
|
24.1K
$2.12M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-176- 1.14% |
$14.1K - $16.6K
|
15.3K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-177- 7.42% |
$14.1K - $16.7K
|
2.21K
$194K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-180- 0.28% |
$14.4K - $17K
|
63.3K
$5.56M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-182- 4.16% |
$14.5K - $17.2K
|
4.2K
$369K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-182- 7.3% |
$14.5K - $17.2K
|
2.31K
$203K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-184- 0.92% |
$14.7K - $17.4K
|
19.8K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-185- 15.81% |
$14.8K - $17.5K
|
985
$86.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-186- 1.87% |
$14.9K - $17.6K
|
9.75K
$857K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-188- 1.08% |
$15K - $17.7K
|
17.2K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-188- 5.84% |
$15K - $17.7K
|
3.03K
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-188- 4.8% |
$15K - $17.7K
|
3.73K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-194- 7.39% |
$15.5K - $18.3K
|
2.43K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-195- 1.89% |
$15.6K - $18.4K
|
10.1K
$888K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-199- 6.29% |
$15.9K - $18.8K
|
2.97K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-199- 1.28% |
$15.9K - $18.8K
|
15.3K
$1.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 1.95% |
$16K - $18.9K
|
10.1K
$885K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-200- 4.2% |
$16K - $18.9K
|
4.56K
$401K
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-201- 0.4% |
$16.1K - $19K
|
50.2K
$4.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-203- 6.0% |
$16.2K - $19.2K
|
3.18K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-207- 1.17% |
$16.5K - $19.5K
|
17.5K
$1.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-213- 4.41% |
$17K - $20.1K
|
4.61K
$406K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-213- 1.09% |
$17K - $20.1K
|
19.2K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-214- 2.85% |
$17.1K - $20.2K
|
7.28K
$640K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-214- 5.57% |
$17.1K - $20.2K
|
3.63K
$319K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-215- 34.96% |
$17.2K - $20.3K
|
400
$35.2K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-218- 3.67% |
$17.4K - $20.6K
|
5.73K
$504K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-220- 5.49% |
$17.6K - $20.8K
|
3.79K
$333K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-223- 3.47% |
$17.8K - $21.1K
|
6.2K
$545K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-225- 2.12% |
$18K - $21.2K
|
10.4K
$915K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-226- 2.05% |
$18.1K - $21.3K
|
10.8K
$951K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-227- 4.95% |
$18.1K - $21.4K
|
4.36K
$384K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-230- 32.39% |
$18.4K - $21.7K
|
480
$42.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-230- 8.31% |
$18.4K - $21.7K
|
2.54K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-230- 4.72% |
$18.4K - $21.7K
|
4.64K
$408K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-231- 6.76% |
$18.5K - $21.8K
|
3.19K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-232- 7.61% |
$18.5K - $21.9K
|
2.82K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-233- 2.1% |
$18.6K - $22K
|
10.9K
$957K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-235- 9.33% |
$18.8K - $22.2K
|
2.28K
$201K
|