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 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-370- 5.37% |
$29.6K - $34.9K
|
6.52K
$573K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-377- 0.43% |
$30.1K - $35.6K
|
86.7K
$7.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-378- 7.55% |
$30.2K - $35.7K
|
4.63K
$407K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-380- 12.6% |
$30.4K - $35.9K
|
2.64K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-381- 9.79% |
$30.4K - $36K
|
3.51K
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-381- 6.79% |
$30.4K - $36K
|
5.23K
$460K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-382- 1.08% |
$30.5K - $36.1K
|
34.9K
$3.07M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-383- 0.79% |
$30.6K - $36.2K
|
48K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-385- 3.19% |
$30.8K - $36.3K
|
11.7K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-398- 36.99% |
$31.8K - $37.6K
|
678
$59.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-400- 0.47% |
$32K - $37.8K
|
85.5K
$7.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-400- 8.4% |
$32K - $37.8K
|
4.36K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-400- 13.91% |
$32K - $37.8K
|
2.48K
$218K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-400- 13.79% |
$32K - $37.8K
|
2.5K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-405- 1.18% |
$32.4K - $38.2K
|
33.9K
$2.98M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-418- 4.23% |
$33.4K - $39.5K
|
9.45K
$831K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-419- 6.85% |
$33.5K - $39.6K
|
5.69K
$501K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-421- 16.81% |
$33.6K - $39.7K
|
2.08K
$183K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-422- 65.94% |
$33.7K - $39.8K
|
218
$19.2K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-423- 1.4% |
$33.8K - $39.9K
|
29.7K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-423- 5.47% |
$33.8K - $39.9K
|
7.32K
$643K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-434- 1.48% |
$34.7K - $41K
|
28.9K
$2.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-438- 29.44% |
$35K - $41.4K
|
1.05K
$92.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-439- 10.2% |
$35.1K - $41.4K
|
3.87K
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-446- 3.93% |
$35.6K - $42.1K
|
10.9K
$958K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-448- 0.56% |
$35.8K - $42.3K
|
79.2K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-449- 4.98% |
$35.9K - $42.4K
|
8.56K
$753K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-460- 10.92% |
$36.8K - $43.4K
|
3.75K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-463- 54.92% |
$37K - $43.7K
|
380
$33.4K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-466- 87.76% |
$37.2K - $44K
|
65
$5.72K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-467- 53.93% |
$37.3K - $44.1K
|
399
$35.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-469- 1.3% |
$37.5K - $44.3K
|
35.6K
$3.13M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-469- 1.56% |
$37.5K - $44.3K
|
29.6K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-470- 81.03% |
$37.6K - $44.4K
|
110
$9.67K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-473- 3.33% |
$37.8K - $44.7K
|
13.7K
$1.21M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-475- 37.25% |
$38K - $44.8K
|
800
$70.4K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-475- 95.57% |
$38K - $44.8K
|
22
$1.93K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-475- 1.38% |
$38K - $44.8K
|
34K
$2.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-483- 7.46% |
$38.6K - $45.6K
|
5.99K
$527K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-489- 5.01% |
$39.1K - $46.2K
|
9.28K
$816K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-490- 3.64% |
$39.2K - $46.3K
|
13K
$1.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-490- 2.22% |
$39.2K - $46.3K
|
21.6K
$1.9M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-492- 3.41% |
$39.3K - $46.4K
|
13.9K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-493- 1.08% |
$39.4K - $46.5K
|
45.2K
$3.97M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-493- 6.56% |
$39.4K - $46.5K
|
7.02K
$617K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-497- 3.6% |
$39.7K - $46.9K
|
13.3K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-498- 3.6% |
$39.8K - $47K
|
13.3K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
- |
-500- 3.33% |
$40K - $47.2K
|
14.5K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-500- 10.05% |
$40K - $47.2K
|
4.48K
$394K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-510- 11.08% |
$40.8K - $48.1K
|
4.09K
$360K
|