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 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-512- 4.39% |
$40.9K - $48.3K
|
11.1K
$980K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-514- 2.41% |
$41.1K - $48.5K
|
20.8K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-521- 1.37% |
$41.6K - $49.2K
|
37.5K
$3.3M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-521- 43.86% |
$41.6K - $49.2K
|
667
$58.7K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-524- 12.12% |
$41.9K - $49.5K
|
3.8K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-524- 10.55% |
$41.9K - $49.5K
|
4.44K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-527- 8.77% |
$42.1K - $49.8K
|
5.48K
$482K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-528- 15.73% |
$42.2K - $49.8K
|
2.83K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-533- 2.44% |
$42.6K - $50.3K
|
21.3K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-543- 7.84% |
$43.4K - $51.3K
|
6.38K
$561K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-544- 15.19% |
$43.5K - $51.4K
|
3.04K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-548- 5.68% |
$43.8K - $51.7K
|
9.09K
$800K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-556- 8.75% |
$44.4K - $52.5K
|
5.8K
$510K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-560- 37.58% |
$44.7K - $52.9K
|
930
$81.8K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-560- 2.41% |
$44.7K - $52.9K
|
22.7K
$2M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-562- 38.08% |
$44.9K - $53.1K
|
914
$80.4K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-570- 1.21% |
$45.5K - $53.8K
|
46.4K
$4.08M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-570- 5.54% |
$45.5K - $53.8K
|
9.71K
$854K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-571- 5.33% |
$45.6K - $53.9K
|
10.1K
$891K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-573- 2.26% |
$45.8K - $54.1K
|
24.8K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-578- 4.95% |
$46.2K - $54.6K
|
11.1K
$975K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-583- 4.04% |
$46.6K - $55K
|
13.9K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-587- 2.76% |
$46.9K - $55.4K
|
20.7K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-592- 7.83% |
$47.3K - $55.9K
|
6.97K
$613K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-599- 6.1% |
$47.9K - $56.6K
|
9.23K
$811K
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-603- 19.92% |
$48.2K - $56.9K
|
2.42K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-616- 0.84% |
$49.2K - $58.2K
|
72.8K
$6.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-625- 6.7% |
$49.9K - $59K
|
8.71K
$766K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-628- 0.52% |
$50.2K - $59.3K
|
121K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-632- 15.98% |
$50.5K - $59.7K
|
3.32K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-643- 1.49% |
$51.4K - $60.7K
|
42.6K
$3.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-659- 8.37% |
$52.7K - $62.2K
|
7.22K
$635K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-667- 5.31% |
$53.3K - $63K
|
11.9K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-667- 20.1% |
$53.3K - $63K
|
2.65K
$233K
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-667- 3.29% |
$53.3K - $63K
|
19.6K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-669- 6.09% |
$53.5K - $63.2K
|
10.3K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-676- 7.42% |
$54K - $63.8K
|
8.44K
$742K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-680- 15.04% |
$54.3K - $64.2K
|
3.84K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-682- 27.26% |
$54.5K - $64.4K
|
1.82K
$160K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-684- 6.83% |
$54.7K - $64.6K
|
9.33K
$820K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-685- 2.31% |
$54.7K - $64.7K
|
29K
$2.55M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-691- 3.06% |
$55.2K - $65.2K
|
21.9K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-692- 10.95% |
$55.3K - $65.3K
|
5.63K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-695- 1.37% |
$55.5K - $65.6K
|
50.1K
$4.4M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 12.5% |
$55.9K - $66.1K
|
4.9K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-701- 0.93% |
$56K - $66.2K
|
74.3K
$6.54M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-708- 2.07% |
$56.6K - $66.8K
|
33.5K
$2.95M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-716- 4.89% |
$57.2K - $67.6K
|
13.9K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-721- 13.12% |
$57.6K - $68.1K
|
4.77K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-738- 1.92% |
$59K - $69.7K
|
37.7K
$3.31M
|