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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-751- 0.68% |
$60K - $70.9K
|
110K
$9.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-753- 20.65% |
$60.2K - $71.1K
|
2.89K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-757- 3.28% |
$60.5K - $71.5K
|
22.3K
$1.95M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-758- 2.3% |
$60.6K - $71.6K
|
32.2K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
SELL
|
- |
-758- 2.09% |
$60.6K - $71.6K
|
35.4K
$3.1M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-778- 12.7% |
$62.2K - $73.5K
|
5.35K
$468K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-790- 13.88% |
$63.1K - $74.6K
|
4.9K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-800- 4.73% |
$63.9K - $75.5K
|
16.1K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-800- 12.72% |
$63.9K - $75.5K
|
5.49K
$480K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-801- 9.08% |
$64K - $75.6K
|
8.02K
$702K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-801- 0.14% |
$64K - $75.6K
|
587K
$51.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-814- 0.94% |
$65K - $76.8K
|
85.5K
$7.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-814- 0.67% |
$65K - $76.8K
|
121K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-815- 12.17% |
$65.1K - $76.9K
|
5.88K
$515K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-819- 32.75% |
$65.4K - $77.3K
|
1.68K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-819- 2.09% |
$65.4K - $77.3K
|
38.3K
$3.35M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-819- 5.15% |
$65.4K - $77.3K
|
15.1K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-822- 3.34% |
$65.7K - $77.6K
|
23.8K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-843- 7.84% |
$67.4K - $79.6K
|
9.91K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-849- 12.07% |
$67.8K - $80.2K
|
6.18K
$541K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-853- 4.32% |
$68.2K - $80.5K
|
18.9K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-890- 2.7% |
$71.1K - $84K
|
32K
$2.8M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-909- 6.13% |
$72.6K - $85.8K
|
13.9K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-943- 1.78% |
$75.4K - $89K
|
52.2K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-945- 49.74% |
$75.5K - $89.2K
|
955
$83.5K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-946- 6.34% |
$75.6K - $89.3K
|
14K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-950- 7.19% |
$75.9K - $89.7K
|
12.3K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-957- 6.8% |
$76.5K - $90.4K
|
13.1K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-963- 1.64% |
$77K - $90.9K
|
57.9K
$5.07M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-964- 24.5% |
$77K - $91K
|
2.97K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-966- 30.51% |
$77.2K - $91.2K
|
2.2K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-966- 50.66% |
$77.2K - $91.2K
|
941
$82.3K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-981- 9.72% |
$78.4K - $92.6K
|
9.11K
$797K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-982- 52.63% |
$78.5K - $92.7K
|
884
$77.3K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-983- 17.03% |
$78.6K - $92.8K
|
4.79K
$419K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1K- 12.38% |
$80.1K - $94.7K
|
7.1K
$621K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-1K- 2.9% |
$80.1K - $94.7K
|
33.5K
$2.93M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.01K- 6.58% |
$80.5K - $95.1K
|
14.3K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.02K- 19.08% |
$81.4K - $96.2K
|
4.32K
$378K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.04K- 4.64% |
$82.8K - $97.8K
|
21.3K
$1.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.05K- 24.63% |
$83.5K - $98.7K
|
3.2K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.05K- 19.65% |
$83.9K - $99.1K
|
4.29K
$376K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 15.78% |
$85K - $100K
|
5.68K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.06K- 27.53% |
$85K - $100K
|
2.8K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.07K- 28.78% |
$85.4K - $101K
|
2.65K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.07K- 14.44% |
$85.7K - $101K
|
6.35K
$556K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 4.31% |
$88.1K - $104K
|
24.5K
$2.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.13K- 19.06% |
$90.2K - $107K
|
4.79K
$419K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.13K- 10.52% |
$90.4K - $107K
|
9.62K
$842K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.14K- 13.24% |
$90.7K - $107K
|
7.44K
$651K
|