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 15, 2024
Q1 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.84K- 10.96% |
$147K - $174K
|
15K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.9K- 16.75% |
$152K - $180K
|
9.45K
$827K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.92K- 20.65% |
$153K - $181K
|
7.38K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.92K- 34.61% |
$154K - $182K
|
3.63K
$318K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.92K- 5.02% |
$154K - $182K
|
36.4K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.95K- 15.41% |
$156K - $184K
|
10.7K
$938K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.96K- 10.54% |
$157K - $185K
|
16.6K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.97K- 9.94% |
$157K - $186K
|
17.8K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.98K- 3.28% |
$158K - $187K
|
58.3K
$5.1M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.99K- 13.39% |
$159K - $188K
|
12.8K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2K- 4.65% |
$160K - $189K
|
41K
$3.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-2.01K- 47.03% |
$161K - $190K
|
2.27K
$198K
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.05K- 5.75% |
$164K - $193K
|
33.6K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.07K- 56.25% |
$165K - $195K
|
1.61K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.07K- 6.25% |
$166K - $196K
|
31.1K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.08K- 21.91% |
$166K - $196K
|
7.41K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 2.21% |
$166K - $196K
|
92.2K
$8.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.09K- 33.73% |
$167K - $197K
|
4.1K
$358K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 6.96% |
$167K - $197K
|
28K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.1K- 5.95% |
$167K - $198K
|
33.1K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.1K- 41.83% |
$168K - $198K
|
2.92K
$255K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.1K- 11.33% |
$168K - $198K
|
16.4K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.13K- 8.18% |
$170K - $201K
|
23.9K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.13K- 8.9% |
$170K - $201K
|
21.8K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.18K- 1.55% |
$174K - $206K
|
138K
$12.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.23K- 42.55% |
$179K - $211K
|
3.02K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.27K- 12.06% |
$182K - $215K
|
16.6K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-2.3K- 7.67% |
$184K - $217K
|
27.7K
$2.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.3K- 7.14% |
$184K - $218K
|
30K
$2.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.31K- 41.8% |
$185K - $218K
|
3.22K
$281K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.4K- 20.81% |
$192K - $227K
|
9.14K
$799K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.41K- 19.38% |
$193K - $227K
|
10K
$877K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-2.44K- 14.59% |
$195K - $230K
|
14.3K
$1.25M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.46K- 24.41% |
$197K - $232K
|
7.62K
$666K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-2.46K- 16.07% |
$197K - $232K
|
12.9K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.48K- 47.56% |
$198K - $234K
|
2.74K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-2.5K- 25.08% |
$200K - $236K
|
7.47K
$653K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.51K- 12.22% |
$201K - $237K
|
18K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.53K- 3.46% |
$202K - $239K
|
70.6K
$6.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.54K- 4.04% |
$203K - $240K
|
60.3K
$5.27M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.54K- 30.3% |
$203K - $240K
|
5.85K
$511K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.55K- 13.14% |
$204K - $241K
|
16.9K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.6K- 18.88% |
$208K - $245K
|
11.2K
$976K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.62K- 8.48% |
$209K - $247K
|
28.3K
$2.47M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.64K- 15.5% |
$211K - $250K
|
14.4K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.65K- 16.54% |
$212K - $250K
|
13.4K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.65K- 5.48% |
$212K - $250K
|
45.7K
$4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.7K- 28.37% |
$216K - $255K
|
6.82K
$597K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.75K- 4.72% |
$219K - $259K
|
55.5K
$4.85M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.75K- 54.65% |
$219K - $259K
|
2.28K
$199K
|