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 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.77K- 2.99% |
$221K - $261K
|
89.9K
$7.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-2.77K- 36.26% |
$221K - $262K
|
4.87K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2.77K- 19.07% |
$222K - $262K
|
11.8K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.78K- 6.09% |
$222K - $262K
|
42.8K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.78K- 5.33% |
$222K - $262K
|
49.3K
$4.32M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.8K- 21.32% |
$224K - $264K
|
10.3K
$903K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.84K- 34.57% |
$227K - $268K
|
5.38K
$470K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.85K- 6.31% |
$228K - $269K
|
42.4K
$3.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.87K- 13.77% |
$230K - $271K
|
18K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.88K- 60.6% |
$230K - $272K
|
1.87K
$164K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.93K- 4.41% |
$234K - $276K
|
63.4K
$5.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.93K- 18.33% |
$234K - $276K
|
13K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.94K- 24.39% |
$235K - $277K
|
9.1K
$796K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.94K- 32.83% |
$235K - $278K
|
6.02K
$526K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3K- 31.88% |
$240K - $283K
|
6.41K
$561K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-3.02K- 26.44% |
$242K - $285K
|
8.41K
$736K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3.05K- 6.46% |
$243K - $287K
|
44.1K
$3.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.08K- 2.31% |
$246K - $290K
|
130K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-3.12K- 54.31% |
$249K - $295K
|
2.63K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.14K- 1.32% |
$251K - $297K
|
235K
$20.6M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.18K- 16.13% |
$254K - $300K
|
16.5K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.2K- 31.22% |
$256K - $302K
|
7.05K
$617K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.25K- 16.51% |
$260K - $307K
|
16.4K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.41K- 3.8% |
$273K - $322K
|
86.5K
$7.57M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-3.48K- 4.94% |
$278K - $329K
|
67K
$5.86M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.5K- 18.07% |
$280K - $330K
|
15.9K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.55K- 5.31% |
$283K - $335K
|
63.3K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.58K- 11.46% |
$286K - $338K
|
27.6K
$2.42M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.6K- 29.24% |
$288K - $340K
|
8.71K
$761K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.64K- 7.1% |
$291K - $344K
|
47.6K
$4.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.68K- 28.29% |
$294K - $348K
|
9.34K
$817K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.73K- 8.74% |
$298K - $352K
|
38.9K
$3.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.74K- 33.85% |
$298K - $353K
|
7.3K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.75K- 2.66% |
$299K - $354K
|
137K
$12M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.75K- 6.33% |
$299K - $354K
|
55.4K
$4.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.76K- 37.21% |
$301K - $355K
|
6.35K
$555K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-3.78K- 15.83% |
$302K - $357K
|
20.1K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.79K- 20.16% |
$303K - $358K
|
15K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-3.81K- 48.05% |
$305K - $360K
|
4.12K
$361K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.82K- 6.03% |
$305K - $360K
|
59.5K
$5.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.83K- 10.74% |
$306K - $362K
|
31.9K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.94K- 32.21% |
$315K - $372K
|
8.29K
$725K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3.98K- 85.03% |
$318K - $375K
|
700
$61.2K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 45.78% |
$329K - $388K
|
4.87K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.18K- 7.95% |
$334K - $394K
|
48.4K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-4.18K- 87.63% |
$334K - $395K
|
590
$51.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-4.2K- 1.15% |
$336K - $397K
|
361K
$31.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.2K- 37.86% |
$336K - $397K
|
6.9K
$604K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.25K- 8.2% |
$340K - $401K
|
47.6K
$4.16M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-4.34K- 14.15% |
$347K - $410K
|
26.3K
$2.3M
|