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 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-8.09K- 47.01% |
$646K - $763K
|
9.12K
$797K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-8.15K- 8.4% |
$652K - $770K
|
88.9K
$7.77M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-8.4K- 4.94% |
$671K - $793K
|
162K
$14.1M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.61K- 23.7% |
$688K - $813K
|
27.7K
$2.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-8.67K- 32.65% |
$693K - $818K
|
17.9K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.7K- 8.01% |
$695K - $822K
|
100K
$8.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-8.72K- 11.87% |
$696K - $823K
|
64.7K
$5.66M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.75K- 7.55% |
$699K - $826K
|
107K
$9.38M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.79K- 36.14% |
$702K - $829K
|
15.5K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.19K- 4.82% |
$734K - $867K
|
181K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-9.38K- 33.4% |
$749K - $885K
|
18.7K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.46K- 57.41% |
$756K - $893K
|
7.02K
$614K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.73K- 12.86% |
$777K - $918K
|
65.9K
$5.76M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.96K- 76.48% |
$796K - $940K
|
3.06K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.99K- 56.75% |
$798K - $943K
|
7.61K
$666K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10K- 1.56% |
$799K - $944K
|
630K
$55.1M
|
|
|
May 15, 2024
Q1 2024
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10K- 21.6% |
$799K - $944K
|
36.3K
$3.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10.1K- 56.02% |
$803K - $949K
|
7.89K
$690K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.1K- 16.38% |
$806K - $952K
|
51.5K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.1K- 5.0% |
$810K - $957K
|
193K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-10.3K- 9.6% |
$825K - $975K
|
97.2K
$8.5M
|
|
|
May 15, 2024
Q1 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-10.4K- 47.08% |
$832K - $983K
|
11.7K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.9K- 16.1% |
$872K - $1.03M
|
56.9K
$4.97M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-11K- 28.82% |
$876K - $1.04M
|
27.1K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-11.1K- 25.31% |
$891K - $1.05M
|
32.9K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.2K- 66.02% |
$894K - $1.06M
|
5.76K
$504K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 1.13% |
$956K - $1.13M
|
1.04M
$91.2M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-12K- 0.9% |
$959K - $1.13M
|
1.32M
$115M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-12.2K- 10.45% |
$978K - $1.16M
|
105K
$9.17M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.3K- 73.61% |
$983K - $1.16M
|
4.41K
$386K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.3K- 0.89% |
$984K - $1.16M
|
1.37M
$120M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-12.4K- 23.87% |
$993K - $1.17M
|
39.6K
$3.47M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-12.4K- 14.41% |
$994K - $1.17M
|
73.8K
$6.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.9K- 33.65% |
$1.03M - $1.22M
|
25.5K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-13.3K- 6.52% |
$1.06M - $1.25M
|
191K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13.4K- 22.2% |
$1.07M - $1.27M
|
47K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13.8K- 42.53% |
$1.1M - $1.3M
|
18.6K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-13.8K- 53.31% |
$1.11M - $1.31M
|
12.1K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-14K- 23.88% |
$1.12M - $1.33M
|
44.8K
$3.91M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.1K- 43.17% |
$1.13M - $1.33M
|
18.5K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.7K- 7.14% |
$1.18M - $1.39M
|
191K
$16.7M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.2K- 14.19% |
$1.21M - $1.43M
|
91.8K
$8.03M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 95.85% |
$1.22M - $1.44M
|
659
$57.6K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-15.3K- 22.15% |
$1.23M - $1.45M
|
53.9K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-15.4K- 70.15% |
$1.23M - $1.45M
|
6.55K
$573K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-15.8K- 41.47% |
$1.26M - $1.49M
|
22.3K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16K- 0.36% |
$1.27M - $1.51M
|
4.39M
$384M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.3K- 9.25% |
$1.38M - $1.64M
|
170K
$14.9M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17.4K- 15.23% |
$1.39M - $1.64M
|
96.7K
$8.45M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-17.7K- 68.04% |
$1.41M - $1.67M
|
8.29K
$725K
|