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 |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-17.7K- 68.04% |
$1.41M - $1.67M
|
8.29K
$725K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-17.7K- 88.03% |
$1.42M - $1.67M
|
2.41K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17.9K- 20.13% |
$1.43M - $1.69M
|
71K
$6.21M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.4K- 91.25% |
$1.47M - $1.74M
|
1.76K
$154K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.1K- 23.56% |
$1.53M - $1.8M
|
62K
$5.42M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.3K- 11.95% |
$1.54M - $1.82M
|
142K
$12.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.3K- 22.69% |
$1.54M - $1.82M
|
65.8K
$5.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19.5K- 65.87% |
$1.56M - $1.84M
|
10.1K
$884K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-19.5K- 32.76% |
$1.56M - $1.84M
|
40.1K
$3.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19.6K- 38.34% |
$1.57M - $1.85M
|
31.5K
$2.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-19.9K- 10.85% |
$1.59M - $1.88M
|
163K
$14.3M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-20.5K- 12.82% |
$1.64M - $1.93M
|
139K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-20.7K- 8.38% |
$1.65M - $1.95M
|
226K
$19.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20.7K- 99.98% |
$1.66M - $1.96M
|
5
$437
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.3K- 86.3% |
$1.7M - $2.01M
|
3.39K
$296K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-21.3K- 37.21% |
$1.71M - $2.02M
|
36K
$3.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-22.3K- 29.03% |
$1.78M - $2.1M
|
54.4K
$4.76M
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-22.3K- 8.34% |
$1.78M - $2.11M
|
245K
$21.4M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-22.4K- 78.02% |
$1.79M - $2.11M
|
6.3K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-22.6K- 29.44% |
$1.81M - $2.14M
|
54.2K
$4.74M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-22.7K- 5.02% |
$1.82M - $2.15M
|
430K
$37.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-22.9K- 18.28% |
$1.83M - $2.16M
|
102K
$8.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.5K- 4.4% |
$1.88M - $2.22M
|
510K
$44.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-23.9K- 63.2% |
$1.91M - $2.26M
|
13.9K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-24.1K- 83.15% |
$1.93M - $2.28M
|
4.89K
$428K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-24.2K- 44.77% |
$1.94M - $2.29M
|
29.9K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-24.6K- 14.8% |
$1.97M - $2.32M
|
142K
$12.4M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.8K- 28.37% |
$1.98M - $2.34M
|
62.7K
$5.48M
|
|
|
May 14, 2024
Q1 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24.9K- 27.69% |
$1.99M - $2.35M
|
65.1K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-25.3K- 55.28% |
$2.02M - $2.39M
|
20.5K
$1.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-26.4K- 45.5% |
$2.11M - $2.49M
|
31.6K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.6K- 64.06% |
$2.2M - $2.6M
|
15.5K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-28.2K- 90.35% |
$2.25M - $2.66M
|
3.01K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29K- 5.71% |
$2.32M - $2.74M
|
479K
$41.9M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29.1K- 22.3% |
$2.33M - $2.75M
|
101K
$8.88M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-30.1K- 26.57% |
$2.41M - $2.85M
|
83.3K
$7.29M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-30.4K- 60.92% |
$2.43M - $2.87M
|
19.5K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-32.4K- 19.17% |
$2.59M - $3.06M
|
137K
$12M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-33.1K- 91.12% |
$2.64M - $3.12M
|
3.22K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-33.6K- 50.04% |
$2.68M - $3.17M
|
33.5K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33.7K- 15.51% |
$2.69M - $3.18M
|
183K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-34K- 67.96% |
$2.72M - $3.21M
|
16K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-34.3K- 32.88% |
$2.74M - $3.24M
|
70.1K
$6.13M
|
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-35.2K- 13.45% |
$2.81M - $3.32M
|
227K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-37.2K- 55.42% |
$2.98M - $3.52M
|
30K
$2.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-37.9K- 35.63% |
$3.03M - $3.57M
|
68.4K
$5.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-37.9K- 26.8% |
$3.03M - $3.58M
|
103K
$9.05M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-38.2K- 24.24% |
$3.05M - $3.6M
|
119K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-40.1K- 33.62% |
$3.2M - $3.78M
|
79.2K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.5K- 41.87% |
$3.24M - $3.83M
|
56.3K
$4.92M
|