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 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.6K+ 2.21% |
$1.4M - $1.66M
|
811K
$70.9M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.6K+ 2.82% |
$1.4M - $1.66M
|
640K
$56M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
17K+ 6.08% |
$1.36M - $1.61M
|
297K
$26M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
16.9KNew |
$1.35M - $1.59M
|
16.9K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
16.9K+ 7.67% |
$1.35M - $1.59M
|
237K
$20.7M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
16.7KNew |
$1.34M - $1.58M
|
16.7K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
16.1K+ 175.96% |
$1.28M - $1.52M
|
25.2K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
15.6KNew |
$1.25M - $1.47M
|
15.6K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.4K+ 148.97% |
$1.23M - $1.46M
|
25.8K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15K+ 162.01% |
$1.2M - $1.41M
|
24.2K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14.9K+ 31.93% |
$1.19M - $1.41M
|
61.6K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 5.44% |
$1.15M - $1.36M
|
280K
$24.5M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.4KNew |
$1.15M - $1.36M
|
14.4K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
14.4K+ 25.11% |
$1.15M - $1.36M
|
71.5K
$6.26M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
13.4KNew |
$1.07M - $1.27M
|
13.4K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
13.4K+ 43.26% |
$1.07M - $1.27M
|
44.5K
$3.89M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.3K+ 28.87% |
$1.06M - $1.26M
|
59.4K
$5.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
13.3KNew |
$1.06M - $1.25M
|
13.3K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
13.2KNew |
$1.05M - $1.24M
|
13.2K
$1.15M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
13K+ 29.49% |
$1.04M - $1.22M
|
57K
$4.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.8K+ 11.67% |
$1.02M - $1.21M
|
123K
$10.7M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12.8KNew |
$1.02M - $1.21M
|
12.8K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.8K+ 386.53% |
$947K - $1.12M
|
14.9K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
11.6KNew |
$929K - $1.1M
|
11.6K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 4.18% |
$927K - $1.1M
|
289K
$25.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 43.95% |
$924K - $1.09M
|
37.9K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.5KNew |
$919K - $1.09M
|
11.5K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
11.4K+ 105.62% |
$912K - $1.08M
|
22.2K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.3K+ 63.19% |
$903K - $1.07M
|
29.2K
$2.55M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
11.3K+ 261.63% |
$899K - $1.06M
|
15.6K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 27.56% |
$894K - $1.06M
|
51.8K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
11.1K+ 30.32% |
$885K - $1.05M
|
47.6K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
11K+ 57.15% |
$879K - $1.04M
|
30.2K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11K+ 7.65% |
$877K - $1.04M
|
154K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
11K+ 7.74% |
$877K - $1.04M
|
153K
$13.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.9KNew |
$871K - $1.03M
|
10.9K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
10.8K+ 48.19% |
$866K - $1.02M
|
33.3K
$2.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
10.8K+ 3.81% |
$862K - $1.02M
|
294K
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.8K+ 111.03% |
$860K - $1.02M
|
20.5K
$1.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
10.6KNew |
$847K - $1M
|
10.6K
$927K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10.5K+ 32.39% |
$836K - $987K
|
42.7K
$3.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.4K+ 23.05% |
$831K - $982K
|
55.5K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 84.12% |
$826K - $976K
|
22.6K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.3K+ 142.16% |
$822K - $971K
|
17.5K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 181.72% |
$818K - $967K
|
15.9K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
10.2K+ 186.84% |
$815K - $963K
|
15.7K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
10.2K+ 65.21% |
$812K - $959K
|
25.7K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
10KNew |
$799K - $944K
|
10K
$875K
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
10KNew |
$799K - $944K
|
10K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.91KNew |
$792K - $936K
|
9.91K
$867K
|