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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
9.9K+ 30.47% |
$791K - $934K
|
42.4K
$3.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9.81K+ 8.31% |
$784K - $926K
|
128K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.78K+ 23.7% |
$782K - $924K
|
51.1K
$4.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
9.49K+ 6.03% |
$759K - $896K
|
167K
$14.6M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
9.3K+ 45.46% |
$743K - $878K
|
29.8K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
9.3KNew |
$743K - $878K
|
9.3K
$813K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.29K+ 20.04% |
$742K - $877K
|
55.6K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.28K+ 0.75% |
$741K - $876K
|
1.25M
$109M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.92K+ 10.05% |
$713K - $842K
|
97.7K
$8.54M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
8.8K+ 31.8% |
$703K - $831K
|
36.5K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.7KNew |
$695K - $821K
|
8.7K
$761K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.66K+ 34.05% |
$692K - $817K
|
34.1K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.47K+ 3.32% |
$677K - $799K
|
263K
$23M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8.36K+ 23.68% |
$668K - $789K
|
43.7K
$3.82M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.29K+ 53.93% |
$662K - $782K
|
23.7K
$2.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8.21KNew |
$656K - $775K
|
8.21K
$718K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.02K+ 9541.67% |
$640K - $757K
|
8.1K
$708K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.97K+ 7.72% |
$637K - $753K
|
111K
$9.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
7.95K+ 45.84% |
$635K - $750K
|
25.3K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.87KNew |
$629K - $743K
|
7.87K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
7.67K+ 8.63% |
$613K - $724K
|
96.5K
$8.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
7.66K+ 158.59% |
$612K - $723K
|
12.5K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.6K+ 39.24% |
$607K - $717K
|
27K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
7.57KNew |
$605K - $715K
|
7.57K
$662K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.56K+ 47.42% |
$604K - $714K
|
23.5K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.45K+ 4.49% |
$595K - $703K
|
173K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.42KNew |
$593K - $701K
|
7.42K
$649K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
7.37K+ 13.17% |
$589K - $696K
|
63.4K
$5.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.35KNew |
$587K - $694K
|
7.35K
$643K
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
7.1K+ 48.97% |
$567K - $670K
|
21.6K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
7.1K+ 236.67% |
$567K - $670K
|
10.1K
$883K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6.97K+ 14.71% |
$557K - $658K
|
54.4K
$4.76M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
6.95KNew |
$555K - $656K
|
6.95K
$608K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.89KNew |
$550K - $650K
|
6.89K
$602K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.82K+ 12.17% |
$545K - $644K
|
62.9K
$5.5M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.81K+ 1.99% |
$544K - $643K
|
349K
$30.5M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
6.81K+ 11.33% |
$544K - $643K
|
66.9K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.79K+ 20.73% |
$543K - $641K
|
39.6K
$3.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 18.99% |
$542K - $641K
|
42.5K
$3.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 65.52% |
$533K - $629K
|
16.8K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
6.63K+ 3.9% |
$530K - $626K
|
176K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.52K+ 30.81% |
$521K - $616K
|
27.7K
$2.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.51K+ 8.58% |
$520K - $615K
|
82.4K
$7.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.5K+ 17.72% |
$520K - $614K
|
43.2K
$3.78M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
BUY
|
- |
6.41K+ 31.66% |
$513K - $606K
|
26.7K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6.31K+ 30.63% |
$504K - $596K
|
26.9K
$2.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
6.3KNew |
$503K - $595K
|
6.3K
$551K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.3KNew |
$503K - $594K
|
6.3K
$551K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.24K+ 15.65% |
$499K - $589K
|
46.1K
$4.03M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.14K+ 6.05% |
$490K - $579K
|
108K
$9.42M
|