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
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.16KNew |
$172K - $203K
|
2.16K
$182K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.15KNew |
$171K - $203K
|
2.15K
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.15KNew |
$171K - $203K
|
2.15K
$182K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.15K+ 3.35% |
$171K - $203K
|
66.2K
$5.6M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$181K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$181K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.13KNew |
$171K - $201K
|
2.13K
$181K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
2.13KNew |
$170K - $201K
|
2.13K
$180K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.12K+ 1.94% |
$170K - $200K
|
112K
$9.46M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.12KNew |
$170K - $200K
|
2.12K
$180K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.12K+ 42.0% |
$169K - $200K
|
7.17K
$607K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.09K+ 4.24% |
$167K - $198K
|
51.5K
$4.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.09K+ 8.33% |
$167K - $197K
|
27.1K
$2.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.08K+ 12.22% |
$167K - $197K
|
19.1K
$1.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.06K+ 56.95% |
$165K - $195K
|
5.68K
$481K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
2K+ 18.77% |
$160K - $189K
|
12.7K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2K+ 70.18% |
$160K - $189K
|
4.85K
$411K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.98K+ 8.68% |
$158K - $187K
|
24.7K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.92K+ 5.91% |
$154K - $181K
|
34.4K
$2.92M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.89K+ 3.09% |
$151K - $179K
|
63.2K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 0.64% |
$151K - $178K
|
297K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.88K+ 28.78% |
$150K - $177K
|
8.4K
$711K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.85K+ 28.42% |
$148K - $175K
|
8.37K
$709K
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
1.85K+ 10.91% |
$148K - $175K
|
18.8K
$1.59M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.85K+ 15.17% |
$148K - $175K
|
14K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.85K+ 1.92% |
$148K - $174K
|
98.2K
$8.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 2.63% |
$146K - $173K
|
71.4K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.83KNew |
$146K - $173K
|
1.83K
$155K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.83K+ 4.57% |
$146K - $172K
|
41.8K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.81K+ 4.23% |
$144K - $171K
|
44.5K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.79KNew |
$143K - $169K
|
1.79K
$151K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.73K+ 2.52% |
$138K - $163K
|
70.2K
$5.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.71KNew |
$137K - $162K
|
1.71K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.7K+ 48.6% |
$136K - $160K
|
5.2K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 5.58% |
$135K - $160K
|
32K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
1.69K+ 10.89% |
$135K - $159K
|
17.2K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.63K+ 0.99% |
$130K - $153K
|
166K
$14M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.6K+ 4.71% |
$128K - $151K
|
35.6K
$3.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.59K+ 128.35% |
$127K - $150K
|
2.83K
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.59K+ 10.87% |
$127K - $150K
|
16.2K
$1.37M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.56K+ 1.4% |
$125K - $147K
|
113K
$9.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.56K+ 5.04% |
$124K - $147K
|
32.5K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.55K+ 14.05% |
$123K - $146K
|
12.5K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.54K+ 12.14% |
$123K - $145K
|
14.2K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.53K+ 7.37% |
$123K - $145K
|
22.3K
$1.89M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.53K+ 13.31% |
$122K - $144K
|
13K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
1.52K+ 134.01% |
$121K - $143K
|
2.65K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.5K+ 6.35% |
$120K - $142K
|
25.1K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.48K+ 48.06% |
$118K - $139K
|
4.55K
$385K
|