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 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
933+ 13.49% |
$74.6K - $88.1K
|
7.85K
$664K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
927+ 13.95% |
$74.1K - $87.5K
|
7.57K
$641K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
907+ 30.32% |
$72.5K - $85.6K
|
3.9K
$330K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
904+ 7.45% |
$72.2K - $85.3K
|
13K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
900+ 34.16% |
$71.9K - $85K
|
3.54K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
900New |
$71.9K - $85K
|
900
$76.2K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
900+ 1.12% |
$71.9K - $85K
|
81.6K
$6.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
889+ 4.29% |
$71K - $83.9K
|
21.6K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
883+ 2.47% |
$70.6K - $83.4K
|
36.7K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
881+ 60.38% |
$70.4K - $83.2K
|
2.34K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
878+ 11.94% |
$70.2K - $82.9K
|
8.23K
$697K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
850+ 62.09% |
$67.9K - $80.2K
|
2.22K
$188K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
824+ 8.02% |
$65.8K - $77.8K
|
11.1K
$939K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
820+ 17.73% |
$65.5K - $77.4K
|
5.44K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
803+ 8.91% |
$64.2K - $75.8K
|
9.82K
$831K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
800+ 2.98% |
$63.9K - $75.5K
|
27.6K
$2.34M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
785+ 15.59% |
$62.7K - $74.1K
|
5.82K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
785+ 5.7% |
$62.7K - $74.1K
|
14.6K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
774+ 5.3% |
$61.9K - $73.1K
|
15.4K
$1.3M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
759+ 1.33% |
$60.7K - $71.7K
|
57.7K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
748+ 6.57% |
$59.8K - $70.6K
|
12.1K
$1.03M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
747+ 21.23% |
$59.7K - $70.5K
|
4.27K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
732+ 9.55% |
$58.5K - $69.1K
|
8.4K
$711K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
731+ 5.39% |
$58.4K - $69K
|
14.3K
$1.21M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
723+ 1.4% |
$57.8K - $68.3K
|
52.4K
$4.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
715+ 1.83% |
$57.1K - $67.5K
|
39.9K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
713New |
$57K - $67.3K
|
713
$60.3K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
700+ 14.29% |
$55.9K - $66.1K
|
5.6K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
699+ 21.33% |
$55.9K - $66K
|
3.98K
$337K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
694+ 5.86% |
$55.5K - $65.5K
|
12.5K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
688+ 5.06% |
$55K - $65K
|
14.3K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
680+ 26.26% |
$54.3K - $64.2K
|
3.27K
$277K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
676+ 6.95% |
$54K - $63.8K
|
10.4K
$880K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
665+ 21.07% |
$53.1K - $62.8K
|
3.82K
$323K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
656+ 6.27% |
$52.4K - $61.9K
|
11.1K
$941K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
656+ 14.19% |
$52.4K - $61.9K
|
5.28K
$447K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
654+ 12.52% |
$52.3K - $61.7K
|
5.88K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
650+ 8.4% |
$51.9K - $61.4K
|
8.39K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
635+ 16.85% |
$50.7K - $60K
|
4.4K
$373K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
632+ 1.77% |
$50.5K - $59.7K
|
36.4K
$3.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
630+ 0.89% |
$50.3K - $59.5K
|
71.5K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
626New |
$50K - $59.1K
|
626
$53K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
622+ 0.57% |
$49.7K - $58.7K
|
110K
$9.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
618+ 14.35% |
$49.4K - $58.3K
|
4.93K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
606+ 10.74% |
$48.4K - $57.2K
|
6.25K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
602+ 2.73% |
$48.1K - $56.8K
|
22.6K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
596+ 1.66% |
$47.6K - $56.3K
|
36.6K
$3.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
595+ 18.46% |
$47.5K - $56.2K
|
3.82K
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
590New |
$47.1K - $55.7K
|
590
$49.9K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
590+ 14.89% |
$47.1K - $55.7K
|
4.55K
$385K
|