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 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
333+ 1.04% |
$26.6K - $31.4K
|
32.3K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
331+ 13.4% |
$26.5K - $31.2K
|
2.8K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
331+ 2.75% |
$26.5K - $31.2K
|
12.4K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
330+ 1.01% |
$26.4K - $31.2K
|
33K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
326+ 8.69% |
$26.1K - $30.8K
|
4.08K
$345K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
324+ 13.22% |
$25.9K - $30.6K
|
2.78K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
324+ 1.54% |
$25.9K - $30.6K
|
21.3K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
322+ 3.81% |
$25.7K - $30.4K
|
8.77K
$742K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$27K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$27K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
313+ 5.0% |
$25K - $29.6K
|
6.58K
$556K
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
307+ 2.87% |
$24.5K - $29K
|
11K
$929K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
305+ 4.73% |
$24.4K - $28.8K
|
6.76K
$572K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
305+ 0.83% |
$24.4K - $28.8K
|
37.2K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
305+ 5.25% |
$24.4K - $28.8K
|
6.12K
$517K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
291+ 30.89% |
$23.3K - $27.5K
|
1.23K
$104K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
290+ 125.0% |
$23.2K - $27.4K
|
522
$44.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
289+ 73.16% |
$23.1K - $27.3K
|
684
$57.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
289+ 4.34% |
$23.1K - $27.3K
|
6.95K
$588K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
289+ 9.45% |
$23.1K - $27.3K
|
3.35K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
287+ 2.72% |
$22.9K - $27.1K
|
10.8K
$916K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
286+ 1.02% |
$22.9K - $27K
|
28.2K
$2.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
286+ 7.42% |
$22.9K - $27K
|
4.14K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
284+ 0.79% |
$22.7K - $26.8K
|
36.3K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
282+ 9.6% |
$22.5K - $26.6K
|
3.22K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
280+ 6.23% |
$22.4K - $26.4K
|
4.78K
$404K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
277+ 2.51% |
$22.1K - $26.2K
|
11.3K
$958K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
277+ 5.69% |
$22.1K - $26.2K
|
5.15K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
271+ 0.67% |
$21.7K - $25.6K
|
40.6K
$3.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
270+ 3.67% |
$21.6K - $25.5K
|
7.62K
$644K
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
265+ 0.56% |
$21.2K - $25K
|
47.3K
$4M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
265+ 0.08% |
$21.2K - $25K
|
340K
$28.7M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
264+ 2.08% |
$21.1K - $24.9K
|
12.9K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
259+ 8.69% |
$20.7K - $24.5K
|
3.24K
$274K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
259+ 74.21% |
$20.7K - $24.5K
|
608
$51.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
258+ 8.5% |
$20.6K - $24.4K
|
3.3K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
255+ 2.34% |
$20.4K - $24.1K
|
11.2K
$943K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
251+ 0.57% |
$20.1K - $23.7K
|
44.6K
$3.77M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
250New |
$20K - $23.6K
|
250
$21.1K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
250+ 2.36% |
$20K - $23.6K
|
10.8K
$915K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
247+ 1.63% |
$19.7K - $23.3K
|
15.4K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Menlo Advisors LLC
|
BUY
|
- |
245+ 0.39% |
$19.6K - $23.1K
|
62.7K
$5.3M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
245+ 4.16% |
$19.6K - $23.1K
|
6.14K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
238+ 6.82% |
$19K - $22.5K
|
3.73K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
230+ 1.15% |
$18.4K - $21.7K
|
20.3K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
228+ 3800.0% |
$18.2K - $21.5K
|
234
$19.8K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
225+ 6.58% |
$18K - $21.2K
|
3.64K
$308K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
223+ 1.38% |
$17.8K - $21.1K
|
16.4K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
218+ 2.03% |
$17.4K - $20.6K
|
10.9K
$925K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
214+ 0.9% |
$17.1K - $20.2K
|
23.9K
$2.02M
|