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 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
212+ 1.25% |
$16.9K - $20K
|
17.2K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
207+ 1.21% |
$16.5K - $19.5K
|
17.4K
$1.47M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
205+ 1.23% |
$16.4K - $19.4K
|
16.8K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
203+ 47.1% |
$16.2K - $19.2K
|
634
$53.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
199+ 6.95% |
$15.9K - $18.8K
|
3.06K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
198+ 5.47% |
$15.8K - $18.7K
|
3.82K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
198+ 4.07% |
$15.8K - $18.7K
|
5.06K
$428K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
191+ 1.19% |
$15.3K - $18K
|
16.3K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
190+ 1.38% |
$15.2K - $17.9K
|
14K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
185+ 3.04% |
$14.8K - $17.5K
|
6.27K
$530K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
181+ 4.09% |
$14.5K - $17.1K
|
4.61K
$389K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
179+ 0.88% |
$14.3K - $16.9K
|
20.6K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
177+ 71.08% |
$14.1K - $16.7K
|
426
$36K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
176+ 2.57% |
$14.1K - $16.6K
|
7.03K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
176+ 5.71% |
$14.1K - $16.6K
|
3.26K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
171+ 4.2% |
$13.7K - $16.1K
|
4.24K
$359K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
170+ 6.75% |
$13.6K - $16K
|
2.69K
$227K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
170+ 11.16% |
$13.6K - $16K
|
1.69K
$143K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 0.4% |
$13.2K - $15.6K
|
41.7K
$3.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
160+ 0.61% |
$12.8K - $15.1K
|
26.4K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
160+ 3.69% |
$12.8K - $15.1K
|
4.5K
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
158+ 29.26% |
$12.6K - $14.9K
|
698
$59K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
154+ 3.57% |
$12.3K - $14.5K
|
4.47K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150+ 4.53% |
$12K - $14.2K
|
3.46K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
149+ 2.96% |
$11.9K - $14.1K
|
5.19K
$439K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
148+ 0.95% |
$11.8K - $14K
|
15.7K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
146+ 12.11% |
$11.7K - $13.8K
|
1.35K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
146+ 2.35% |
$11.7K - $13.8K
|
6.35K
$537K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
143New |
$11.4K - $13.5K
|
143
$12.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
142+ 15.25% |
$11.3K - $13.4K
|
1.07K
$90.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
136+ 3.19% |
$10.9K - $12.8K
|
4.4K
$372K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
130+ 1.56% |
$10.4K - $12.3K
|
8.44K
$714K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
128+ 0.87% |
$10.2K - $12.1K
|
14.9K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
128+ 0.18% |
$10.2K - $12.1K
|
72.4K
$6.12M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
128New |
$10.2K - $12.1K
|
128
$10.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
126+ 4.04% |
$10.1K - $11.9K
|
3.25K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
125+ 0.89% |
$9.99K - $11.8K
|
14.1K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
124+ 0.07% |
$9.91K - $11.7K
|
185K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
119+ 0.64% |
$9.51K - $11.2K
|
18.8K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
118New |
$9.43K - $11.1K
|
118
$9.98K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
118+ 1.91% |
$9.43K - $11.1K
|
6.31K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
118+ 1.69% |
$9.43K - $11.1K
|
7.09K
$599K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 1.0% |
$9.35K - $11K
|
11.8K
$997K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
117+ 0.38% |
$9.35K - $11K
|
30.7K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
116+ 263.64% |
$9.27K - $11K
|
160
$13.5K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
115+ 0.58% |
$9.19K - $10.9K
|
19.8K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
114+ 14.96% |
$9.11K - $10.8K
|
876
$74.1K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
113+ 2.11% |
$9.03K - $10.7K
|
5.46K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
113+ 15.65% |
$9.03K - $10.7K
|
835
$70.6K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
113+ 56.78% |
$9.03K - $10.7K
|
312
$26.4K
|