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 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
36+ 3.26% |
$2.88K - $3.4K
|
1.14K
$96.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
36+ 0.76% |
$2.88K - $3.4K
|
4.76K
$403K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
35+ 2.66% |
$2.8K - $3.3K
|
1.35K
$114K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
34+ 1.27% |
$2.72K - $3.21K
|
2.72K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.38% |
$2.72K - $3.21K
|
8.99K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
33+ 0.84% |
$2.64K - $3.12K
|
3.98K
$337K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
32+ 0.35% |
$2.56K - $3.02K
|
9.22K
$779K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
31+ 0.78% |
$2.48K - $2.93K
|
4K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
31+ 0.78% |
$2.48K - $2.93K
|
4K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
30New |
$2.4K - $2.83K
|
30
$2.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 0.67% |
$2.24K - $2.64K
|
4.22K
$357K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.11% |
$2.16K - $2.55K
|
24K
$2.03M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
27New |
$2.16K - $2.55K
|
27
$2.28K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
26+ 0.64% |
$2.08K - $2.45K
|
4.06K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
26+ 2.02% |
$2.08K - $2.45K
|
1.31K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
25+ 0.33% |
$2K - $2.36K
|
7.68K
$649K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
24+ 0.03% |
$1.92K - $2.27K
|
93.8K
$7.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
24+ 0.3% |
$1.92K - $2.27K
|
7.93K
$670K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23+ 2.63% |
$1.84K - $2.17K
|
896
$75.8K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.81% |
$1.84K - $2.17K
|
2.86K
$242K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 2.19% |
$1.84K - $2.17K
|
1.08K
$90.9K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 13.46% |
$1.68K - $1.98K
|
177
$15K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
17+ 0.66% |
$1.36K - $1.6K
|
2.6K
$220K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17+ 0.64% |
$1.36K - $1.6K
|
2.67K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
16+ 0.26% |
$1.28K - $1.51K
|
6.27K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.12% |
$1.28K - $1.51K
|
13.8K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
15+ 11.72% |
$1.2K - $1.42K
|
143
$12.1K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14New |
$1.12K - $1.32K
|
14
$1.18K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
14+ 9.33% |
$1.12K - $1.32K
|
164
$13.9K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
13+ 0.28% |
$1.04K - $1.23K
|
4.64K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
13+ 0.47% |
$1.04K - $1.23K
|
2.76K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11+ 0.26% |
$879 - $1.04K
|
4.25K
$359K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
11+ 0.23% |
$879 - $1.04K
|
4.86K
$411K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 0.06% |
$879 - $1.04K
|
19.5K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 0.82% |
$879 - $1.04K
|
1.35K
$114K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10+ 0.1% |
$799 - $944
|
9.58K
$810K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10+ 0.16% |
$799 - $944
|
6.3K
$533K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
10+ 0.12% |
$799 - $944
|
8.05K
$681K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9+ 0.19% |
$719 - $850
|
4.63K
$391K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
7New |
$559 - $661
|
7
$592
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.73% |
$479 - $566
|
827
$69.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.07% |
$479 - $566
|
9.03K
$763K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.7% |
$479 - $566
|
868
$73.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
6+ 0.21% |
$479 - $566
|
2.85K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
6+ 0.76% |
$479 - $566
|
798
$67.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.03% |
$400 - $472
|
16K
$1.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$400 - $472
|
20.2K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 33.33% |
$400 - $472
|
20
$1.69K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$400 - $472
|
604
$51.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4+ 0.02% |
$320 - $378
|
20.3K
$1.72M
|