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 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-237- 3.89% |
$18.9K - $22.4K
|
5.85K
$495K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-238- 3.8% |
$19K - $22.5K
|
6.02K
$509K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-238- 6.55% |
$19K - $22.5K
|
3.39K
$287K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-238- 1.99% |
$19K - $22.5K
|
11.7K
$990K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-243- 2.01% |
$19.4K - $22.9K
|
11.8K
$1M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-243- 2.97% |
$19.4K - $22.9K
|
7.94K
$672K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-245- 4.2% |
$19.6K - $23.1K
|
5.59K
$473K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-247- 3.19% |
$19.7K - $23.3K
|
7.49K
$633K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-250- 7.4% |
$20K - $23.6K
|
3.13K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-250- 5.65% |
$20K - $23.6K
|
4.18K
$353K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-250- 32.05% |
$20K - $23.6K
|
530
$44.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-253- 8.45% |
$20.2K - $23.9K
|
2.74K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-253- 2.09% |
$20.2K - $23.9K
|
11.8K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-255- 10.0% |
$20.4K - $24.1K
|
2.3K
$194K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-264- 0.92% |
$21.1K - $24.9K
|
28.5K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-265- 1.3% |
$21.2K - $25K
|
20.1K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-266- 3.0% |
$21.3K - $25.1K
|
8.61K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-272- 2.8% |
$21.7K - $25.7K
|
9.43K
$798K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-274- 6.54% |
$21.9K - $25.9K
|
3.92K
$331K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-276- 7.47% |
$22.1K - $26.1K
|
3.42K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-280- 0.89% |
$22.4K - $26.4K
|
31.1K
$2.63M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-283- 1.38% |
$22.6K - $26.7K
|
20.3K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-285- 2.06% |
$22.8K - $26.9K
|
13.6K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-289- 2.04% |
$23.1K - $27.3K
|
13.9K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-292- 92.41% |
$23.3K - $27.6K
|
24
$2.03K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-298- 2.66% |
$23.8K - $28.1K
|
10.9K
$922K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-298- 3.1% |
$23.8K - $28.1K
|
9.31K
$787K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-300- 9.11% |
$24K - $28.3K
|
2.99K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-300- 2.94% |
$24K - $28.3K
|
9.9K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-300- 19.89% |
$24K - $28.3K
|
1.21K
$102K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-303- 5.59% |
$24.2K - $28.6K
|
5.12K
$433K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 28.54% |
$24.5K - $28.9K
|
766
$64.8K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-306- 5.7% |
$24.5K - $28.9K
|
5.06K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-309- 11.41% |
$24.7K - $29.2K
|
2.4K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-310- 5.4% |
$24.8K - $29.3K
|
5.43K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-313- 7.27% |
$25K - $29.6K
|
4K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-320- 4.36% |
$25.6K - $30.2K
|
7.02K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-331- 1.69% |
$26.5K - $31.2K
|
19.3K
$1.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-335- 5.83% |
$26.8K - $31.6K
|
5.41K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-339- 1.5% |
$27.1K - $32K
|
22.2K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-341- 8.13% |
$27.2K - $32.2K
|
3.86K
$326K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-343- 7.03% |
$27.4K - $32.4K
|
4.54K
$384K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-347- 29.97% |
$27.7K - $32.8K
|
811
$68.6K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-350- 0.23% |
$28K - $33K
|
149K
$12.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-351- 1.7% |
$28K - $33.1K
|
20.4K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-357- 1.02% |
$28.5K - $33.7K
|
34.7K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-357- 9.58% |
$28.5K - $33.7K
|
3.37K
$285K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-358- 3.84% |
$28.6K - $33.8K
|
8.96K
$758K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-361- 2.91% |
$28.8K - $34.1K
|
12K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-361- 5.83% |
$28.8K - $34.1K
|
5.83K
$493K
|