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
|
American Money Management, LLC
|
SELL
|
- |
-1.18K- 3.09% |
$94K - $111K
|
36.9K
$3.12M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.18K- 15.91% |
$94.2K - $111K
|
6.23K
$528K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 10.59% |
$96.5K - $114K
|
10.2K
$863K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.24K- 9.43% |
$99.2K - $117K
|
11.9K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 29.47% |
$99.2K - $117K
|
2.97K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.25K- 24.98% |
$99.6K - $118K
|
3.75K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.25K- 10.02% |
$100K - $118K
|
11.2K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.28K- 3.62% |
$102K - $121K
|
34.1K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.28K- 4.39% |
$103K - $121K
|
28K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.29K- 18.81% |
$103K - $122K
|
5.56K
$470K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-1.3K- 86.67% |
$104K - $123K
|
200
$16.9K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-1.31K- 1.72% |
$104K - $123K
|
74.4K
$6.29M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.31K- 0.08% |
$105K - $124K
|
1.58M
$134M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 5.25% |
$108K - $127K
|
24.4K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.36K- 1.35% |
$109K - $128K
|
99.4K
$8.42M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.36K- 15.77% |
$109K - $128K
|
7.27K
$615K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-1.37K- 40.56% |
$109K - $129K
|
2.01K
$170K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.37K- 3.81% |
$110K - $130K
|
34.7K
$2.93M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.38K- 8.43% |
$110K - $130K
|
15K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.38K- 7.59% |
$111K - $131K
|
16.8K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 1.55% |
$112K - $132K
|
88.8K
$7.52M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.4K- 8.3% |
$112K - $132K
|
15.5K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.42K- 1.26% |
$113K - $134K
|
111K
$9.38M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.43K- 5.95% |
$114K - $135K
|
22.6K
$1.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.43K- 17.11% |
$114K - $135K
|
6.94K
$587K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.46K- 4.4% |
$117K - $138K
|
31.7K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.49K- 17.26% |
$119K - $140K
|
7.12K
$603K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.49K- 5.68% |
$119K - $140K
|
24.7K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.49K- 1.25% |
$119K - $141K
|
117K
$9.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.51K- 4.22% |
$121K - $143K
|
34.3K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.51K- 27.38% |
$121K - $143K
|
4.02K
$340K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.51K- 23.8% |
$121K - $143K
|
4.85K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.53K- 3.88% |
$122K - $144K
|
37.8K
$3.2M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.53K- 30.64% |
$122K - $145K
|
3.47K
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.54K- 16.09% |
$123K - $145K
|
8.03K
$680K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.6K- 23.92% |
$128K - $151K
|
5.1K
$431K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.62K- 18.07% |
$130K - $153K
|
7.35K
$622K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.64K- 9.62% |
$131K - $155K
|
15.4K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.65K- 14.4% |
$132K - $156K
|
9.82K
$831K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.65K- 20.89% |
$132K - $156K
|
6.26K
$530K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 3.14% |
$136K - $161K
|
52.6K
$4.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.71K- 6.22% |
$137K - $162K
|
25.8K
$2.19M
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.72K- 40.87% |
$138K - $163K
|
2.49K
$211K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.75K- 0.71% |
$140K - $165K
|
246K
$20.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.75K- 13.95% |
$140K - $165K
|
10.8K
$915K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.77K- 24.71% |
$141K - $167K
|
5.39K
$456K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.78K- 30.38% |
$142K - $168K
|
4.08K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.81K- 38.69% |
$144K - $170K
|
2.86K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.84K- 14.21% |
$147K - $173K
|
11.1K
$938K
|
|
|
May 15, 2024
Q1 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.84K- 10.96% |
$147K - $174K
|
15K
$1.27M
|