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 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
38.3K+ 964.6% |
$3.06M - $3.61M
|
42.3K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.8K+ 15.25% |
$3.02M - $3.57M
|
286K
$24.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37KNew |
$2.95M - $3.49M
|
37K
$3.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
36.9KNew |
$2.95M - $3.49M
|
36.9K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
36.5KNew |
$2.92M - $3.45M
|
36.5K
$3.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
36.2KNew |
$2.89M - $3.42M
|
36.2K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
35KNew |
$2.8M - $3.3M
|
35K
$2.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
34.4KNew |
$2.75M - $3.25M
|
34.4K
$2.91M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.6K+ 34.5% |
$2.68M - $3.17M
|
131K
$11.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
32.4K+ 109.27% |
$2.59M - $3.06M
|
62K
$5.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
32K+ 36.36% |
$2.56M - $3.02M
|
120K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
30.3KNew |
$2.43M - $2.87M
|
30.3K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
30.2KNew |
$2.41M - $2.85M
|
30.2K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30.2K+ 37.14% |
$2.41M - $2.85M
|
111K
$9.43M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
30.2KNew |
$2.41M - $2.85M
|
30.2K
$2.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
30.1KNew |
$2.4M - $2.84M
|
30.1K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
29.1K+ 60.96% |
$2.33M - $2.75M
|
76.9K
$6.51M
|
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
29K+ 26.13% |
$2.32M - $2.74M
|
140K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
27.2KNew |
$2.17M - $2.56M
|
27.2K
$2.3M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
27.1KNew |
$2.17M - $2.56M
|
27.1K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.9KNew |
$2.15M - $2.54M
|
26.9K
$2.28M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
26.8K+ 19.07% |
$2.14M - $2.53M
|
168K
$14.2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26.7K+ 70.04% |
$2.13M - $2.52M
|
64.8K
$5.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25.7K+ 580.5% |
$2.05M - $2.43M
|
30.1K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
25KNew |
$2M - $2.36M
|
25K
$2.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 79.78% |
$1.97M - $2.33M
|
55.5K
$4.7M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
24.5KNew |
$1.96M - $2.32M
|
24.5K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.3K+ 3.83% |
$1.94M - $2.29M
|
658K
$55.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.1K+ 38.87% |
$1.93M - $2.28M
|
86.1K
$7.29M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
24K+ 86.01% |
$1.92M - $2.27M
|
51.9K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
23.8K+ 11.71% |
$1.91M - $2.25M
|
227K
$19.3M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
23.7KNew |
$1.89M - $2.24M
|
23.7K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
23.4K+ 10.96% |
$1.87M - $2.21M
|
237K
$20M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.1K+ 55.05% |
$1.84M - $2.18M
|
65K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.8K+ 5.33% |
$1.82M - $2.15M
|
451K
$38.2M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
21.5KNew |
$1.71M - $2.03M
|
21.5K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
21.2KNew |
$1.69M - $2M
|
21.2K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
21.2KNew |
$1.69M - $2M
|
21.2K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.4K+ 49.16% |
$1.63M - $1.93M
|
62K
$5.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
20.2K+ 20.4% |
$1.61M - $1.9M
|
119K
$10.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.9K+ 15.18% |
$1.59M - $1.88M
|
151K
$12.8M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
19.9KNew |
$1.59M - $1.88M
|
19.9K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
19.7K+ 37.72% |
$1.57M - $1.86M
|
71.8K
$6.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
19.6K+ 20.88% |
$1.57M - $1.85M
|
114K
$9.61M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19.6KNew |
$1.56M - $1.85M
|
19.6K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
19.5K+ 144.44% |
$1.56M - $1.84M
|
33K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
19K+ 109.37% |
$1.52M - $1.79M
|
36.4K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
18.7KNew |
$1.5M - $1.77M
|
18.7K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 3.42% |
$1.45M - $1.71M
|
547K
$46.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.9K+ 36.7% |
$1.43M - $1.69M
|
66.6K
$5.64M
|