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 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
6.12KNew |
$489K - $578K
|
6.12K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.09K+ 16.04% |
$487K - $575K
|
44K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6.03KNew |
$482K - $569K
|
6.03K
$510K
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
BUY
|
- |
6.03K+ 7.48% |
$481K - $569K
|
86.5K
$7.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.02K+ 44.25% |
$481K - $569K
|
19.6K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6K+ 179.74% |
$479K - $566K
|
9.34K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.96K+ 9.12% |
$476K - $563K
|
71.3K
$6.04M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.95K+ 9.61% |
$475K - $562K
|
67.9K
$5.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.93K+ 110.84% |
$474K - $560K
|
11.3K
$955K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.88KNew |
$470K - $555K
|
5.88K
$498K
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
5.84K+ 21.92% |
$467K - $552K
|
32.5K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.83K+ 23.97% |
$466K - $550K
|
30.1K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.8K+ 85.57% |
$463K - $547K
|
12.6K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.75KNew |
$459K - $543K
|
5.75K
$486K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.74K+ 10.84% |
$459K - $542K
|
58.7K
$4.97M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.7KNew |
$455K - $538K
|
5.7K
$482K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
5.65K+ 20.26% |
$451K - $533K
|
33.5K
$2.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.63KNew |
$450K - $532K
|
5.63K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
5.63KNew |
$450K - $532K
|
5.63K
$477K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.53K+ 2.73% |
$442K - $522K
|
208K
$17.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.5KNew |
$439K - $519K
|
5.5K
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.44KNew |
$435K - $513K
|
5.44K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.43K+ 15.49% |
$434K - $513K
|
40.5K
$3.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
5.4K+ 5.94% |
$431K - $510K
|
96.2K
$8.14M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5.3K+ 5.14% |
$423K - $500K
|
108K
$9.18M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.27K+ 29.31% |
$421K - $498K
|
23.3K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.22K+ 6.23% |
$417K - $493K
|
89K
$7.53M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.21K+ 66.82% |
$416K - $491K
|
13K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.18K+ 14.45% |
$414K - $489K
|
41K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.17KNew |
$413K - $488K
|
5.17K
$437K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.11KNew |
$408K - $483K
|
5.11K
$433K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.09K+ 8.16% |
$407K - $481K
|
67.5K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.06KNew |
$405K - $478K
|
5.06K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.05KNew |
$404K - $477K
|
5.05K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5KNew |
$400K - $472K
|
5K
$423K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.99K+ 3.84% |
$399K - $471K
|
135K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
4.97K+ 10.99% |
$397K - $469K
|
50.2K
$4.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
4.95KNew |
$396K - $468K
|
4.95K
$419K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.89KNew |
$391K - $462K
|
4.89K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.86K+ 19.21% |
$388K - $458K
|
30.1K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.85K+ 296.21% |
$387K - $458K
|
6.48K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.83K+ 13.82% |
$386K - $456K
|
39.8K
$3.36M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
4.73KNew |
$378K - $446K
|
4.73K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.72K+ 29.31% |
$377K - $446K
|
20.8K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.71KNew |
$377K - $445K
|
4.71K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.6KNew |
$368K - $434K
|
4.6K
$390K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.56K+ 47.42% |
$364K - $430K
|
14.2K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
4.54KNew |
$363K - $429K
|
4.54K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.51K+ 2.27% |
$361K - $426K
|
203K
$17.2M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4.51K+ 63.75% |
$361K - $426K
|
11.6K
$981K
|