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 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.48K+ 5.15% |
$358K - $423K
|
91.4K
$7.73M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
4.4K+ 137.63% |
$351K - $415K
|
7.59K
$642K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.35KNew |
$347K - $410K
|
4.35K
$368K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.29K+ 8.2% |
$343K - $405K
|
56.6K
$4.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.26KNew |
$340K - $402K
|
4.26K
$361K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.23K+ 4.5% |
$338K - $400K
|
98.3K
$8.32M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.21KNew |
$337K - $398K
|
4.21K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$335K - $396K
|
4.2K
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 18.81% |
$329K - $389K
|
26K
$2.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.08K+ 2.64% |
$326K - $386K
|
159K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.08KNew |
$326K - $385K
|
4.08K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.07KNew |
$325K - $384K
|
4.07K
$345K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3.98K+ 3.9% |
$318K - $376K
|
106K
$8.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
3.98K+ 26.95% |
$318K - $376K
|
18.7K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.97K+ 41.08% |
$317K - $375K
|
13.6K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.92K+ 12.12% |
$313K - $370K
|
36.3K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.86K+ 33.51% |
$308K - $364K
|
15.4K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.86K+ 5.37% |
$308K - $364K
|
75.6K
$6.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.85KNew |
$308K - $363K
|
3.85K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.84KNew |
$306K - $362K
|
3.84K
$325K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3.83K+ 7.01% |
$306K - $362K
|
58.5K
$4.95M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3.76KNew |
$300K - $355K
|
3.76K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.76K+ 3.96% |
$300K - $355K
|
98.6K
$8.35M
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.75K+ 45.06% |
$299K - $354K
|
12.1K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3.66K+ 5.16% |
$292K - $345K
|
74.6K
$6.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.65K+ 10.51% |
$292K - $345K
|
38.4K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.63K+ 35.72% |
$290K - $343K
|
13.8K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.62K+ 52.39% |
$289K - $342K
|
10.5K
$891K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.62KNew |
$289K - $341K
|
3.62K
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.6K+ 11.13% |
$288K - $340K
|
35.9K
$3.04M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.54KNew |
$283K - $334K
|
3.54K
$300K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.53K+ 19.41% |
$282K - $333K
|
21.7K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.52K+ 123.02% |
$281K - $332K
|
6.38K
$540K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.51K+ 5.14% |
$280K - $331K
|
71.8K
$6.08M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.5K+ 9.59% |
$280K - $331K
|
40K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3.5KNew |
$280K - $330K
|
3.5K
$296K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.48KNew |
$278K - $328K
|
3.48K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.42KNew |
$274K - $323K
|
3.42K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.4K+ 82.53% |
$272K - $321K
|
7.52K
$637K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.4K+ 38.56% |
$272K - $321K
|
12.2K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.39K+ 13.78% |
$271K - $320K
|
28K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
3.37K+ 10.13% |
$269K - $318K
|
36.6K
$3.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 13.44% |
$269K - $318K
|
28.4K
$2.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.36K+ 114.18% |
$268K - $317K
|
6.3K
$533K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.36KNew |
$268K - $317K
|
3.36K
$284K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.35K+ 26.94% |
$268K - $317K
|
15.8K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.34KNew |
$267K - $316K
|
3.34K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.33K+ 5.91% |
$266K - $314K
|
59.6K
$5.04M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.31K+ 12.34% |
$265K - $313K
|
30.2K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.27KNew |
$262K - $309K
|
3.27K
$277K
|