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 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.23K+ 9.04% |
$258K - $305K
|
39K
$3.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.23K+ 20.96% |
$258K - $304K
|
18.6K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.2K+ 11.28% |
$256K - $302K
|
31.6K
$2.67M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.2K+ 1446.15% |
$255K - $302K
|
3.42K
$289K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
3.18K+ 89.88% |
$254K - $300K
|
6.72K
$568K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
3.16KNew |
$253K - $299K
|
3.16K
$268K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.16K+ 20.35% |
$253K - $298K
|
18.7K
$1.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.15KNew |
$251K - $297K
|
3.15K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.12K+ 3.25% |
$250K - $295K
|
99.2K
$8.39M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 49.53% |
$247K - $292K
|
9.33K
$790K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.09K+ 1.59% |
$247K - $292K
|
198K
$16.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
3.05K+ 4.54% |
$244K - $288K
|
70.3K
$5.95M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.05K+ 41.39% |
$243K - $288K
|
10.4K
$881K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.04K+ 12.22% |
$243K - $287K
|
27.9K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.02KNew |
$241K - $285K
|
3.02K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.02K+ 74.27% |
$241K - $285K
|
7.08K
$599K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.01K+ 19.65% |
$241K - $284K
|
18.3K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 9.29% |
$241K - $284K
|
35.4K
$3M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.01K+ 1.13% |
$240K - $284K
|
269K
$22.8M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.99K+ 113.81% |
$239K - $282K
|
5.62K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.98K+ 4.64% |
$238K - $282K
|
67.3K
$5.69M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.95KNew |
$236K - $279K
|
2.95K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.95K+ 8.45% |
$236K - $279K
|
37.9K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
2.93KNew |
$234K - $277K
|
2.93K
$248K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.91KNew |
$232K - $275K
|
2.91K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.9KNew |
$232K - $274K
|
2.9K
$246K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.9KNew |
$232K - $274K
|
2.9K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.9K+ 8.7% |
$231K - $274K
|
36.2K
$3.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.85K+ 23.8% |
$228K - $269K
|
14.8K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.84K+ 28.02% |
$227K - $268K
|
13K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.84K+ 40.76% |
$227K - $268K
|
9.81K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
2.83K+ 9.4% |
$226K - $267K
|
33K
$2.79M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.79K+ 5.63% |
$223K - $264K
|
52.4K
$4.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.78K+ 8.79% |
$222K - $262K
|
34.4K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.77K+ 12.77% |
$221K - $261K
|
24.4K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.76KNew |
$220K - $260K
|
2.76K
$234K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$217K - $256K
|
2.71K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.71KNew |
$217K - $256K
|
2.71K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.7KNew |
$216K - $255K
|
2.7K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.7K+ 4.25% |
$216K - $255K
|
66.2K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.7K+ 1.65% |
$215K - $255K
|
166K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.64K+ 95.93% |
$211K - $249K
|
5.4K
$457K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.59KNew |
$207K - $244K
|
2.59K
$219K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.58K+ 42.61% |
$206K - $244K
|
8.64K
$731K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.58KNew |
$206K - $243K
|
2.58K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.56K+ 118.17% |
$204K - $241K
|
4.72K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.56KNew |
$204K - $241K
|
2.56K
$216K
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
2.53KNew |
$202K - $239K
|
2.53K
$214K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
2.52KNew |
$201K - $238K
|
2.52K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
2.52KNew |
$201K - $238K
|
2.52K
$213K
|