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
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.51KNew |
$201K - $237K
|
2.51K
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.51K+ 28.82% |
$200K - $237K
|
11.2K
$949K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.5K+ 2.68% |
$200K - $236K
|
95.8K
$8.1M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.48K+ 28.85% |
$198K - $234K
|
11.1K
$937K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
2.47KNew |
$198K - $233K
|
2.47K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.47K+ 64.46% |
$198K - $233K
|
6.31K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$198K - $233K
|
2.47K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.47K+ 38.7% |
$197K - $233K
|
8.85K
$749K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.47K+ 2.54% |
$197K - $233K
|
99.7K
$8.44M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.47KNew |
$197K - $233K
|
2.47K
$209K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.46K+ 23.4% |
$197K - $232K
|
13K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.44KNew |
$195K - $230K
|
2.44K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.44KNew |
$195K - $230K
|
2.44K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.43K+ 20.25% |
$194K - $229K
|
14.4K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.42K+ 16.79% |
$193K - $229K
|
16.8K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.4KNew |
$192K - $226K
|
2.4K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.39K+ 58.56% |
$191K - $226K
|
6.48K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.38KNew |
$190K - $225K
|
2.38K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.38KNew |
$190K - $225K
|
2.38K
$202K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.36K+ 12.65% |
$189K - $223K
|
21K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2.36KNew |
$189K - $223K
|
2.36K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$199K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.35KNew |
$188K - $222K
|
2.35K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$198K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$198K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.32KNew |
$186K - $219K
|
2.32K
$197K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.32KNew |
$186K - $219K
|
2.32K
$197K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
2.32KNew |
$185K - $219K
|
2.32K
$196K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.31KNew |
$185K - $218K
|
2.31K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
2.3K+ 635.36% |
$184K - $217K
|
2.66K
$225K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.3KNew |
$183K - $217K
|
2.3K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.29KNew |
$183K - $216K
|
2.29K
$193K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.28K+ 9.76% |
$182K - $215K
|
25.6K
$2.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.28KNew |
$182K - $215K
|
2.28K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.28K+ 1.08% |
$182K - $215K
|
212K
$17.9M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.27KNew |
$182K - $215K
|
2.27K
$192K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.24KNew |
$179K - $211K
|
2.24K
$190K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$179K - $211K
|
2.24K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
2.22K+ 4.4% |
$178K - $210K
|
52.8K
$4.47M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.21KNew |
$177K - $209K
|
2.21K
$187K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$186K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$186K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.19K+ 6.21% |
$175K - $206K
|
37.4K
$3.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.18KNew |
$174K - $206K
|
2.18K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.18KNew |
$174K - $206K
|
2.18K
$185K
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.18KNew |
$174K - $206K
|
2.18K
$184K
|