Purchases and Sales Made in Q3 2023 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.35KNew |
$186K - $220K
|
2.35K
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.35KNew |
$186K - $219K
|
2.35K
$205K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.34KNew |
$185K - $218K
|
2.34K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.33K+ 6.52% |
$184K - $218K
|
38.1K
$3.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.32K+ 13.43% |
$183K - $216K
|
19.6K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.31KNew |
$183K - $216K
|
2.31K
$202K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.31KNew |
$183K - $216K
|
2.31K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$182K - $215K
|
2.31K
$202K
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.3KNew |
$182K - $215K
|
2.3K
$201K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.3KNew |
$182K - $214K
|
2.3K
$201K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
2.3KNew |
$182K - $214K
|
2.3K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.29K+ 6.87% |
$181K - $214K
|
35.7K
$3.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$181K - $214K
|
2.29K
$200K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.28K+ 4.91% |
$180K - $213K
|
48.8K
$4.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.28KNew |
$180K - $213K
|
2.28K
$199K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
2.27KNew |
$179K - $212K
|
2.27K
$198K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$198K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$178K - $211K
|
2.26K
$197K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.25KNew |
$178K - $210K
|
2.25K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.24KNew |
$177K - $209K
|
2.24K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$177K - $209K
|
2.24K
$196K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.24KNew |
$177K - $209K
|
2.24K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21KNew |
$175K - $207K
|
2.21K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2.21KNew |
$175K - $207K
|
2.21K
$194K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.17K+ 76.23% |
$172K - $203K
|
5.02K
$439K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 19.39% |
$163K - $192K
|
12.7K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$158K - $187K
|
2K
$175K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.98K+ 10.06% |
$157K - $185K
|
21.7K
$1.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.97K+ 9.09% |
$156K - $184K
|
23.7K
$2.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.96K+ 29.73% |
$155K - $183K
|
8.54K
$747K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.95K+ 15.58% |
$154K - $182K
|
14.5K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.93K+ 25.77% |
$153K - $180K
|
9.42K
$824K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.91K+ 18.1% |
$151K - $178K
|
12.4K
$1.09M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
1.89KNew |
$149K - $176K
|
1.89K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
1.89K+ 2.86% |
$149K - $176K
|
67.8K
$5.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.88K+ 47.81% |
$148K - $175K
|
5.8K
$507K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.86K+ 119.56% |
$147K - $173K
|
3.41K
$298K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 18.01% |
$147K - $173K
|
12.1K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.85K+ 68.86% |
$146K - $173K
|
4.54K
$397K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.84K+ 10.77% |
$146K - $172K
|
19K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 46.41% |
$145K - $171K
|
5.77K
$505K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.83K+ 2.81% |
$145K - $171K
|
66.8K
$5.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.8K+ 28.03% |
$143K - $168K
|
8.24K
$721K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.8K+ 12.38% |
$142K - $168K
|
16.3K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 1.49% |
$142K - $168K
|
122K
$10.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.79K+ 6.78% |
$142K - $167K
|
28.2K
$2.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.79K+ 6.48% |
$141K - $167K
|
29.3K
$2.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 2.63% |
$141K - $166K
|
69.5K
$6.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
1.78K+ 10.68% |
$141K - $166K
|
18.4K
$1.61M
|