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 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.75K+ 2.44% |
$139K - $164K
|
73.5K
$6.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.75K+ 1.13% |
$138K - $163K
|
156K
$14.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.74K+ 68.62% |
$138K - $163K
|
4.28K
$400K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.74K+ 8.81% |
$137K - $162K
|
21.5K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1.73KNew |
$137K - $162K
|
1.73K
$162K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73K+ 2.78% |
$137K - $162K
|
64K
$5.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
1.73K+ 1.86% |
$137K - $161K
|
94.6K
$8.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.73K+ 18.11% |
$137K - $161K
|
11.3K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.72K+ 331.54% |
$136K - $161K
|
2.24K
$210K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.72K+ 3.28% |
$136K - $160K
|
54.2K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.68K+ 1.23% |
$133K - $156K
|
138K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.63K+ 1.81% |
$129K - $152K
|
91.7K
$8.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
1.63K+ 0.45% |
$129K - $152K
|
362K
$33.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.61K+ 161.1% |
$127K - $150K
|
2.61K
$244K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.6K+ 35.49% |
$126K - $149K
|
6.09K
$569K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.57K+ 5.05% |
$124K - $147K
|
32.7K
$3.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.55K+ 5.19% |
$123K - $145K
|
31.4K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.54K+ 35.46% |
$122K - $144K
|
5.89K
$551K
|
|
|
Nov 21, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.54K+ 35.46% |
$122K - $144K
|
5.89K
$551K
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.54K+ 35.46% |
$122K - $144K
|
5.89K
$551K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.51KNew |
$119K - $141K
|
1.51K
$141K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.51K+ 2.3% |
$119K - $141K
|
67.2K
$6.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.5K+ 13.96% |
$118K - $140K
|
12.2K
$1.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.5K+ 14.71% |
$118K - $140K
|
11.7K
$1.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45K+ 23.62% |
$115K - $135K
|
7.59K
$710K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45KNew |
$115K - $135K
|
1.45K
$135K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.43K+ 48.0% |
$113K - $134K
|
4.41K
$412K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.42K+ 65.51% |
$112K - $132K
|
3.58K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 41.31% |
$112K - $132K
|
4.84K
$452K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.39K+ 14.46% |
$110K - $130K
|
11K
$1.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.35K+ 8.76% |
$107K - $126K
|
16.7K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.34K+ 3.04% |
$106K - $125K
|
45.2K
$4.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 1.38% |
$105K - $124K
|
97.6K
$9.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.32KNew |
$104K - $123K
|
1.32K
$123K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.31K+ 17.1% |
$103K - $122K
|
8.94K
$835K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 17.53% |
$102K - $121K
|
8.68K
$811K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.29K+ 7.34% |
$102K - $121K
|
18.9K
$1.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.26K+ 25.97% |
$99.3K - $117K
|
6.09K
$569K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.25K+ 46.84% |
$98.5K - $116K
|
3.9K
$365K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.24KNew |
$97.8K - $115K
|
1.24K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$97.6K - $115K
|
1.23K
$115K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.22K+ 12.11% |
$96.6K - $114K
|
11.3K
$1.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 5.56% |
$96.5K - $114K
|
23.1K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.21K+ 26.6% |
$95.9K - $113K
|
5.77K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.2KNew |
$94.9K - $112K
|
1.2K
$112K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.19K+ 8.15% |
$94.3K - $111K
|
15.8K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.19K+ 13.15% |
$93.8K - $111K
|
10.2K
$954K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.19K+ 7.87% |
$93.7K - $111K
|
16.2K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.18K+ 16.19% |
$93.6K - $110K
|
8.49K
$794K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 8.29% |
$89.3K - $105K
|
14.8K
$1.38M
|