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 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.12K+ 29.65% |
$88.8K - $105K
|
4.91K
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1K+ 13.67% |
$87.3K - $103K
|
9.18K
$849K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.1K+ 40.31% |
$87.2K - $103K
|
3.84K
$355K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.1K+ 19.48% |
$86.6K - $102K
|
6.72K
$621K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 3.53% |
$86.4K - $102K
|
32K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.09K+ 6.09% |
$86.4K - $102K
|
19.1K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.09K+ 15.31% |
$86.3K - $102K
|
8.22K
$760K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.08K+ 14.72% |
$85.3K - $101K
|
8.41K
$778K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.07K+ 152.34% |
$84.9K - $100K
|
1.78K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
1.07K+ 18.43% |
$84.7K - $100K
|
6.88K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.07K+ 5.45% |
$84.4K - $99.6K
|
20.6K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.06K+ 4.34% |
$83.9K - $99.1K
|
25.5K
$2.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.03K+ 7.49% |
$81.6K - $96.3K
|
14.8K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.03K+ 5.07% |
$81.5K - $96.2K
|
21.4K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1KNew |
$79.2K - $93.5K
|
1K
$92.6K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1K+ 9.11% |
$79.1K - $93.4K
|
12K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
995+ 3.44% |
$78.7K - $92.9K
|
29.9K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
974+ 2.93% |
$77K - $90.9K
|
34.2K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
972+ 17.6% |
$76.9K - $90.7K
|
6.49K
$601K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
971New |
$76.8K - $90.7K
|
971
$89.8K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
931+ 0.49% |
$73.6K - $86.9K
|
189K
$17.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
924+ 52.8% |
$73.1K - $86.3K
|
2.67K
$247K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
900+ 13.14% |
$71.2K - $84K
|
7.75K
$717K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
900+ 7.57% |
$71.2K - $84K
|
12.8K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
899+ 31.31% |
$71.1K - $83.9K
|
3.77K
$349K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
892+ 1.6% |
$70.5K - $83.3K
|
56.6K
$5.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
892+ 0.65% |
$70.5K - $83.3K
|
139K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
886+ 20.07% |
$70.1K - $82.7K
|
5.3K
$490K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
860+ 2.76% |
$68K - $80.3K
|
32.1K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
858+ 4.1% |
$67.9K - $80.1K
|
21.8K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
852+ 0.47% |
$67.4K - $79.5K
|
180K
$16.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
847+ 11.92% |
$67K - $79.1K
|
7.95K
$736K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
844+ 31.62% |
$66.8K - $78.8K
|
3.51K
$325K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
840+ 14.81% |
$66.4K - $78.4K
|
6.51K
$602K
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
840+ 14.81% |
$66.4K - $78.4K
|
6.51K
$602K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
835+ 313.91% |
$66K - $78K
|
1.1K
$102K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
828+ 6.93% |
$65.5K - $77.3K
|
12.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
822+ 0.75% |
$65K - $76.7K
|
110K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
819+ 1.12% |
$64.8K - $76.5K
|
74K
$6.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
817+ 12.08% |
$64.6K - $76.3K
|
7.58K
$701K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
813+ 4.47% |
$64.3K - $75.9K
|
19K
$1.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
812+ 1.78% |
$64.2K - $75.8K
|
46.5K
$4.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
807+ 2.31% |
$63.8K - $75.3K
|
35.8K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
794+ 15.9% |
$62.8K - $74.1K
|
5.79K
$536K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
794+ 15.94% |
$62.8K - $74.1K
|
5.77K
$534K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
791+ 1.59% |
$62.6K - $73.8K
|
50.4K
$4.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
770New |
$60.9K - $71.9K
|
770
$71.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
763+ 28.21% |
$60.3K - $71.2K
|
3.47K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
755+ 7.44% |
$59.7K - $70.5K
|
10.9K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
728+ 2.02% |
$57.6K - $68K
|
36.8K
$3.41M
|