Purchases and Sales Made in Q3 2023 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
683
+ 13.58%
$54K - $63.8K
5.71K $500K
Nov 07, 2023 Q3 2023
Bank Of Marin

Novato, CA
BUY
 -
683
+ 10.73%
$54K - $63.8K
7.05K $616K
Nov 13, 2023 Q3 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
677
+ 4.63%
$53.5K - $63.2K
15.3K $1.34M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
675
+ 0.46%
$53.4K - $63K
147K $12.8M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
668
+ 136.61%
$52.8K - $62.4K
1.16K $101K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
657
+ 4.2%
$52K - $61.3K
16.3K $1.43M
Nov 09, 2023 Q3 2023
Monetary Management Group Inc

St Louis, MO
BUY
 -
650
+ 3.82%
$51.4K - $60.7K
17.7K $1.55M
Nov 14, 2023 Q3 2023
Nelson Capital Management, LLC

BUY
 -
647
+ 4.31%
$51.2K - $60.4K
15.7K $1.37M
Nov 13, 2023 Q3 2023
Fca Corp

Houston, TX
BUY
 -
645
+ 4.79%
$51K - $60.2K
14.1K $1.23M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
643
+ 27.84%
$50.9K - $60K
2.95K $258K
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
633
+ 22.72%
$50.1K - $59.1K
3.42K $299K
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
625
+ 2.0%
$49.4K - $58.4K
31.9K $2.79M
Nov 06, 2023 Q3 2023
Sonata Capital Group Inc

BUY
 -
624
+ 17.94%
$49.4K - $58.3K
4.1K $359K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
621
+ 2.98%
$49.1K - $58K
21.5K $1.88M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
621
+ 4.93%
$49.1K - $58K
13.2K $1.16M
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
618
+ 1.34%
$48.9K - $57.7K
46.9K $4.1M
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
616
+ 5.12%
$48.7K - $57.5K
12.7K $1.11M
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
612
+ 2.79%
$48.4K - $57.1K
22.5K $1.97M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
608
+ 6.05%
$48.1K - $56.8K
10.7K $932K
Nov 16, 2023 Q3 2023
Seelaus Asset Management LLC

BUY
 -
600
+ 12.39%
$47.5K - $56K
5.44K $476K
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
596
+ 0.53%
$47.1K - $55.6K
113K $9.88M
Nov 14, 2023 Q3 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
594
+ 225.0%
$47K - $55.5K
858 $75K
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
592
+ 1.97%
$46.8K - $55.3K
30.6K $2.68M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
592
+ 1.97%
$46.8K - $55.3K
30.6K $2.68M
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
587
+ 7.98%
$46.4K - $54.8K
7.95K $695K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
587
+ 4.43%
$46.4K - $54.8K
13.8K $1.21M
Oct 23, 2023 Q3 2023
Wealth Advisors, Inc.

BUY
 -
583
+ 9.17%
$46.1K - $54.4K
6.94K $607K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
581
New
$46K - $54.2K
581 $50.8K
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
580
+ 5.95%
$45.9K - $54.1K
10.3K $903K
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
580
New
$45.9K - $54.1K
580 $50.7K
Nov 15, 2023 Q3 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
580
+ 10.82%
$45.9K - $54.1K
5.94K $520K
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
576
+ 12.79%
$45.6K - $53.8K
5.08K $444K
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
575
+ 6.17%
$45.5K - $53.7K
9.89K $865K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
574
+ 3.51%
$45.4K - $53.6K
16.9K $1.48M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
573
New
$45.3K - $53.5K
573 $50.1K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
570
+ 81.43%
$45.1K - $53.2K
1.27K $111K
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
564
+ 9.8%
$44.6K - $52.7K
6.32K $553K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
552
+ 10.11%
$43.7K - $51.5K
6.01K $526K
Oct 30, 2023 Q3 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
550
+ 3.59%
$43.5K - $51.3K
15.9K $1.39M
Oct 16, 2023 Q3 2023
Community Trust & Investment CO

BUY
 -
546
+ 6.08%
$43.2K - $51K
9.52K $833K
Oct 18, 2023 Q3 2023
Papp L Roy & Associates

BUY
 -
536
+ 4.65%
$42.4K - $50K
12.1K $1.06M
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
536
+ 16.69%
$42.4K - $50K
3.75K $328K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
535
+ 3.18%
$42.3K - $49.9K
17.4K $1.52M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
522
+ 2.4%
$41.3K - $48.7K
22.3K $1.95M
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
521
+ 6.26%
$41.2K - $48.6K
8.84K $773K
Nov 02, 2023 Q3 2023
Hudson Value Partners, LLC

BUY
 -
519
+ 6.16%
$41K - $48.5K
8.94K $782K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
504
+ 2.15%
$39.9K - $47.1K
24K $2.1M
Nov 14, 2023 Q3 2023
Kingfisher Capital LLC

BUY
 -
500
+ 20.0%
$39.5K - $46.7K
3K $262K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
492
+ 0.25%
$38.9K - $45.9K
197K $17.2M

Track Institutional and Insider Activities on XLE

Follow ENERGY SECTOR SPDR and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XLE shares.

Notify only if

Insider Trading

Get notified when an Energy Sector Spdr insider buys or sells XLE shares.

Notify only if

News

Receive news related to ENERGY SECTOR SPDR

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XLE