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 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
489
+ 6.06%
$38.7K - $45.7K
8.56K $753K
Oct 19, 2023 Q3 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
486
+ 1.15%
$38.4K - $45.4K
42.9K $3.77M
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
479
+ 7.13%
$37.9K - $44.7K
7.19K $633K
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
478
+ 18.47%
$37.8K - $44.6K
3.07K $270K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
477
+ 1.63%
$37.7K - $44.5K
29.7K $2.62M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
474
+ 13.14%
$37.5K - $44.3K
4.08K $359K
Nov 13, 2023 Q3 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
472
+ 10.69%
$37.3K - $44.1K
4.89K $430K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
466
+ 6.76%
$36.9K - $43.5K
7.36K $647K
Oct 19, 2023 Q3 2023
Family Firm, Inc.

BUY
 -
456
+ 2.33%
$36.1K - $42.6K
20K $1.76M
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
451
+ 0.27%
$35.7K - $42.1K
167K $14.7M
Nov 14, 2023 Q3 2023
Mma Asset Management LLC

New York, NY
BUY
 -
445
+ 4.41%
$35.2K - $41.5K
10.5K $926K
Oct 27, 2023 Q3 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
438
+ 5.7%
$34.6K - $40.9K
8.12K $714K
Oct 25, 2023 Q3 2023
Guyasuta Investment Advisors Inc

BUY
 -
435
+ 6.42%
$34.4K - $40.6K
7.21K $634K
Nov 17, 2023 Q3 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
421
+ 2.25%
$33.3K - $39.3K
19.1K $1.68M
Oct 10, 2023 Q3 2023
Maltin Wealth Management, Inc.

BUY
 -
420
+ 2.79%
$33.2K - $39.2K
15.5K $1.36M
Oct 27, 2023 Q3 2023
Patten & Patten Inc

BUY
 -
418
+ 2.98%
$33.1K - $39K
14.4K $1.27M
Oct 27, 2023 Q3 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
415
+ 3.08%
$32.8K - $38.7K
13.9K $1.22M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
402
+ 10.54%
$31.8K - $37.5K
4.22K $371K
Nov 08, 2023 Q3 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
400
+ 4.6%
$31.6K - $37.3K
9.1K $800K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
400
+ 13.23%
$31.6K - $37.3K
3.42K $301K
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
400
+ 13.84%
$31.6K - $37.3K
3.29K $289K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
395
+ 940.48%
$31.2K - $36.9K
437 $38.4K
Oct 27, 2023 Q3 2023
Angeles Wealth Management, LLC

BUY
 -
393
+ 4.77%
$31.1K - $36.7K
8.63K $759K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
393
+ 0.92%
$31.1K - $36.7K
43.3K $3.81M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
390
+ 7.05%
$30.8K - $36.4K
5.92K $520K
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
380
+ 5.87%
$30.1K - $35.5K
6.86K $603K
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
375
+ 1.64%
$29.7K - $35K
23.2K $2.04M
Oct 11, 2023 Q3 2023
Donald L. Hagan, LLC

BUY
 -
369
+ 4.7%
$29.2K - $34.4K
8.23K $723K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
368
+ 1.01%
$29.1K - $34.4K
36.7K $3.23M
Oct 27, 2023 Q3 2023
Bray Capital Advisors

BUY
 -
362
+ 0.87%
$28.6K - $33.8K
42.2K $3.71M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
352
New
$27.8K - $32.9K
352 $31K
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
351
+ 5.04%
$27.8K - $32.8K
7.31K $643K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
348
+ 56.31%
$27.5K - $32.5K
966 $85K
Oct 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
348
+ 3.67%
$27.5K - $32.5K
9.83K $864K
Oct 20, 2023 Q3 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
346
+ 7.89%
$27.4K - $32.3K
4.73K $416K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
345
+ 42.44%
$27.3K - $32.2K
1.16K $102K
Nov 17, 2023 Q3 2023
Spartan Planning & Wealth Management

Greensboro, NC
BUY
 -
344
New
$27.2K - $32.1K
344 $30.3K
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
336
+ 2.35%
$26.6K - $31.4K
14.6K $1.28M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
335
+ 13.6%
$26.5K - $31.3K
2.8K $246K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
334
+ 12.03%
$26.4K - $31.2K
3.11K $273K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
330
+ 7.42%
$26.1K - $30.8K
4.78K $420K
Oct 25, 2023 Q3 2023
Horizon Financial Services, LLC

BUY
 -
321
+ 9.16%
$25.4K - $30K
3.83K $336K
Nov 08, 2023 Q3 2023
Concentrum Wealth Management

BUY
 -
319
+ 12.45%
$25.2K - $29.8K
2.88K $253K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
316
+ 2.95%
$25K - $29.5K
11K $968K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
314
+ 10.89%
$24.8K - $29.3K
3.2K $281K
Nov 02, 2023 Q3 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
311
New
$24.6K - $29K
311 $27.3K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
308
+ 2.7%
$24.4K - $28.8K
11.7K $1.03M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
300
New
$23.7K - $28K
300 $26.4K
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
300
+ 10.78%
$23.7K - $28K
3.08K $271K

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