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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
296+ 6.92% |
$23.4K - $27.6K
|
4.58K
$402K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
296+ 5.22% |
$23.4K - $27.6K
|
5.97K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
295+ 1.4% |
$23.3K - $27.5K
|
21.3K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
294+ 5.2% |
$23.3K - $27.4K
|
5.95K
$523K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
290+ 6.69% |
$22.9K - $27.1K
|
4.62K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
290+ 4.09% |
$22.9K - $27.1K
|
7.37K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
287New |
$22.7K - $26.8K
|
287
$25.2K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
285+ 36.73% |
$22.5K - $26.6K
|
1.06K
$93.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
275+ 0.52% |
$21.7K - $25.7K
|
52.8K
$4.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
275+ 7.67% |
$21.7K - $25.7K
|
3.86K
$339K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
275+ 24.08% |
$21.7K - $25.7K
|
1.42K
$125K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
272+ 0.01% |
$21.5K - $25.4K
|
2.23M
$196M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
270+ 7.92% |
$21.4K - $25.2K
|
3.68K
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
265+ 0.67% |
$21K - $24.7K
|
39.8K
$3.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
261+ 8.87% |
$20.6K - $24.4K
|
3.2K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
261+ 0.76% |
$20.6K - $24.4K
|
34.5K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
258+ 24.48% |
$20.4K - $24.1K
|
1.31K
$115K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
256+ 9.47% |
$20.2K - $23.9K
|
2.96K
$260K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
255+ 2.89% |
$20.2K - $23.8K
|
9.09K
$799K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
251+ 1.96% |
$19.9K - $23.4K
|
13.1K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
247+ 2.92% |
$19.5K - $23.1K
|
8.72K
$767K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
240+ 3.19% |
$19K - $22.4K
|
7.77K
$683K
|
|
|
Oct 31, 2023
Q3 2023
|
Jennison Associates LLC
|
BUY
|
- |
237+ 1.1% |
$18.7K - $22.1K
|
21.7K
$1.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
235+ 115.2% |
$18.6K - $21.9K
|
439
$38.6K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
235+ 2.0% |
$18.6K - $21.9K
|
12K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
224+ 3.26% |
$17.7K - $20.9K
|
7.1K
$624K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
211New |
$16.7K - $19.7K
|
211
$18.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
211+ 0.26% |
$16.7K - $19.7K
|
80.7K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
207+ 0.91% |
$16.4K - $19.3K
|
23K
$2.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
204+ 1.02% |
$16.1K - $19K
|
20.1K
$1.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
203+ 2.84% |
$16.1K - $19K
|
7.36K
$647K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
201+ 6.81% |
$15.9K - $18.8K
|
3.15K
$277K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200+ 250.0% |
$15.8K - $18.7K
|
280
$24.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
200+ 4.29% |
$15.8K - $18.7K
|
4.86K
$427K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
200+ 1.28% |
$15.8K - $18.7K
|
15.9K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
195+ 5.99% |
$15.4K - $18.2K
|
3.45K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
195New |
$15.4K - $18.2K
|
195
$17.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
194+ 0.16% |
$15.3K - $18.1K
|
121K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
193+ 0.26% |
$15.3K - $18K
|
74.7K
$6.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
192+ 3.05% |
$15.2K - $17.9K
|
6.5K
$571K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
190+ 1.86% |
$15K - $17.7K
|
10.4K
$917K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
189+ 88.32% |
$14.9K - $17.6K
|
403
$35.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
189+ 2.13% |
$14.9K - $17.6K
|
9.05K
$796K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
186+ 31.16% |
$14.7K - $17.4K
|
783
$68.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
176+ 2.82% |
$13.9K - $16.4K
|
6.41K
$564K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
170+ 2.03% |
$13.4K - $15.9K
|
8.55K
$752K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
166+ 4.94% |
$13.1K - $15.5K
|
3.52K
$310K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
166+ 2.71% |
$13.1K - $15.5K
|
6.29K
$553K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
166+ 1.02% |
$13.1K - $15.5K
|
16.5K
$1.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
165+ 0.72% |
$13K - $15.4K
|
23K
$2.03M
|