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
Oct 27, 2023 Q3 2023
Bridgecreek Investment Management, LLC

Tulsa, OK
BUY
 -
163
+ 1.28%
$12.9K - $15.2K
12.9K $1.14M
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
162
+ 0.73%
$12.8K - $15.1K
22.3K $1.96M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
161
+ 0.54%
$12.7K - $15K
30.1K $2.65M
Oct 17, 2023 Q3 2023
Purus Wealth Management, LLC

BUY
 -
160
+ 0.77%
$12.7K - $14.9K
20.8K $1.83M
Oct 18, 2023 Q3 2023
Valicenti Advisory Services Inc

BUY
 -
160
+ 0.45%
$12.7K - $14.9K
35.6K $3.13M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
152
+ 24.76%
$12K - $14.2K
766 $67.4K
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
150
+ 3.24%
$11.9K - $14K
4.78K $420K
Oct 23, 2023 Q3 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
145
New
$11.5K - $13.5K
145 $12.8K
Jan 18, 2024 Q3 2023
Flc Capital Advisors

BUY
 -
143
+ 3.08%
$11.3K - $13.4K
4.78K $420K
Nov 13, 2023 Q3 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
142
+ 1.18%
$11.2K - $13.3K
12.2K $1.07M
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
138
+ 2.98%
$10.9K - $12.9K
4.77K $420K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
135
+ 0.16%
$10.7K - $12.6K
82.9K $7.29M
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
134
+ 0.45%
$10.6K - $12.5K
29.8K $2.62M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
131
New
$10.4K - $12.2K
131 $11.5K
Oct 20, 2023 Q3 2023
Private Asset Management Inc

BUY
 -
130
+ 4.01%
$10.3K - $12.1K
3.37K $297K
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
125
+ 2.8%
$9.89K - $11.7K
4.59K $404K
Nov 08, 2023 Q3 2023
Rpg Investment Advisory, LLC

BUY
 -
124
+ 1.96%
$9.81K - $11.6K
6.47K $569K
Oct 27, 2023 Q3 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
123
+ 0.39%
$9.73K - $11.5K
31.9K $2.81M
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
123
+ 292.86%
$9.73K - $11.5K
165 $14.5K
Oct 23, 2023 Q3 2023
Cumberland Advisors Inc

BUY
 -
122
+ 0.31%
$9.65K - $11.4K
39.9K $3.51M
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
118
+ 3.07%
$9.33K - $11K
3.96K $348K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
115
+ 3.52%
$9.1K - $10.7K
3.38K $297K
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
112
+ 9.92%
$8.86K - $10.5K
1.24K $109K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
110
+ 3.74%
$8.7K - $10.3K
3.05K $268K
Oct 13, 2023 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
105
+ 15.63%
$8.3K - $9.8K
777 $68.3K
Oct 18, 2023 Q3 2023
Marion Wealth Management

BUY
 -
105
+ 0.68%
$8.3K - $9.8K
15.6K $1.38M
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
104
+ 2.31%
$8.23K - $9.71K
4.62K $406K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
102
+ 1.22%
$8.07K - $9.52K
8.5K $747K
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

BUY
 -
100
+ 3.02%
$7.91K - $9.34K
3.42K $300K
Oct 26, 2023 Q3 2023
Kanawha Capital Management LLC

BUY
 -
100
+ 1.28%
$7.91K - $9.34K
7.9K $694K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
100
New
$7.91K - $9.34K
100 $8.79K
Oct 27, 2023 Q3 2023
Chicago Trust CO Na

BUY
 -
100
+ 1.61%
$7.91K - $9.34K
6.31K $555K
Nov 08, 2023 Q3 2023
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
100
+ 0.13%
$7.91K - $9.34K
76.6K $6.74M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
100
+ 6.0%
$7.91K - $9.34K
1.77K $155K
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
99
+ 0.91%
$7.83K - $9.24K
11K $963K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
97
+ 0.34%
$7.67K - $9.06K
28.7K $2.52M
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
95
+ 0.89%
$7.51K - $8.87K
10.7K $942K
Nov 09, 2023 Q3 2023
Atlantic Private Wealth, LLC

BUY
 -
94
+ 0.18%
$7.43K - $8.78K
51.3K $4.51M
Apr 22, 2024 Q3 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
94
+ 184.31%
$7.43K - $8.78K
145 $12.8K
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
90
+ 1.1%
$7.12K - $8.4K
8.3K $730K
Nov 14, 2023 Q3 2023
Private Wealth Group, LLC

BUY
 -
89
+ 0.69%
$7.04K - $8.31K
13.1K $1.15M
Oct 19, 2023 Q3 2023
Core Alternative Capital

BUY
 -
83
New
$6.56K - $7.75K
83 $7.3K
Oct 26, 2023 Q3 2023
Steph & CO

BUY
 -
82
New
$6.49K - $7.66K
82 $7.21K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
81
+ 0.3%
$6.41K - $7.56K
27.3K $2.4M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
81
+ 1.35%
$6.41K - $7.56K
6.06K $533K
Nov 09, 2023 Q3 2023
Antonetti Capital Management LLC

BUY
 -
80
+ 40.0%
$6.33K - $7.47K
280 $24.6K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
80
+ 0.96%
$6.33K - $7.47K
8.4K $739K
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
79
New
$6.25K - $7.38K
79 $6.95K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
78
+ 0.15%
$6.17K - $7.28K
50.6K $4.45M

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