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 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
72+ 0.5% |
$5.69K - $6.72K
|
14.5K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
72+ 1.93% |
$5.69K - $6.72K
|
3.8K
$334K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
70+ 0.87% |
$5.54K - $6.54K
|
8.11K
$713K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
70+ 118.64% |
$5.54K - $6.54K
|
129
$11.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
69+ 1.26% |
$5.46K - $6.44K
|
5.55K
$488K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
68+ 1.97% |
$5.38K - $6.35K
|
3.52K
$309K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
64+ 2.49% |
$5.06K - $5.98K
|
2.64K
$232K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64+ 1.35% |
$5.06K - $5.98K
|
4.8K
$422K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
63+ 1.41% |
$4.98K - $5.88K
|
4.52K
$398K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
63+ 77.78% |
$4.98K - $5.88K
|
144
$12.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
60+ 0.67% |
$4.75K - $5.6K
|
9.01K
$792K
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
60+ 0.74% |
$4.75K - $5.6K
|
8.16K
$718K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
58+ 0.47% |
$4.59K - $5.41K
|
12.5K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
57+ 6.57% |
$4.51K - $5.32K
|
925
$81.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
57+ 12.75% |
$4.51K - $5.32K
|
504
$44.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
56+ 0.27% |
$4.43K - $5.23K
|
20.7K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
56+ 1.63% |
$4.43K - $5.23K
|
3.49K
$307K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
53+ 1.02% |
$4.19K - $4.95K
|
5.27K
$463K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
52+ 10.53% |
$4.11K - $4.85K
|
546
$48K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
51+ 0.54% |
$4.03K - $4.76K
|
9.45K
$831K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
51+ 0.17% |
$4.03K - $4.76K
|
30.8K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
50+ 0.41% |
$3.95K - $4.67K
|
12.1K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50New |
$3.95K - $4.67K
|
50
$4.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
50+ 1.34% |
$3.95K - $4.67K
|
3.78K
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
45+ 0.43% |
$3.56K - $4.2K
|
10.5K
$920K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
45+ 1.57% |
$3.56K - $4.2K
|
2.91K
$256K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
45+ 1.51% |
$3.56K - $4.2K
|
3.03K
$266K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
44+ 0.45% |
$3.48K - $4.11K
|
9.86K
$867K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
42New |
$3.32K - $3.92K
|
42
$3.69K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
42+ 0.9% |
$3.32K - $3.92K
|
4.71K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
41+ 0.99% |
$3.24K - $3.83K
|
4.19K
$368K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
41+ 0.61% |
$3.24K - $3.83K
|
6.81K
$599K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
39+ 1.28% |
$3.08K - $3.64K
|
3.08K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
38+ 0.7% |
$3.01K - $3.55K
|
5.48K
$482K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
37+ 14.4% |
$2.93K - $3.45K
|
294
$25.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 0.03% |
$2.85K - $3.36K
|
138K
$12.2M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 0.03% |
$2.85K - $3.36K
|
138K
$12.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
35+ 0.72% |
$2.77K - $3.27K
|
4.9K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
35+ 0.08% |
$2.77K - $3.27K
|
41.7K
$3.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
34+ 0.09% |
$2.69K - $3.17K
|
38.1K
$3.35M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
33+ 0.69% |
$2.61K - $3.08K
|
4.85K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.75% |
$2.61K - $3.08K
|
4.43K
$390K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
33+ 43.42% |
$2.61K - $3.08K
|
109
$9.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
31+ 4.27% |
$2.45K - $2.89K
|
757
$66.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
30+ 1.76% |
$2.37K - $2.8K
|
1.73K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
30+ 2.22% |
$2.37K - $2.8K
|
1.38K
$122K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29+ 0.24% |
$2.29K - $2.71K
|
12.2K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
28+ 0.72% |
$2.21K - $2.61K
|
3.93K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
27+ 0.75% |
$2.14K - $2.52K
|
3.62K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27+ 0.13% |
$2.14K - $2.52K
|
20.3K
$1.78M
|