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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
26+ 0.63% |
$2.06K - $2.43K
|
4.16K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26New |
$2.06K - $2.43K
|
26
$2.29K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25+ 0.4% |
$1.98K - $2.33K
|
6.28K
$553K
|
|
|
Oct 18, 2023
Q3 2023
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
24+ 0.05% |
$1.9K - $2.24K
|
47.1K
$4.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
24+ 0.59% |
$1.9K - $2.24K
|
4.07K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
23+ 0.06% |
$1.82K - $2.15K
|
38.9K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
23+ 0.24% |
$1.82K - $2.15K
|
9.77K
$860K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 0.65% |
$1.66K - $1.96K
|
3.25K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
20+ 0.42% |
$1.58K - $1.87K
|
4.73K
$416K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
19+ 0.75% |
$1.5K - $1.77K
|
2.56K
$225K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
17+ 0.64% |
$1.34K - $1.59K
|
2.66K
$235K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17+ 0.09% |
$1.34K - $1.59K
|
18.2K
$1.6M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 1.56% |
$1.27K - $1.49K
|
1.04K
$91.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
14+ 0.04% |
$1.11K - $1.31K
|
36.9K
$3.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
12+ 0.44% |
$949 - $1.12K
|
2.75K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
12+ 8.7% |
$949 - $1.12K
|
150
$13.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.11% |
$870 - $1.03K
|
9.77K
$860K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 5.59% |
$791 - $934
|
189
$16.6K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
10+ 0.01% |
$791 - $934
|
85K
$7.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.11% |
$712 - $840
|
8.49K
$747K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7+ 0.73% |
$554 - $654
|
965
$84.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.35% |
$554 - $654
|
1.99K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 0.06% |
$554 - $654
|
11.9K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.68% |
$554 - $654
|
1.03K
$90.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.74% |
$475 - $560
|
813
$71.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.03% |
$395 - $467
|
18.3K
$1.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
5+ 0.03% |
$395 - $467
|
19.7K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
5+ 0.57% |
$395 - $467
|
884
$77.8K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5+ 0.19% |
$395 - $467
|
2.6K
$229K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.01% |
$316 - $373
|
72.1K
$6.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.53% |
$237 - $280
|
568
$50K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.08% |
$237 - $280
|
3.8K
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$237 - $280
|
17.5K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$237 - $280
|
9.83K
$865K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 0.8% |
$237 - $280
|
379
$33.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.27% |
$237 - $280
|
1.11K
$97.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.33% |
$158 - $187
|
601
$52.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.31% |
$158 - $187
|
651
$57.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2+ 0.02% |
$158 - $187
|
9.18K
$808K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$158 - $187
|
3.2K
$281K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.18% |
$158 - $187
|
1.14K
$101K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2+ 0.06% |
$158 - $187
|
3.63K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.01% |
$158 - $187
|
14.7K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.08% |
$158 - $187
|
2.49K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.07% |
$158 - $187
|
2.99K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.36% |
$158 - $187
|
558
$49.1K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.56% |
$158 - $187
|
362
$31.9K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.92% |
$158 - $187
|
219
$19.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.02% |
$79.1 - $93.4
|
5.21K
$459K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 0.63% |
$79.1 - $93.4
|
159
$14K
|