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 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195K+ 39.36% |
$15.4M - $18.2M
|
690K
$60.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
187K+ 4202.22% |
$14.8M - $17.5M
|
192K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
183K+ 11.56% |
$14.5M - $17.1M
|
1.76M
$154M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
176KNew |
$13.9M - $16.4M
|
176K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
174K+ 704.85% |
$13.8M - $16.3M
|
199K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
171K+ 18.18% |
$13.5M - $15.9M
|
1.11M
$97.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
164K+ 776.69% |
$13M - $15.3M
|
185K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
163K+ 80797.03% |
$12.9M - $15.2M
|
163K
$14.3M
|
|
|
Jun 14, 2024
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
162K+ 328.95% |
$12.8M - $15.1M
|
211K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
158KNew |
$12.5M - $14.7M
|
158K
$13.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
149K+ 134.9% |
$11.8M - $13.9M
|
259K
$22.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
148KNew |
$11.7M - $13.8M
|
148K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
134KNew |
$10.6M - $12.5M
|
134K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
132K+ 615.61% |
$10.5M - $12.4M
|
154K
$13.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
128KNew |
$10.2M - $12M
|
128K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
119KNew |
$9.38M - $11.1M
|
119K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
119KNew |
$9.38M - $11.1M
|
119K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
116KNew |
$9.16M - $10.8M
|
116K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115K+ 2843.43% |
$9.08M - $10.7M
|
119K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Arctis Global LLC
San Juan, PR |
BUY
|
- |
115K+ 46.76% |
$9.08M - $10.7M
|
360K
$31.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
115K+ 410.7% |
$9.07M - $10.7M
|
143K
$12.5M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111K+ 127.35% |
$8.75M - $10.3M
|
197K
$17.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
108K+ 1690.32% |
$8.55M - $10.1M
|
114K
$10M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
104KNew |
$8.23M - $9.71M
|
104K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
100KNew |
$7.91M - $9.34M
|
100K
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
100KNew |
$7.91M - $9.34M
|
100K
$8.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
99.1KNew |
$7.84M - $9.25M
|
99.1K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
96.3K+ 9.92% |
$7.62M - $8.99M
|
1.07M
$93.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
96.2K+ 423.85% |
$7.61M - $8.98M
|
119K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
92.1K+ 20.28% |
$7.28M - $8.59M
|
546K
$47.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
89.7K+ 40.53% |
$7.1M - $8.38M
|
311K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
82.3K+ 372.72% |
$6.51M - $7.68M
|
104K
$9.13M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
78.2K+ 300.65% |
$6.19M - $7.3M
|
104K
$9.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.6K+ 5.96% |
$6.14M - $7.25M
|
1.38M
$121M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
77K+ 114.41% |
$6.09M - $7.19M
|
144K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
76.4K+ 307.85% |
$6.05M - $7.14M
|
101K
$8.86M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
73.1K+ 271.08% |
$5.78M - $6.82M
|
100K
$8.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
72.5K+ 108.87% |
$5.74M - $6.77M
|
139K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
71.6KNew |
$5.66M - $6.68M
|
71.6K
$6.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
70K+ 71.43% |
$5.54M - $6.54M
|
168K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
69.2K+ 155.53% |
$5.48M - $6.46M
|
114K
$9.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
67.2K+ 230.8% |
$5.32M - $6.28M
|
96.4K
$8.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
66.8K+ 51.99% |
$5.28M - $6.23M
|
195K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
66.7K+ 228.13% |
$5.27M - $6.22M
|
95.9K
$8.39M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
62.2K+ 209.35% |
$4.92M - $5.81M
|
91.9K
$8.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 24.03% |
$4.87M - $5.74M
|
318K
$27.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
59.3K+ 33.05% |
$4.69M - $5.54M
|
239K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
58.5K+ 74.56% |
$4.63M - $5.46M
|
137K
$12M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
58.1K+ 46.86% |
$4.59M - $5.42M
|
182K
$15.9M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
56.6KNew |
$4.47M - $5.28M
|
56.6K
$4.95M
|