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 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-36- 0.12% |
$2.85K - $3.36K
|
28.9K
$2.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-36- 0.32% |
$2.85K - $3.36K
|
11.2K
$985K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-38- 9.55% |
$3.01K - $3.55K
|
360
$31.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-39- 0.18% |
$3.08K - $3.64K
|
22.1K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39- 19.6% |
$3.08K - $3.64K
|
160
$14.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-40- 0.25% |
$3.16K - $3.73K
|
16.1K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-41- 20.5% |
$3.24K - $3.83K
|
159
$14K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-42- 0.44% |
$3.32K - $3.92K
|
9.41K
$828K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-43- 1.17% |
$3.4K - $4.01K
|
3.63K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 0.51% |
$3.95K - $4.67K
|
9.69K
$852K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-51- 0.09% |
$4.03K - $4.76K
|
56.3K
$4.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.16% |
$4.11K - $4.85K
|
32.6K
$2.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-53- 3.29% |
$4.19K - $4.95K
|
1.56K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 2.08% |
$4.43K - $5.23K
|
2.64K
$232K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-57- 0.19% |
$4.51K - $5.32K
|
30.6K
$2.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-57- 0.03% |
$4.51K - $5.32K
|
181K
$15.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-57- 2.01% |
$4.51K - $5.32K
|
2.78K
$244K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-57- 2.5% |
$4.51K - $5.32K
|
2.22K
$195K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-58- 7.2% |
$4.59K - $5.41K
|
748
$65.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-61- 1.5% |
$4.82K - $5.69K
|
4.01K
$353K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-63- 1.89% |
$4.98K - $5.88K
|
3.28K
$288K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-65- 0.74% |
$5.14K - $6.07K
|
8.74K
$768K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-65- 0.22% |
$5.14K - $6.07K
|
29.3K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66- 2.01% |
$5.22K - $6.16K
|
3.21K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-67- 3.98% |
$5.3K - $6.26K
|
1.62K
$142K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-70- 0.42% |
$5.54K - $6.54K
|
16.7K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-70- 0.45% |
$5.54K - $6.54K
|
15.3K
$1.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-70- 1.5% |
$5.54K - $6.54K
|
4.6K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-70- 0.77% |
$5.54K - $6.54K
|
9.07K
$797K
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-71- 0.45% |
$5.62K - $6.63K
|
15.6K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-71- 32.42% |
$5.62K - $6.63K
|
148
$13K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-72- 2.05% |
$5.69K - $6.72K
|
3.45K
$303K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-72- 2.02% |
$5.69K - $6.72K
|
3.49K
$307K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-75- 5.58% |
$5.93K - $7K
|
1.27K
$112K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-75- 2.95% |
$5.93K - $7K
|
2.47K
$217K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-80- 1.01% |
$6.33K - $7.47K
|
7.82K
$688K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-82- 1.72% |
$6.49K - $7.66K
|
4.67K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
SELL
|
- |
-84- 0.9% |
$6.64K - $7.84K
|
9.22K
$811K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-85- 0.79% |
$6.72K - $7.94K
|
10.7K
$941K
|
|
|
Oct 25, 2023
Q3 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-90- 1.15% |
$7.12K - $8.4K
|
7.71K
$678K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-91- 2.62% |
$7.2K - $8.5K
|
3.38K
$297K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-91- 9.62% |
$7.2K - $8.5K
|
855
$75.2K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-91- 10.48% |
$7.2K - $8.5K
|
777
$68.3K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-94- 0.7% |
$7.43K - $8.78K
|
13.4K
$1.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-100- 2.35% |
$7.91K - $9.34K
|
4.15K
$365K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 35.21% |
$7.91K - $9.34K
|
184
$16.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-100- 1.41% |
$7.91K - $9.34K
|
6.97K
$613K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 57.14% |
$7.91K - $9.34K
|
75
$6.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-100- 8.0% |
$7.91K - $9.34K
|
1.15K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-100- 18.18% |
$7.91K - $9.34K
|
450
$39.6K
|