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 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 1.58% |
$7.91K - $9.34K
|
6.21K
$546K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-100- 0.35% |
$7.91K - $9.34K
|
28.9K
$2.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-101- 5.11% |
$7.99K - $9.43K
|
1.88K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-101- 4.01% |
$7.99K - $9.43K
|
2.42K
$213K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-102- 0.43% |
$8.07K - $9.52K
|
23.6K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-112- 0.5% |
$8.86K - $10.5K
|
22.5K
$1.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-113- 1.01% |
$8.94K - $10.5K
|
11.1K
$973K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-113- 3.51% |
$8.94K - $10.5K
|
3.11K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-113- 0.46% |
$8.94K - $10.5K
|
24.3K
$2.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-116- 0.12% |
$9.17K - $10.8K
|
93.5K
$8.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 0.46% |
$9.25K - $10.9K
|
25.1K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-121- 2.6% |
$9.57K - $11.3K
|
4.53K
$398K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-125- 0.62% |
$9.89K - $11.7K
|
20.1K
$1.77M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-127- 1.29% |
$10K - $11.9K
|
9.7K
$853K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-127Closed |
$10K - $11.9K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-130- 3.41% |
$10.3K - $12.1K
|
3.68K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-130- 2.4% |
$10.3K - $12.1K
|
5.28K
$464K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-138- 1.29% |
$10.9K - $12.9K
|
10.5K
$928K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-142- 29.1% |
$11.2K - $13.3K
|
346
$30.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-142- 1.22% |
$11.2K - $13.3K
|
11.5K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-142- 0.36% |
$11.2K - $13.3K
|
39.8K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-146- 25.75% |
$11.5K - $13.6K
|
421
$37K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-150- 3.45% |
$11.9K - $14K
|
4.2K
$369K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 4.5% |
$11.9K - $14K
|
3.19K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-153- 2.58% |
$12.1K - $14.3K
|
5.78K
$508K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-156- 6.14% |
$12.3K - $14.6K
|
2.38K
$210K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-156- 5.52% |
$12.3K - $14.6K
|
2.67K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-156- 4.0% |
$12.3K - $14.6K
|
3.74K
$329K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-157- 1.51% |
$12.4K - $14.7K
|
10.2K
$898K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-158- 1.55% |
$12.5K - $14.8K
|
10K
$881K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-158- 2.14% |
$12.5K - $14.8K
|
7.22K
$635K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-163- 1.32% |
$12.9K - $15.2K
|
12.2K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-164- 1.57% |
$13K - $15.3K
|
10.3K
$904K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-164- 1.57% |
$13K - $15.3K
|
10.3K
$904K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-166- 4.05% |
$13.1K - $15.5K
|
3.93K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-168- 0.29% |
$13.3K - $15.7K
|
57.4K
$5.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-171- 14.43% |
$13.5K - $16K
|
1.01K
$89.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-174- 0.28% |
$13.8K - $16.2K
|
61.6K
$5.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-178- 0.44% |
$14.1K - $16.6K
|
40.7K
$3.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-181- 0.81% |
$14.3K - $16.9K
|
22.1K
$1.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-183- 5.51% |
$14.5K - $17.1K
|
3.14K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-185- 3.6% |
$14.6K - $17.3K
|
4.96K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-186- 0.62% |
$14.7K - $17.4K
|
29.8K
$2.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-189- 1.24% |
$14.9K - $17.6K
|
15.1K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-192- 7.26% |
$15.2K - $17.9K
|
2.45K
$216K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-192- 4.15% |
$15.2K - $17.9K
|
4.44K
$390K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-193- 2.33% |
$15.3K - $18K
|
8.09K
$711K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-195- 0.15% |
$15.4K - $18.2K
|
127K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-197- 12.14% |
$15.6K - $18.4K
|
1.43K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-200- 2.75% |
$15.8K - $18.7K
|
7.07K
$622K
|