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 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-203- 0.12% |
$16.1K - $19K
|
173K
$15.2M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-208- 5.02% |
$16.5K - $19.4K
|
3.94K
$346K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-210- 3.23% |
$16.6K - $19.6K
|
6.29K
$553K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-213- 2.46% |
$16.8K - $19.9K
|
8.46K
$744K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-213- 0.7% |
$16.8K - $19.9K
|
30.4K
$2.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-213- 2.61% |
$16.8K - $19.9K
|
7.94K
$698K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-214- 2.89% |
$16.9K - $20K
|
7.2K
$633K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-215- 5.59% |
$17K - $20.1K
|
3.63K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-220- 14.25% |
$17.4K - $20.5K
|
1.32K
$116K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-224- 0.86% |
$17.7K - $20.9K
|
25.8K
$2.27M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-224- 0.86% |
$17.7K - $20.9K
|
25.8K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-227- 6.07% |
$18K - $21.2K
|
3.51K
$309K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-227- 4.91% |
$18K - $21.2K
|
4.4K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-230- 34.95% |
$18.2K - $21.5K
|
428
$37.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-231- 5.15% |
$18.3K - $21.6K
|
4.26K
$374K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-231- 0.38% |
$18.3K - $21.6K
|
60.5K
$5.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-236- 1.33% |
$18.7K - $22K
|
17.5K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-236- 2.0% |
$18.7K - $22K
|
11.6K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-237- 6.13% |
$18.7K - $22.1K
|
3.63K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-237- 7.76% |
$18.7K - $22.1K
|
2.82K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-239- 0.81% |
$18.9K - $22.3K
|
29.4K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-242- 1.63% |
$19.1K - $22.6K
|
14.6K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-243- 0.84% |
$19.2K - $22.7K
|
28.6K
$2.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-243- 2.92% |
$19.2K - $22.7K
|
8.07K
$710K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-243- 6.76% |
$19.2K - $22.7K
|
3.35K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-243- 0.49% |
$19.2K - $22.7K
|
49.4K
$4.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-245- 4.74% |
$19.4K - $22.9K
|
4.92K
$433K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-250- 56.82% |
$19.8K - $23.3K
|
190
$16.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-252- 4.23% |
$19.9K - $23.5K
|
5.71K
$502K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-255- 4.49% |
$20.2K - $23.8K
|
5.42K
$477K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-256- 1.22% |
$20.2K - $23.9K
|
20.7K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-257- 0.37% |
$20.3K - $24K
|
69.3K
$6.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-260- 13.85% |
$20.6K - $24.3K
|
1.62K
$142K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-261- 0.39% |
$20.6K - $24.4K
|
66.5K
$5.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-264- 77.19% |
$20.9K - $24.6K
|
78
$6.86K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-267- 1.0% |
$21.1K - $24.9K
|
26.5K
$2.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-273- 2.8% |
$21.6K - $25.5K
|
9.47K
$833K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-274- 4.68% |
$21.7K - $25.6K
|
5.58K
$491K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-275- 2.03% |
$21.7K - $25.7K
|
13.3K
$1.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-279- 4.77% |
$22.1K - $26K
|
5.57K
$490K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-288- 9.93% |
$22.8K - $26.9K
|
2.61K
$230K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-290- 5.57% |
$22.9K - $27.1K
|
4.92K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-295- 3.6% |
$23.3K - $27.5K
|
7.89K
$694K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-297- 2.9% |
$23.5K - $27.7K
|
9.95K
$875K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-298- 2.23% |
$23.6K - $27.8K
|
13.1K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-300- 2.68% |
$23.7K - $28K
|
10.9K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-305- 0.87% |
$24.1K - $28.5K
|
34.6K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-305- 0.51% |
$24.1K - $28.5K
|
59.7K
$5.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-309- 3.0% |
$24.4K - $28.8K
|
9.99K
$878K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-314- 9.36% |
$24.8K - $29.3K
|
3.04K
$267K
|