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 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-314- 1.77% |
$24.8K - $29.3K
|
17.4K
$1.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-318- 6.38% |
$25.2K - $29.7K
|
4.67K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-319- 28.71% |
$25.2K - $29.8K
|
792
$69.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-323- 2.69% |
$25.5K - $30.2K
|
11.7K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-325- 2.87% |
$25.7K - $30.3K
|
11K
$963K
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-329- 10.43% |
$26K - $30.7K
|
2.83K
$247K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-335- 5.64% |
$26.5K - $31.3K
|
5.61K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-339- 4.9% |
$26.8K - $31.6K
|
6.58K
$576K
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-341- 1.28% |
$27K - $31.8K
|
26.4K
$2.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-343- 1.25% |
$27.1K - $32K
|
27K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-345- 0.88% |
$27.3K - $32.2K
|
38.9K
$3.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-347- 2.97% |
$27.4K - $32.4K
|
11.3K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-350- 7.34% |
$27.7K - $32.7K
|
4.42K
$386K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-352- 1.0% |
$27.8K - $32.9K
|
35K
$3.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-353- 4.91% |
$27.9K - $33K
|
6.84K
$598K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-354- 0.94% |
$28K - $33K
|
37.1K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-361- 6.88% |
$28.6K - $33.7K
|
4.88K
$427K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-362- 9.03% |
$28.6K - $33.8K
|
3.65K
$319K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-362- 10.0% |
$28.6K - $33.8K
|
3.26K
$285K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-367- 0.93% |
$29K - $34.3K
|
39.1K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-384- 8.4% |
$30.4K - $35.9K
|
4.19K
$366K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-387- 11.43% |
$30.6K - $36.1K
|
3K
$262K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-403- 3.26% |
$31.9K - $37.6K
|
12K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-405- 8.36% |
$32K - $37.8K
|
4.44K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-414- 9.18% |
$32.7K - $38.7K
|
4.1K
$358K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-420- 7.51% |
$33.2K - $39.2K
|
5.17K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-426- 2.08% |
$33.7K - $39.8K
|
20.1K
$1.76M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-436- 30.36% |
$34.5K - $40.7K
|
1K
$87.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-442- 7.78% |
$35K - $41.3K
|
5.24K
$458K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-443- 2.01% |
$35K - $41.4K
|
21.6K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-446- 4.95% |
$35.3K - $41.6K
|
8.56K
$749K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-448- 2.95% |
$35.4K - $41.8K
|
14.8K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-449- 11.14% |
$35.5K - $41.9K
|
3.58K
$313K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-456- 2.67% |
$36.1K - $42.6K
|
16.6K
$1.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-456- 3.8% |
$36.1K - $42.6K
|
11.5K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-456- 3.74% |
$36.1K - $42.6K
|
11.7K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-459- 10.13% |
$36.3K - $42.9K
|
4.07K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-466- 14.4% |
$36.9K - $43.5K
|
2.77K
$242K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-469- 11.08% |
$37.1K - $43.8K
|
3.76K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-470- 6.97% |
$37.2K - $43.9K
|
6.27K
$549K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-471- 2.06% |
$37.3K - $44K
|
22.3K
$1.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-474- 3.81% |
$37.5K - $44.3K
|
12K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-477- 6.43% |
$37.7K - $44.5K
|
6.95K
$608K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-479- 10.25% |
$37.9K - $44.7K
|
4.2K
$367K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-480- 1.92% |
$38K - $44.8K
|
24.5K
$2.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-488- 0.58% |
$38.6K - $45.6K
|
83.3K
$7.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-489- 1.17% |
$38.7K - $45.7K
|
41.3K
$3.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-490- 5.08% |
$38.8K - $45.7K
|
9.15K
$801K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-497- 1.54% |
$39.3K - $46.4K
|
31.9K
$2.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-500- 7.94% |
$39.5K - $46.7K
|
5.8K
$507K
|