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 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-500- 16.67% |
$39.5K - $46.7K
|
2.5K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-509- 2.43% |
$40.3K - $47.5K
|
20.4K
$1.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-521- 10.4% |
$41.2K - $48.6K
|
4.49K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-522- 0.97% |
$41.3K - $48.7K
|
53.6K
$5.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-529- 11.04% |
$41.8K - $49.4K
|
4.26K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-535- 1.71% |
$42.3K - $49.9K
|
30.8K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-541- 81.23% |
$42.8K - $50.5K
|
125
$11.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-545- 1.86% |
$43.1K - $50.9K
|
28.8K
$2.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-548- 2.22% |
$43.3K - $51.2K
|
24.1K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-550- 7.24% |
$43.5K - $51.3K
|
7.05K
$659K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-552- 4.33% |
$43.7K - $51.5K
|
12.2K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-553- 2.98% |
$43.7K - $51.6K
|
18K
$1.68M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-554- 3.19% |
$43.8K - $51.7K
|
16.8K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-559- 4.96% |
$44.2K - $52.2K
|
10.7K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-564- 1.42% |
$44.6K - $52.7K
|
39.2K
$3.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-567- 40.67% |
$44.8K - $52.9K
|
827
$77.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-569- 4.69% |
$45K - $53.1K
|
11.6K
$1.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-570- 2.11% |
$45.1K - $53.2K
|
26.4K
$2.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-570- 7.58% |
$45.1K - $53.2K
|
6.95K
$649K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-572- 76.06% |
$45.2K - $53.4K
|
180
$16.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-572- 5.91% |
$45.2K - $53.4K
|
9.11K
$852K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-573- 5.91% |
$45.3K - $53.5K
|
9.12K
$853K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-574- 11.82% |
$45.4K - $53.6K
|
4.28K
$400K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-581- 18.09% |
$46K - $54.2K
|
2.63K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-590- 1.08% |
$46.7K - $55.1K
|
53.8K
$5.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-596- 1.14% |
$47.1K - $55.6K
|
51.8K
$4.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-598- 2.36% |
$47.3K - $55.8K
|
24.7K
$2.31M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 33.33% |
$47.5K - $56K
|
1.2K
$112K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-605- 7.19% |
$47.8K - $56.5K
|
7.81K
$730K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-625- 9.77% |
$49.4K - $58.4K
|
5.77K
$540K
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-627- 12.38% |
$49.6K - $58.5K
|
4.44K
$415K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-627- 17.6% |
$49.6K - $58.5K
|
2.94K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-630- 7.03% |
$49.8K - $58.8K
|
8.33K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-630- 2.77% |
$49.8K - $58.8K
|
22.1K
$2.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-632- 65.97% |
$50K - $59K
|
326
$30.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-633- 0.92% |
$50.1K - $59.1K
|
68.4K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-634- 6.85% |
$50.1K - $59.2K
|
8.62K
$806K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-638- 4.08% |
$50.5K - $59.6K
|
15K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-638- 0.89% |
$50.5K - $59.6K
|
71.2K
$6.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Regis Management CO LLC
|
SELL
|
- |
-650- 1.29% |
$51.4K - $60.7K
|
49.8K
$4.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-650- 1.06% |
$51.4K - $60.7K
|
60.9K
$5.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-655- 4.67% |
$51.8K - $61.2K
|
13.4K
$1.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-657- 6.95% |
$52K - $61.3K
|
8.8K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-660- 21.22% |
$52.2K - $61.6K
|
2.45K
$229K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-679- 11.02% |
$53.7K - $63.4K
|
5.48K
$513K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-680- 1.88% |
$53.8K - $63.5K
|
35.5K
$3.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-682- 16.61% |
$53.9K - $63.7K
|
3.43K
$320K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 4.42% |
$55.4K - $65.4K
|
15.1K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-700- 6.14% |
$55.4K - $65.4K
|
10.7K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-700- 4.12% |
$55.4K - $65.4K
|
16.3K
$1.52M
|