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 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-705- 21.73% |
$55.8K - $65.8K
|
2.54K
$237K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-711- 10.08% |
$56.2K - $66.4K
|
6.34K
$593K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-720- 2.59% |
$56.9K - $67.2K
|
27.1K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-724- 5.69% |
$57.3K - $67.6K
|
12K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-725- 2.33% |
$57.3K - $67.7K
|
30.4K
$2.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-732- 19.46% |
$57.9K - $68.3K
|
3.03K
$283K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-743- 5.11% |
$58.8K - $69.4K
|
13.8K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-747- 85.57% |
$59.1K - $69.7K
|
126
$11.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-767- 2.49% |
$60.7K - $71.6K
|
30K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-770- 5.0% |
$60.9K - $71.9K
|
14.6K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-774- 10.12% |
$61.2K - $72.3K
|
6.87K
$643K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-781- 1.55% |
$61.8K - $72.9K
|
49.5K
$4.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-809- 1.14% |
$64K - $75.5K
|
69.9K
$6.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-811- 2.5% |
$64.1K - $75.7K
|
31.6K
$2.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-816- 3.44% |
$64.5K - $76.2K
|
22.9K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-819- 25.58% |
$64.8K - $76.5K
|
2.38K
$223K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-820- 15.11% |
$64.9K - $76.6K
|
4.61K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-849- 7.67% |
$67.1K - $79.3K
|
10.2K
$955K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-867- 3.69% |
$68.6K - $80.9K
|
22.6K
$2.12M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-873- 6.84% |
$69K - $81.5K
|
11.9K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-882- 5.45% |
$69.8K - $82.3K
|
15.3K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-891- 0.54% |
$70.5K - $83.2K
|
166K
$15.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-893- 5.01% |
$70.6K - $83.4K
|
16.9K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-894- 1.86% |
$70.7K - $83.5K
|
47.2K
$4.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-900- 79.51% |
$71.2K - $84K
|
232
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-900- 12.69% |
$71.2K - $84K
|
6.19K
$579K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-902- 0.21% |
$71.3K - $84.2K
|
431K
$40.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-917- 20.98% |
$72.5K - $85.6K
|
3.45K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-920- 1.67% |
$72.8K - $85.9K
|
54.3K
$5.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-921- 2.24% |
$72.8K - $86K
|
40.2K
$3.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-935- 5.55% |
$73.9K - $87.3K
|
15.9K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-935- 25.83% |
$73.9K - $87.3K
|
2.69K
$251K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-952- 4.79% |
$75.3K - $88.9K
|
18.9K
$1.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-971- 2.56% |
$76.8K - $90.7K
|
36.9K
$3.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-975- 97.5% |
$77.1K - $91K
|
25
$2.34K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-984- 3.45% |
$77.8K - $91.9K
|
27.5K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1K- 21.05% |
$79.1K - $93.4K
|
3.75K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1K- 2.27% |
$79.1K - $93.4K
|
43K
$4.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.05K- 3.96% |
$83K - $98K
|
25.5K
$2.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.06K- 12.09% |
$84.1K - $99.2K
|
7.73K
$723K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.07K- 13.23% |
$84.5K - $99.7K
|
7.01K
$655K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.09K- 2.02% |
$86.2K - $102K
|
52.9K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.1K- 10.14% |
$86.6K - $102K
|
9.7K
$907K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 16.31% |
$87.5K - $103K
|
5.68K
$530K
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-1.15K- 6.67% |
$90.9K - $107K
|
16.1K
$1.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 16.79% |
$92.3K - $109K
|
5.79K
$541K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.17K- 9.4% |
$92.4K - $109K
|
11.3K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 3.09% |
$92.8K - $110K
|
36.8K
$3.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 1.26% |
$92.9K - $110K
|
91.7K
$8.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.21K- 1.89% |
$95.5K - $113K
|
62.7K
$5.86M
|