Purchases and Sales Made in Q3 2023 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-1.22K
- 2.46%
$96.1K - $113K
48.2K $4.22M
Oct 25, 2023 Q3 2023
Rovin Capital

SELL
 -
-1.25K
- 16.3%
$98.6K - $116K
6.41K $560K
Oct 10, 2023 Q3 2023
Farmers Trust CO

SELL
 -
-1.26K
- 5.53%
$99.7K - $118K
21.5K $1.88M
Oct 16, 2023 Q3 2023
Essex LLC

SELL
 -
-1.26K
- 8.02%
$99.7K - $118K
14.5K $1.27M
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

SELL
 -
-1.29K
- 10.74%
$102K - $120K
10.7K $938K
Nov 16, 2023 Q3 2023
Resources Management Corp

West Hartford, CT
SELL
 -
-1.3K
- 12.66%
$103K - $121K
8.95K $783K
Nov 13, 2023 Q3 2023
Allie Family Office LLC

SELL
 -
-1.31K
- 20.1%
$103K - $122K
5.19K $454K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

SELL
 -
-1.31K
- 5.42%
$104K - $122K
22.8K $2M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-1.32K
- 17.36%
$105K - $124K
6.3K $551K
Oct 04, 2023 Q3 2023
Windsor Capital Management, LLC

SELL
 -
-1.33K
- 10.73%
$105K - $124K
11.1K $968K
Oct 26, 2023 Q3 2023
North Star Asset Management Inc

SELL
 -
-1.37K
- 2.73%
$108K - $127K
48.7K $4.26M
Nov 01, 2023 Q3 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-1.38K
- 9.75%
$109K - $128K
12.7K $1.11M
Oct 10, 2023 Q3 2023
Wj Wealth Management, LLC

SELL
 -
-1.38K
- 7.5%
$109K - $129K
17K $1.49M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-1.39K
- 3.96%
$110K - $129K
33.7K $2.94M
Nov 08, 2023 Q3 2023
Vestor Capital, LLC

Chicago, IL
SELL
 -
-1.39K
- 1.52%
$110K - $130K
90.2K $7.89M
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

SELL
 -
-1.4K
- 4.63%
$111K - $131K
28.8K $2.52M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-1.4K
- 25.7%
$111K - $131K
4.05K $354K
Nov 13, 2023 Q3 2023
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-1.43K
- 12.95%
$113K - $134K
9.63K $842K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

SELL
 -
-1.46K
- 3.7%
$115K - $136K
37.9K $3.32M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-1.47K
- 34.6%
$116K - $137K
2.77K $242K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

SELL
 -
-1.47K
- 67.09%
$116K - $137K
722 $63.2K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-1.47K
- 8.08%
$116K - $138K
16.7K $1.46M
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
SELL
 -
-1.47K
- 24.79%
$117K - $138K
4.47K $391K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-1.48K
- 5.8%
$117K - $138K
24.1K $2.1M
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-1.49K
- 36.23%
$117K - $139K
2.61K $229K
Nov 01, 2023 Q3 2023
Mgo Private Wealth, LLC

Irvine, CA
SELL
 -
-1.5K
- 12.13%
$119K - $140K
10.9K $952K
Nov 08, 2023 Q3 2023
Alpha Star Capital Management, LLC

SELL
 -
-1.51K
- 35.45%
$119K - $141K
2.74K $240K
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
SELL
 -
-1.54K
- 8.91%
$122K - $144K
15.8K $1.38M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-1.56K
- 14.23%
$123K - $146K
9.41K $823K
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
SELL
 -
-1.56K
- 6.01%
$124K - $146K
24.4K $2.14M
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

SELL
 -
-1.58K
- 17.76%
$125K - $147K
7.31K $639K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

SELL
 -
-1.59K
- 1.72%
$125K - $148K
90.3K $7.9M
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
SELL
 -
-1.62K
- 3.98%
$128K - $151K
39.1K $3.42M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

SELL
 -
-1.63K
- 19.11%
$129K - $152K
6.9K $604K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-1.63K
- 19.49%
$129K - $152K
6.74K $590K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-1.63K
- 26.13%
$129K - $153K
4.62K $404K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-1.64K
- 2.04%
$130K - $153K
78.8K $6.89M
Oct 27, 2023 Q3 2023
United Bank

SELL
 -
-1.65K
- 4.44%
$131K - $154K
35.5K $3.11M
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

SELL
 -
-1.71K
- 42.97%
$135K - $159K
2.27K $198K
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-1.72K
- 19.43%
$136K - $160K
7.13K $623K
Sep 05, 2024 Q3 2023
Granite Fo LLC

Bedford, NH
SELL
 -
-1.72K
- 13.99%
$136K - $161K
10.6K $925K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-1.73K
- 1.45%
$137K - $162K
117K $10.3M
Nov 14, 2023 Q3 2023
Wellington Shields Capital Management, LLC

New York, NY
SELL
 -
-1.75K
- 5.66%
$138K - $163K
29.2K $2.55M
Sep 06, 2024 Q3 2023
Ted Buchan & CO

San Diego, CA
SELL
 -
-1.8K
- 2.19%
$142K - $168K
80.3K $7.02M
Nov 09, 2023 Q3 2023
Fischer Investment Strategies, LLC

Westlake Village, CA
SELL
 -
-1.8K
- 6.63%
$142K - $168K
25.3K $2.22M
Nov 13, 2023 Q3 2023
Financial Partners Group, LLC

Gallatin, TN
SELL
 -
-1.8K
- 10.05%
$143K - $168K
16.1K $1.41M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
SELL
 -
-1.82K
- 16.27%
$144K - $170K
9.36K $819K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

SELL
 -
-1.82K
- 8.93%
$144K - $170K
18.6K $1.62M
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-1.84K
- 70.82%
$145K - $171K
756 $66.1K

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