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 |
|---|---|---|---|---|---|---|---|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.72K- 13.99% |
$136K - $161K
|
10.6K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.73K- 1.45% |
$137K - $162K
|
117K
$9.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.75K- 5.66% |
$138K - $163K
|
29.2K
$2.38M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.8K- 2.19% |
$142K - $168K
|
80.3K
$6.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-1.8K- 6.63% |
$142K - $168K
|
25.3K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.8K- 10.05% |
$143K - $168K
|
16.1K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.82K- 16.27% |
$144K - $170K
|
9.36K
$763K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.82K- 8.93% |
$144K - $170K
|
18.6K
$1.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.84K- 70.82% |
$145K - $171K
|
756
$61.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.84K- 1.21% |
$146K - $172K
|
150K
$12.2M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.86K- 37.8% |
$147K - $174K
|
3.07K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.87K- 3.93% |
$148K - $175K
|
45.8K
$3.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 39.92% |
$148K - $175K
|
2.83K
$230K
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 39.92% |
$148K - $175K
|
2.83K
$230K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-1.91K- 8.61% |
$151K - $178K
|
20.2K
$1.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.92K- 43.09% |
$152K - $180K
|
2.54K
$207K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.96K- 17.49% |
$155K - $183K
|
9.23K
$752K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.97K- 5.89% |
$156K - $184K
|
31.5K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.99K- 38.93% |
$157K - $186K
|
3.12K
$254K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.01K- 4.47% |
$159K - $188K
|
43.1K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.03K- 8.97% |
$161K - $190K
|
20.6K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-2.04K- 14.22% |
$162K - $191K
|
12.3K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2.12K- 29.22% |
$168K - $198K
|
5.15K
$419K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.13K- 0.88% |
$168K - $198K
|
239K
$19.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.14K- 2.49% |
$169K - $200K
|
83.6K
$6.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.14K- 3.36% |
$169K - $200K
|
61.7K
$5.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.14K- 1.76% |
$170K - $200K
|
120K
$9.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-2.17K- 1.88% |
$172K - $203K
|
114K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.18K- 2.78% |
$172K - $203K
|
76K
$6.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.22K- 30.31% |
$176K - $208K
|
5.11K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.34K- 19.57% |
$185K - $219K
|
9.63K
$785K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.38K- 2.66% |
$188K - $222K
|
86.9K
$7.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.44K- 1.91% |
$193K - $228K
|
125K
$10.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.44K- 18.82% |
$193K - $228K
|
10.5K
$858K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.45K- 57.61% |
$193K - $228K
|
1.8K
$147K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.51K- 6.46% |
$198K - $234K
|
36.3K
$2.96M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.51KClosed |
$198K - $234K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-2.52K- 8.4% |
$199K - $235K
|
27.5K
$2.24M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.55K- 20.18% |
$201K - $238K
|
10.1K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.55K- 5.22% |
$202K - $238K
|
46.3K
$3.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.58K- 4.42% |
$204K - $241K
|
55.8K
$4.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.59K- 3.02% |
$205K - $242K
|
83.1K
$6.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.61K- 9.69% |
$207K - $244K
|
24.4K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.67K- 21.15% |
$211K - $249K
|
9.96K
$812K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.67K- 5.54% |
$211K - $250K
|
45.6K
$3.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.74K- 3.1% |
$216K - $255K
|
85.6K
$6.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.76K- 7.0% |
$218K - $258K
|
36.7K
$2.99M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.77K- 29.86% |
$219K - $259K
|
6.5K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 6.6% |
$219K - $259K
|
39.2K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.77K- 2.76% |
$219K - $259K
|
97.6K
$7.95M
|