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
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.77K- 50.0% |
$219K - $259K
|
2.77K
$226K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.77K- 50.0% |
$219K - $259K
|
2.77K
$226K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.8KClosed |
$222K - $262K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.94K- 5.41% |
$232K - $274K
|
51.3K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.97K- 25.18% |
$235K - $277K
|
8.82K
$719K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.99K- 2.28% |
$236K - $279K
|
128K
$10.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-3.01K- 5.79% |
$238K - $281K
|
49K
$3.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.07K- 22.21% |
$243K - $287K
|
10.8K
$877K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.1K- 2.04% |
$245K - $289K
|
149K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.14K- 3.06% |
$248K - $293K
|
99.7K
$8.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-3.22K- 7.74% |
$254K - $300K
|
38.3K
$3.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-3.26K- 11.45% |
$258K - $304K
|
25.2K
$2.06M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.42K- 18.98% |
$270K - $319K
|
14.6K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.42K- 5.23% |
$271K - $319K
|
62K
$5.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.49K- 35.85% |
$276K - $326K
|
6.25K
$509K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.51K- 15.88% |
$278K - $328K
|
18.6K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.52K- 32.25% |
$279K - $329K
|
7.4K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3.57K- 81.67% |
$282K - $333K
|
800
$65.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.69K- 1.25% |
$292K - $344K
|
291K
$23.7M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.75K- 4.74% |
$296K - $350K
|
75.3K
$6.14M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-3.82K- 12.04% |
$302K - $356K
|
27.9K
$2.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.85K- 34.37% |
$304K - $359K
|
7.35K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.85K- 8.55% |
$305K - $360K
|
41.2K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.92K- 37.02% |
$310K - $366K
|
6.66K
$543K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.93K- 6.77% |
$311K - $367K
|
54.1K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.98K- 15.37% |
$315K - $372K
|
21.9K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-4.07K- 1.76% |
$322K - $380K
|
227K
$18.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4.11K- 73.28% |
$325K - $384K
|
1.5K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.35K- 1.44% |
$344K - $406K
|
298K
$24.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.4K- 25.45% |
$348K - $411K
|
12.9K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-4.5K- 11.01% |
$356K - $420K
|
36.4K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.58K- 15.14% |
$362K - $427K
|
25.7K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-4.86K- 15.03% |
$384K - $454K
|
27.5K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-4.87K- 97.01% |
$385K - $455K
|
150
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.92K- 7.53% |
$389K - $460K
|
60.4K
$4.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-5.02K- 3.36% |
$397K - $468K
|
144K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.03K- 40.14% |
$398K - $470K
|
7.51K
$612K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-5.05K- 43.69% |
$399K - $471K
|
6.51K
$530K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-5.05K- 7.67% |
$400K - $472K
|
60.8K
$4.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5.12K- 57.33% |
$405K - $478K
|
3.81K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-5.13K- 18.84% |
$406K - $479K
|
22.1K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-5.16K- 7.88% |
$408K - $481K
|
60.3K
$4.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.21K- 4.49% |
$412K - $486K
|
111K
$9.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.25K- 18.48% |
$415K - $490K
|
23.2K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-5.25K- 24.06% |
$415K - $490K
|
16.6K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.29K- 10.27% |
$418K - $493K
|
46.2K
$3.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-5.4K- 23.28% |
$427K - $504K
|
17.8K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-5.48K- 26.0% |
$434K - $512K
|
15.6K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.6K- 8.03% |
$443K - $523K
|
64.2K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.64K- 24.64% |
$446K - $527K
|
17.2K
$1.41M
|