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 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.71K- 38.82% |
$530K - $626K
|
10.6K
$988K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.76K- 1.92% |
$535K - $631K
|
346K
$32.4M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-6.97K- 9.69% |
$551K - $650K
|
64.9K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
SELL
|
- |
-7K- 30.04% |
$554K - $654K
|
16.3K
$1.52M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.38K- 9.05% |
$584K - $689K
|
74.2K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.42K- 37.66% |
$587K - $693K
|
12.3K
$1.15M
|
|
|
Oct 06, 2023
Q3 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-7.61K- 31.26% |
$602K - $710K
|
16.7K
$1.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-8.23K- 13.81% |
$651K - $769K
|
51.4K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-8.4K- 1.19% |
$664K - $784K
|
695K
$65M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.51K- 45.28% |
$673K - $795K
|
10.3K
$961K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.55K- 8.49% |
$676K - $799K
|
92.2K
$8.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.6K- 31.7% |
$680K - $803K
|
18.5K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-8.97K- 8.91% |
$710K - $838K
|
91.7K
$8.57M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.99K- 65.12% |
$711K - $840K
|
4.82K
$450K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.2K- 24.33% |
$728K - $859K
|
28.6K
$2.67M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-9.26K- 1.4% |
$732K - $865K
|
652K
$60.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9.3K- 75.4% |
$736K - $868K
|
3.03K
$284K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-9.37K- 60.84% |
$741K - $875K
|
6.03K
$564K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-9.38K- 1.42% |
$742K - $876K
|
652K
$60.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-9.47K- 19.72% |
$749K - $884K
|
38.5K
$3.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-10K- 2.81% |
$792K - $935K
|
347K
$32.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-10.8K- 64.0% |
$855K - $1.01M
|
6.08K
$568K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10.9K- 6.25% |
$863K - $1.02M
|
164K
$15.3M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10.9K- 6.25% |
$863K - $1.02M
|
164K
$15.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-11K- 77.46% |
$870K - $1.03M
|
3.2K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.1K- 0.99% |
$876K - $1.03M
|
1.1M
$103M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-11.2K- 42.57% |
$889K - $1.05M
|
15.2K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.4K- 23.45% |
$900K - $1.06M
|
37.1K
$3.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-12K- 5.29% |
$945K - $1.12M
|
214K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-12.4K- 50.85% |
$980K - $1.16M
|
12K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.7K- 37.22% |
$1M - $1.18M
|
21.4K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.9K- 15.87% |
$1.02M - $1.2M
|
68.2K
$6.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13K- 99.24% |
$1.03M - $1.21M
|
100
$9.35K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-13K- 77.79% |
$1.03M - $1.21M
|
3.71K
$347K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-13.1K- 19.46% |
$1.04M - $1.23M
|
54.4K
$5.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-13.4K- 42.42% |
$1.06M - $1.25M
|
18.2K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-13.5K- 68.31% |
$1.07M - $1.26M
|
6.25K
$585K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-13.5K- 66.5% |
$1.07M - $1.26M
|
6.83K
$638K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-13.7K- 9.82% |
$1.08M - $1.28M
|
126K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-14.5K- 54.06% |
$1.14M - $1.35M
|
12.3K
$1.15M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.6K- 0.21% |
$1.15M - $1.36M
|
6.91M
$646M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14.6K- 7.84% |
$1.16M - $1.37M
|
172K
$16.1M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-14.7K- 57.05% |
$1.16M - $1.37M
|
11K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-14.7K- 7.8% |
$1.16M - $1.37M
|
174K
$16.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-15.2K- 15.19% |
$1.2M - $1.42M
|
84.7K
$7.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-15.2K- 6.8% |
$1.21M - $1.42M
|
209K
$19.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.3K- 73.5% |
$1.21M - $1.43M
|
5.5K
$514K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.4K- 6.73% |
$1.29M - $1.53M
|
227K
$21.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-16.6K- 70.28% |
$1.31M - $1.55M
|
7.03K
$657K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.1K- 13.42% |
$1.35M - $1.6M
|
110K
$10.3M
|