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 13, 2023 Q3 2023
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
56.5K
New
$4.47M - $5.27M
56.5K $4.94M
Oct 23, 2023 Q3 2023
Innova Wealth Partners

BUY
 -
56.2K
New
$4.45M - $5.25M
56.2K $4.92M
Nov 13, 2023 Q3 2023
Ally Financial Inc.

Detroit, MI
BUY
 -
55K
New
$4.35M - $5.13M
55K $4.81M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
54.4K
+ 73.38%
$4.3M - $5.08M
129K $11.2M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
54.2K
New
$4.29M - $5.06M
54.2K $4.74M
Nov 01, 2023 Q3 2023
Omnia Family Wealth, LLC

BUY
 -
54K
New
$4.27M - $5.04M
54K $4.72M
Oct 10, 2023 Q3 2023
Peak Financial Advisors LLC

BUY
 -
53.3K
+ 1126.36%
$4.22M - $4.98M
58.1K $5.08M
Nov 14, 2023 Q3 2023
Steven Cohen Point72 Asset Management, L.P. | Stamford, Ct
BUY
 -
52.5K
+ 350.0%
$4.15M - $4.9M
67.5K $5.9M
Nov 13, 2023 Q3 2023
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
52K
New
$4.11M - $4.85M
52K $4.55M
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
51.2K
New
$4.05M - $4.78M
51.2K $4.48M
Nov 15, 2023 Q3 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
50K
+ 1773.05%
$3.95M - $4.67M
52.8K $4.62M
Oct 17, 2023 Q3 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
48.9K
New
$3.87M - $4.57M
48.9K $4.28M
Nov 14, 2023 Q3 2023
Quarry LP

New York, NY
BUY
 -
48.2K
New
$3.81M - $4.5M
48.2K $4.22M
Oct 30, 2023 Q3 2023
Meitav Dash Investments LTD

BUY
 -
48.2K
+ 9.08%
$3.81M - $4.5M
579K $50.6M
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
47.3K
+ 148.51%
$3.74M - $4.42M
79.2K $6.92M
Oct 24, 2023 Q3 2023
Leicht Financial Planning & Wealth Management, Inc.

BUY
 -
46.1K
New
$3.64M - $4.3M
46.1K $4.03M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
45.8K
+ 26.8%
$3.62M - $4.27M
217K $18.9M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
45.7K
+ 43.72%
$3.62M - $4.27M
150K $13.1M
Nov 08, 2023 Q3 2023
Lebenthal Global Advisors, LLC

BUY
 -
45.4K
+ 52.49%
$3.59M - $4.24M
132K $11.5M
Nov 14, 2023 Q3 2023
Terrapin Asset Management, LLC

Miami, FL
BUY
 -
45.2K
+ 941.67%
$3.57M - $4.22M
50K $4.37M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
44.8K
+ 5.47%
$3.54M - $4.18M
864K $75.6M
Nov 13, 2023 Q3 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
44.4K
New
$3.51M - $4.14M
44.4K $3.88M
Nov 14, 2023 Q3 2023
Vestcor Inc

Fredericton, A3
BUY
 -
44.1K
New
$3.49M - $4.12M
44.1K $3.86M
Nov 03, 2023 Q3 2023
Q3 Asset Management

BUY
 -
44K
New
$3.48M - $4.11M
44K $3.85M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
42.8K
+ 284.92%
$3.38M - $3.99M
57.8K $5.05M
Nov 13, 2023 Q3 2023
Iron Bridge Private Wealth, LLC

BUY
 -
39.7K
New
$3.14M - $3.71M
39.7K $3.48M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
39.7K
+ 19.79%
$3.14M - $3.7M
240K $21M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
39K
New
$3.08M - $3.64M
39K $3.41M
Oct 24, 2023 Q3 2023
Horizon Wealth Management, LLC

BUY
 -
38.7K
New
$3.06M - $3.61M
38.7K $3.38M
Nov 13, 2023 Q3 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
38.6K
New
$3.05M - $3.6M
38.6K $3.37M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
37.8K
+ 33.36%
$2.99M - $3.53M
151K $13.2M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
36.6K
+ 60.46%
$2.89M - $3.41M
97.1K $8.49M
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
35.8K
+ 47.16%
$2.83M - $3.34M
112K $9.77M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
35.4K
+ 67.76%
$2.8M - $3.3M
87.6K $7.66M
Nov 14, 2023 Q3 2023
Credit Agricole S A

BUY
 -
35.3K
+ 36.76%
$2.79M - $3.3M
131K $11.5M
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
34.9K
+ 98.5%
$2.76M - $3.26M
70.3K $6.15M
Nov 09, 2023 Q3 2023
Sykon Capital LLC

Harrison, NY
BUY
 -
34.8K
New
$2.75M - $3.25M
34.8K $3.04M
Oct 23, 2023 Q3 2023
Cavalier Investments, LLC

BUY
 -
34.6K
+ 36.61%
$2.74M - $3.23M
129K $11.3M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
34.5K
+ 25.56%
$2.73M - $3.22M
169K $14.8M
Nov 03, 2023 Q3 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
34.5K
+ 11.4%
$2.73M - $3.22M
337K $29.5M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
34.3K
+ 1.94%
$2.71M - $3.2M
1.8M $158M
Nov 15, 2023 Q3 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
34.1K
+ 1.09%
$2.69M - $3.18M
3.16M $276M
Nov 13, 2023 Q3 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
34K
+ 33.98%
$2.69M - $3.18M
134K $11.7M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
34K
+ 163.36%
$2.69M - $3.17M
54.8K $4.79M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
33.9K
+ 5.25%
$2.68M - $3.17M
680K $59.5M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
31.3K
+ 75.08%
$2.47M - $2.92M
72.9K $6.38M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
31K
New
$2.45M - $2.89M
31K $2.71M
Oct 11, 2023 Q3 2023
Canton Hathaway, LLC

BUY
 -
30.6K
+ 556.78%
$2.42M - $2.86M
36.1K $3.16M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
30.6K
+ 12.53%
$2.42M - $2.85M
274K $24M

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