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 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-14.7K- 7.8% |
$1.16M - $1.37M
|
174K
$14.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-15.2K- 15.19% |
$1.2M - $1.42M
|
84.7K
$6.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-15.2K- 6.8% |
$1.21M - $1.42M
|
209K
$17M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.3K- 73.5% |
$1.21M - $1.43M
|
5.5K
$448K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.4K- 6.73% |
$1.29M - $1.53M
|
227K
$18.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-16.6K- 70.28% |
$1.31M - $1.55M
|
7.03K
$572K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.1K- 13.42% |
$1.35M - $1.6M
|
110K
$8.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.9K- 13.58% |
$1.41M - $1.67M
|
114K
$9.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18K- 6.16% |
$1.42M - $1.68M
|
274K
$22.3M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-19K- 18.69% |
$1.5M - $1.77M
|
82.6K
$6.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.5K- 51.82% |
$1.54M - $1.82M
|
18.1K
$1.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.6K- 24.78% |
$1.55M - $1.83M
|
59.5K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-21K- 13.54% |
$1.66M - $1.96M
|
134K
$10.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-22.6K- 11.29% |
$1.79M - $2.11M
|
178K
$14.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-23.9K- 11.29% |
$1.89M - $2.23M
|
188K
$15.3M
|
|
|
Jan 30, 2025
Q3 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-24K- 47.06% |
$1.9M - $2.24M
|
27K
$2.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-24.3K- 54.69% |
$1.92M - $2.27M
|
20.1K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.9K- 10.59% |
$1.97M - $2.32M
|
210K
$17.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-25.9K- 61.51% |
$2.05M - $2.42M
|
16.2K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-26.1K- 14.5% |
$2.06M - $2.43M
|
154K
$12.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-26.8K- 51.21% |
$2.12M - $2.51M
|
25.6K
$2.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-27.2K- 1.89% |
$2.15M - $2.54M
|
1.41M
$115M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-27.4K- 88.44% |
$2.17M - $2.56M
|
3.58K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.3K- 4.48% |
$2.24M - $2.65M
|
604K
$49.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-28.5K- 24.73% |
$2.25M - $2.66M
|
86.6K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-30K- 35.9% |
$2.38M - $2.8M
|
53.6K
$4.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-30.2K- 20.7% |
$2.39M - $2.82M
|
116K
$9.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-31.2K- 100.0% |
$2.47M - $2.92M
|
1
$81.4
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-31.3K- 17.08% |
$2.48M - $2.93M
|
152K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-32.8K- 9.66% |
$2.59M - $3.06M
|
306K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-33.8K- 73.08% |
$2.67M - $3.16M
|
12.5K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-33.8K- 90.86% |
$2.67M - $3.16M
|
3.4K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-34.6K- 61.32% |
$2.74M - $3.23M
|
21.8K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-34.7K- 73.7% |
$2.75M - $3.24M
|
12.4K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-36.9K- 13.61% |
$2.92M - $3.45M
|
234K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-41K- 10.61% |
$3.24M - $3.83M
|
346K
$28.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41.7K- 47.92% |
$3.3M - $3.89M
|
45.3K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-43.3K- 5.2% |
$3.42M - $4.04M
|
789K
$64.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-43.5K- 69.25% |
$3.44M - $4.06M
|
19.3K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-43.5K- 25.87% |
$3.44M - $4.06M
|
125K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-44K- 57.89% |
$3.48M - $4.11M
|
32K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-45.3K- 44.98% |
$3.58M - $4.23M
|
55.4K
$4.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-45.8K- 18.74% |
$3.62M - $4.28M
|
199K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-48.5K- 81.21% |
$3.83M - $4.52M
|
11.2K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-48.7K- 75.69% |
$3.85M - $4.55M
|
15.7K
$1.27M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-49KClosed |
$3.87M - $4.57M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-50.3K- 42.81% |
$3.98M - $4.7M
|
67.2K
$5.47M
|
|
|
Apr 04, 2025
Q3 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-52.4K- 65.27% |
$4.14M - $4.89M
|
27.9K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-53.1K- 83.15% |
$4.2M - $4.96M
|
10.8K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-59K- 52.04% |
$4.67M - $5.51M
|
54.4K
$4.43M
|