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 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
30.1K
+ 426.37%
$2.38M - $2.81M
37.2K $3.25M
Nov 14, 2023 Q3 2023
Thomist Capital Management, LP

Houston, TX
BUY
 -
30K
+ 37.5%
$2.37M - $2.8M
110K $9.62M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
29.8K
+ 69.31%
$2.35M - $2.78M
72.7K $6.36M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
28.9K
+ 4.94%
$2.29M - $2.7M
615K $53.8M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
28.8K
+ 961.15%
$2.28M - $2.69M
31.8K $2.79M
Nov 13, 2023 Q3 2023
Blue Investment Partners LLC

Alamo, CA
BUY
 -
28.5K
New
$2.26M - $2.66M
28.5K $2.5M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
28.4K
+ 37.33%
$2.25M - $2.65M
105K $9.14M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
28.3K
+ 508.63%
$2.24M - $2.65M
33.9K $2.97M
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
27.9K
New
$2.21M - $2.61M
27.9K $2.44M
Nov 13, 2023 Q3 2023
Burns J W & CO Inc

BUY
 -
27.6K
New
$2.18M - $2.57M
27.6K $2.41M
Nov 15, 2023 Q3 2023
Gts Securities LLC

New York, NY
BUY
 -
25.9K
+ 317.29%
$2.05M - $2.42M
34.1K $2.98M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
25.3K
+ 219.95%
$2M - $2.36M
36.8K $3.21M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
25K
+ 21.2%
$1.98M - $2.34M
143K $12.5M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
24.8K
+ 28.45%
$1.96M - $2.32M
112K $9.8M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
24.3K
+ 67.94%
$1.92M - $2.27M
60.1K $5.26M
Nov 14, 2023 Q3 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
24K
New
$1.9M - $2.24M
24K $2.1M
Oct 12, 2023 Q3 2023
Northstar Advisory Group, LLC

BUY
 -
24K
+ 158.11%
$1.9M - $2.24M
39.2K $3.42M
Nov 14, 2023 Q3 2023
Css LLC

Chicago, IL
BUY
 -
23.8K
New
$1.88M - $2.22M
23.8K $2.08M
Oct 11, 2023 Q3 2023
Moulton Wealth Management, Inc

BUY
 -
23.6K
New
$1.87M - $2.21M
23.6K $2.07M
Oct 18, 2023 Q3 2023
Nova Point Capital, LLC

BUY
 -
23.4K
New
$1.85M - $2.18M
23.4K $2.05M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
23.3K
+ 59.5%
$1.84M - $2.18M
62.5K $5.47M
Nov 13, 2023 Q3 2023
Boulder Hill Capital Management LP

New York, NY
BUY
 -
23.3K
+ 15.63%
$1.84M - $2.18M
172K $15.1M
Nov 15, 2023 Q3 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
23.1K
New
$1.83M - $2.16M
23.1K $2.02M
Nov 13, 2023 Q3 2023
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
23K
+ 249.62%
$1.82M - $2.15M
32.3K $2.82M
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
22.8K
New
$1.8M - $2.13M
22.8K $1.99M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
22.1K
+ 2.14%
$1.75M - $2.07M
1.06M $92.6M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
21.3K
+ 8.66%
$1.68M - $1.99M
267K $23.3M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
21.2K
+ 18.2%
$1.68M - $1.98M
138K $12.1M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
20.9K
+ 106.79%
$1.66M - $1.95M
40.5K $3.55M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
20.6K
+ 3.95%
$1.63M - $1.93M
543K $47.5M
Oct 10, 2023 Q3 2023
West Financial Advisors, LLC

BUY
 -
20.3K
New
$1.61M - $1.9M
20.3K $1.78M
Nov 06, 2023 Q3 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
20.2K
New
$1.6M - $1.89M
20.2K $1.77M
Nov 14, 2023 Q3 2023
Rokos Capital Management LLP

London, X0
BUY
 -
20.2K
+ 1.5%
$1.6M - $1.89M
1.37M $119M
Nov 14, 2023 Q3 2023
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
20K
New
$1.58M - $1.87M
20K $1.75M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
19.6K
+ 22.7%
$1.55M - $1.83M
106K $9.25M
Nov 09, 2023 Q3 2023
Investors Asset Management Of Georgia Inc

BUY
 -
18.9K
+ 37.59%
$1.49M - $1.76M
69.1K $6.04M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
18.7K
+ 14.74%
$1.48M - $1.75M
146K $12.7M
Nov 02, 2023 Q3 2023
Cypress Capital Group

BUY
 -
18.5K
+ 302.57%
$1.46M - $1.72M
24.5K $2.15M
Oct 11, 2023 Q3 2023
D. Scott Neal, Inc.

BUY
 -
18.3K
+ 262.18%
$1.45M - $1.71M
25.3K $2.21M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
18K
+ 113.63%
$1.42M - $1.68M
33.8K $2.96M
Nov 14, 2023 Q3 2023
Verition Fund Management LLC

Greenwich, CT
BUY
 -
18K
+ 17.96%
$1.42M - $1.68M
118K $10.3M
Nov 13, 2023 Q3 2023
Gruss & Co., LLC

BUY
 -
17.5K
New
$1.38M - $1.63M
17.5K $1.53M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
17.4K
+ 13.3%
$1.38M - $1.63M
148K $13M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
17.1K
New
$1.35M - $1.59M
17.1K $1.49M
Nov 13, 2023 Q3 2023
Btg Pactual Global Asset Management LTD

New York, NY
BUY
 -
17K
New
$1.35M - $1.59M
17K $1.49M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
16.8K
+ 3.27%
$1.33M - $1.57M
532K $46.6M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
16.7K
+ 8.45%
$1.32M - $1.56M
214K $18.8M
Nov 14, 2023 Q3 2023
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
16.5K
New
$1.31M - $1.54M
16.5K $1.45M
Nov 01, 2023 Q3 2023
Prw Wealth Management LLC

BUY
 -
16.1K
+ 31.57%
$1.27M - $1.5M
66.9K $5.85M

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