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
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
16KNew |
$1.26M - $1.49M
|
16K
$1.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.9KNew |
$1.26M - $1.48M
|
15.9K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
15.6K+ 53.51% |
$1.23M - $1.46M
|
44.8K
$3.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.5K+ 82.98% |
$1.23M - $1.45M
|
34.3K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5K+ 6.63% |
$1.23M - $1.45M
|
250K
$21.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.4KNew |
$1.22M - $1.44M
|
15.4K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
14.8K+ 89.99% |
$1.17M - $1.39M
|
31.3K
$2.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
14.5K+ 86.04% |
$1.15M - $1.36M
|
31.4K
$2.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.4K+ 313.43% |
$1.14M - $1.34M
|
18.9K
$1.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 50.97% |
$1.13M - $1.34M
|
42.4K
$3.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
14.3K+ 19.12% |
$1.13M - $1.34M
|
89.1K
$7.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$1.12M - $1.32M
|
14.2K
$1.24M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14K+ 18.29% |
$1.11M - $1.31M
|
90.7K
$7.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
14KNew |
$1.11M - $1.31M
|
14K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.11M - $1.31M
|
14K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
13.9K+ 45.16% |
$1.1M - $1.3M
|
44.7K
$3.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
13.8K+ 8.72% |
$1.1M - $1.29M
|
173K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
13.5K+ 16.88% |
$1.07M - $1.26M
|
93.4K
$8.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
13.4K+ 28.52% |
$1.06M - $1.25M
|
60.5K
$5.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
13.2KNew |
$1.04M - $1.23M
|
13.2K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.2KNew |
$1.04M - $1.23M
|
13.2K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
13.1KNew |
$1.04M - $1.23M
|
13.1K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
BUY
|
- |
13.1KNew |
$1.04M - $1.23M
|
13.1K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
13KNew |
$1.03M - $1.21M
|
13K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12.9KNew |
$1.02M - $1.21M
|
12.9K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8K+ 558.97% |
$1.02M - $1.2M
|
15.1K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.8K+ 3.11% |
$1.01M - $1.2M
|
425K
$37.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12.6K+ 65.2% |
$998K - $1.18M
|
32K
$2.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
12.4K+ 294.01% |
$982K - $1.16M
|
16.6K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.3K+ 1.74% |
$969K - $1.14M
|
718K
$62.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.9KNew |
$940K - $1.11M
|
11.9K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.7K+ 14.91% |
$926K - $1.09M
|
90.2K
$7.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 90.1% |
$924K - $1.09M
|
24.7K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11.4K+ 39.52% |
$903K - $1.07M
|
40.3K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.3K+ 51.66% |
$897K - $1.06M
|
33.3K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
11.2K+ 10.99% |
$888K - $1.05M
|
113K
$9.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
11.1K+ 20.18% |
$876K - $1.03M
|
66K
$5.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 77.19% |
$864K - $1.02M
|
25.1K
$2.19M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 18.87% |
$847K - $1M
|
67.4K
$5.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.5KNew |
$831K - $981K
|
10.5K
$919K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
10.5K+ 8.75% |
$831K - $981K
|
131K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5K+ 26.55% |
$827K - $976K
|
49.8K
$4.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.3K+ 22.07% |
$812K - $958K
|
56.8K
$4.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.2K+ 3.84% |
$809K - $955K
|
277K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
10.1K+ 37.63% |
$799K - $943K
|
37K
$3.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10K+ 65.01% |
$793K - $936K
|
25.5K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
10KNew |
$791K - $934K
|
10K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
10KNew |
$791K - $934K
|
10K
$875K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9.93K+ 47.53% |
$786K - $927K
|
30.8K
$2.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.84K+ 53.94% |
$778K - $918K
|
28.1K
$2.46M
|