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 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
9.75KNew |
$771K - $911K
|
9.75K
$853K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.63K+ 157.13% |
$762K - $899K
|
15.8K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
9.62KNew |
$760K - $898K
|
9.62K
$841K
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
9.57K+ 37.11% |
$757K - $894K
|
35.4K
$3.09M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
9.53K+ 5.94% |
$753K - $889K
|
170K
$14.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
9.06K+ 27.09% |
$717K - $846K
|
42.5K
$3.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.04KNew |
$715K - $844K
|
9.04K
$790K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.98KNew |
$710K - $838K
|
8.98K
$785K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8.94K+ 36.19% |
$707K - $835K
|
33.6K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8.93KNew |
$706K - $833K
|
8.93K
$781K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.61K+ 66.5% |
$681K - $803K
|
21.5K
$1.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.56KNew |
$677K - $799K
|
8.56K
$749K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.38K+ 239.09% |
$663K - $782K
|
11.9K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.27KNew |
$654K - $772K
|
8.27K
$723K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.21K+ 4.33% |
$649K - $766K
|
198K
$17.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
8.16K+ 232.5% |
$646K - $762K
|
11.7K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.13KNew |
$643K - $759K
|
8.13K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
7.99KNew |
$632K - $746K
|
7.99K
$699K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
7.96K+ 27.15% |
$630K - $743K
|
37.3K
$3.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
7.96K+ 45.72% |
$629K - $743K
|
25.4K
$2.22M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.81K+ 54.53% |
$618K - $729K
|
22.1K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.68K+ 76.95% |
$608K - $717K
|
17.7K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.64K+ 41.61% |
$604K - $714K
|
26K
$2.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
7.54KNew |
$596K - $704K
|
7.54K
$659K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.48K+ 5.08% |
$592K - $698K
|
155K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.3K+ 3.33% |
$578K - $682K
|
227K
$19.8M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.16KNew |
$566K - $669K
|
7.16K
$626K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.11K+ 3.76% |
$563K - $664K
|
196K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.9K+ 33.2% |
$546K - $644K
|
27.7K
$2.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.79K+ 8.98% |
$537K - $634K
|
82.4K
$7.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.79K+ 2.81% |
$537K - $634K
|
249K
$21.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.66KNew |
$527K - $622K
|
6.66K
$582K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.56K+ 5.77% |
$519K - $612K
|
120K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.55K+ 7.99% |
$518K - $611K
|
88.4K
$7.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6.53K+ 38.19% |
$517K - $610K
|
23.6K
$2.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.48KNew |
$512K - $605K
|
6.48K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.41KNew |
$507K - $598K
|
6.41K
$561K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.37K+ 9.84% |
$503K - $594K
|
71K
$6.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.23K+ 12.39% |
$493K - $582K
|
56.6K
$4.95M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.15KNew |
$486K - $574K
|
6.15K
$538K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
6.1K+ 5.18% |
$482K - $569K
|
124K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.05K+ 50.08% |
$479K - $565K
|
18.1K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.01KNew |
$475K - $561K
|
6.01K
$526K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.97KNew |
$472K - $557K
|
5.97K
$522K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.97KNew |
$472K - $557K
|
5.97K
$522K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
5.96K+ 12.39% |
$471K - $557K
|
54.1K
$4.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.95K+ 36.49% |
$470K - $555K
|
22.2K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
5.92K+ 5.59% |
$468K - $553K
|
112K
$9.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.83K+ 139.64% |
$461K - $544K
|
10K
$875K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.77K+ 196.9% |
$457K - $539K
|
8.71K
$761K
|