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 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
5.77K+ 4.66% |
$457K - $539K
|
130K
$11.3M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.75K+ 77.84% |
$455K - $537K
|
13.1K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
5.74K+ 12.79% |
$454K - $536K
|
50.6K
$4.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.71K+ 4.99% |
$451K - $533K
|
120K
$10.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.65KNew |
$447K - $527K
|
5.65K
$494K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.62KNew |
$444K - $525K
|
5.62K
$491K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.59K+ 46.15% |
$442K - $521K
|
17.7K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.52K+ 18.48% |
$436K - $515K
|
35.4K
$3.09M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
5.5KNew |
$435K - $513K
|
5.5K
$481K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
5.5K+ 68.26% |
$435K - $513K
|
13.5K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
5.47K+ 3.17% |
$432K - $510K
|
178K
$15.6M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$425K - $502K
|
5.38K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.35K+ 0.92% |
$423K - $499K
|
587K
$51.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
BUY
|
- |
5.28K+ 75.44% |
$417K - $493K
|
12.3K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.26K+ 24.13% |
$416K - $491K
|
27K
$2.37M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.24K+ 2.57% |
$414K - $489K
|
209K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.21KNew |
$412K - $487K
|
5.21K
$456K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.21K+ 13.0% |
$412K - $486K
|
45.3K
$3.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.17K+ 0.13% |
$409K - $483K
|
3.99M
$349M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
5.17KNew |
$409K - $483K
|
5.17K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
5.05K+ 3.19% |
$399K - $471K
|
163K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.03K+ 5.5% |
$398K - $469K
|
96.3K
$8.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.02K+ 10.42% |
$397K - $469K
|
53.2K
$4.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.01KNew |
$396K - $468K
|
5.01K
$438K
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5KNew |
$395K - $467K
|
5K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5K+ 100.0% |
$395K - $467K
|
10K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$395K - $467K
|
5K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5K+ 10.29% |
$395K - $467K
|
53.6K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
4.98K+ 22.49% |
$394K - $465K
|
27.1K
$2.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
4.9KNew |
$388K - $457K
|
4.9K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.82K+ 29.48% |
$381K - $450K
|
21.2K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.8K+ 19.75% |
$380K - $449K
|
29.1K
$2.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.73K+ 5.88% |
$374K - $441K
|
85.1K
$7.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.7KNew |
$372K - $439K
|
4.7K
$411K
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
4.69K+ 9.53% |
$371K - $438K
|
53.9K
$4.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.57K+ 3.08% |
$361K - $426K
|
153K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.48KNew |
$354K - $418K
|
4.48K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.48K+ 58.7% |
$354K - $418K
|
12.1K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.47KNew |
$353K - $417K
|
4.47K
$391K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.4KNew |
$348K - $411K
|
4.4K
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.36K+ 4.24% |
$345K - $407K
|
107K
$9.36M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.33K+ 9.09% |
$342K - $404K
|
51.9K
$4.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$340K - $402K
|
4.3K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.28KNew |
$338K - $399K
|
4.28K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.28K+ 8.2% |
$338K - $399K
|
56.4K
$4.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
4.26K+ 6.63% |
$337K - $398K
|
68.5K
$5.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.26KNew |
$337K - $398K
|
4.26K
$373K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
4.23KNew |
$335K - $395K
|
4.23K
$370K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.23K+ 70.95% |
$335K - $395K
|
10.2K
$891K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
4.23K+ 81.38% |
$334K - $395K
|
9.42K
$824K
|