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 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4.16K+ 118.61% |
$329K - $388K
|
7.66K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.13K+ 12.75% |
$327K - $385K
|
36.5K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
4.08KNew |
$323K - $381K
|
4.08K
$357K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.03K+ 20.78% |
$319K - $377K
|
23.4K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4KNew |
$316K - $373K
|
4K
$350K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.96K+ 89.06% |
$313K - $369K
|
8.4K
$735K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.92KNew |
$310K - $366K
|
3.92K
$343K
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
BUY
|
- |
3.9K+ 8.17% |
$308K - $364K
|
51.6K
$4.51M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 5227.03% |
$306K - $361K
|
3.94K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.81K+ 60.54% |
$301K - $356K
|
10.1K
$884K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
3.79KNew |
$300K - $354K
|
3.79K
$332K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.79K+ 3.63% |
$300K - $354K
|
108K
$9.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.78K+ 23.24% |
$299K - $353K
|
20.1K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.78K+ 7.0% |
$299K - $353K
|
57.8K
$5.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.78K+ 16.41% |
$299K - $353K
|
26.8K
$2.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.74KNew |
$296K - $349K
|
3.74K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.64KNew |
$288K - $340K
|
3.64K
$318K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.54K+ 23.19% |
$280K - $330K
|
18.8K
$1.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
BUY
|
- |
3.5K+ 8.87% |
$277K - $327K
|
43K
$3.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$276K - $326K
|
3.49K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.45K+ 118.98% |
$273K - $322K
|
6.35K
$555K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.44KNew |
$272K - $321K
|
3.44K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.4K+ 20.69% |
$269K - $318K
|
19.8K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.33K+ 37.96% |
$263K - $310K
|
12.1K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.27K+ 30.74% |
$259K - $306K
|
13.9K
$1.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.24K+ 20.84% |
$256K - $302K
|
18.8K
$1.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.23K+ 15.19% |
$256K - $302K
|
24.5K
$2.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.22KNew |
$254K - $300K
|
3.22K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
3.21KNew |
$254K - $299K
|
3.21K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.2K+ 14.99% |
$253K - $299K
|
24.5K
$2.15M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.19K+ 36.94% |
$252K - $297K
|
11.8K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.14K+ 118.07% |
$248K - $293K
|
5.79K
$507K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
3.13K+ 16.89% |
$247K - $292K
|
21.6K
$1.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.1K+ 3.5% |
$245K - $289K
|
91.5K
$8.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.08K+ 3.39% |
$244K - $288K
|
94K
$8.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.07K+ 10.39% |
$243K - $287K
|
32.6K
$2.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.07K+ 23.2% |
$243K - $286K
|
16.3K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.06K+ 34.42% |
$242K - $286K
|
12K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.06K+ 12.8% |
$242K - $285K
|
26.9K
$2.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
3.05KNew |
$241K - $285K
|
3.05K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$240K - $284K
|
3.04K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3.01K+ 14.9% |
$238K - $281K
|
23.2K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
2.98K+ 17.41% |
$236K - $279K
|
20.1K
$1.76M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
2.98K+ 34.27% |
$236K - $278K
|
11.7K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.95K+ 67.28% |
$233K - $275K
|
7.33K
$641K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.93KNew |
$232K - $274K
|
2.93K
$256K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.93K+ 6.62% |
$231K - $273K
|
47.1K
$4.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.9K+ 37.37% |
$229K - $271K
|
10.7K
$932K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.89K+ 34.59% |
$228K - $269K
|
11.2K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.88KNew |
$227K - $269K
|
2.88K
$252K
|