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 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.87K+ 2.84% |
$227K - $268K
|
104K
$9.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.86K+ 4.32% |
$226K - $267K
|
69.2K
$6.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.85KNew |
$226K - $266K
|
2.85K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
2.85K+ 8.64% |
$225K - $266K
|
35.9K
$3.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.85KNew |
$225K - $266K
|
2.85K
$249K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.84KNew |
$224K - $265K
|
2.84K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
2.83KNew |
$224K - $265K
|
2.83K
$248K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.82KNew |
$223K - $263K
|
2.82K
$247K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.81KNew |
$223K - $263K
|
2.81K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.8KNew |
$221K - $261K
|
2.8K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.75K+ 13.17% |
$218K - $257K
|
23.7K
$2.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.73K+ 25.8% |
$216K - $254K
|
13.3K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.72KNew |
$215K - $254K
|
2.72K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.71KNew |
$214K - $253K
|
2.71K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.69KNew |
$213K - $251K
|
2.69K
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.63KNew |
$208K - $246K
|
2.63K
$230K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.63KNew |
$208K - $246K
|
2.63K
$230K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2.63K+ 44.2% |
$208K - $245K
|
8.57K
$750K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.62KNew |
$207K - $244K
|
2.62K
$229K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.61K+ 8.55% |
$207K - $244K
|
33.2K
$2.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.6KNew |
$206K - $243K
|
2.6K
$228K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.59KNew |
$205K - $242K
|
2.59K
$227K
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
2.59KNew |
$205K - $242K
|
2.59K
$226K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.59K+ 48.8% |
$204K - $241K
|
7.88K
$689K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.58K+ 72.03% |
$204K - $240K
|
6.15K
$538K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$203K - $240K
|
2.57K
$225K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.57K+ 1.18% |
$203K - $240K
|
220K
$19.2M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.56K+ 97.41% |
$202K - $239K
|
5.19K
$454K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$202K - $239K
|
2.56K
$224K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.55KNew |
$201K - $238K
|
2.55K
$223K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$201K - $238K
|
2.54K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.54KNew |
$201K - $237K
|
2.54K
$222K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.54KNew |
$201K - $237K
|
2.54K
$222K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.53K+ 4.14% |
$200K - $236K
|
63.7K
$5.57M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.52K+ 32.58% |
$199K - $235K
|
10.3K
$897K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.51K+ 55.1% |
$199K - $234K
|
7.07K
$618K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.46K+ 9.74% |
$195K - $230K
|
27.8K
$2.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.45KNew |
$194K - $229K
|
2.45K
$215K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
2.45KNew |
$193K - $228K
|
2.45K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.44KNew |
$193K - $228K
|
2.44K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
2.42KNew |
$191K - $226K
|
2.42K
$211K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
2.41KNew |
$190K - $225K
|
2.41K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$189K - $224K
|
2.4K
$210K
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
2.39K+ 11.27% |
$189K - $223K
|
23.5K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.38K+ 67.93% |
$188K - $222K
|
5.87K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.36KNew |
$187K - $221K
|
2.36K
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.36K+ 3.99% |
$187K - $220K
|
61.5K
$5.38M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.36K+ 1.24% |
$186K - $220K
|
192K
$16.8M
|