Purchases and Sales Made in Q4 2023 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.57K+ 114.57% |
$209K - $236K
|
4.82K
$421K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.57KNew |
$209K - $236K
|
2.57K
$225K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.56K+ 14.64% |
$208K - $235K
|
20K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.54K+ 90.82% |
$206K - $234K
|
5.34K
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.51K+ 29.85% |
$204K - $231K
|
10.9K
$954K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.51KNew |
$203K - $230K
|
2.51K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.5K+ 5.53% |
$203K - $230K
|
47.8K
$4.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.5KNew |
$203K - $230K
|
2.5K
$219K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.49K+ 1.94% |
$202K - $229K
|
131K
$11.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.48K+ 19.4% |
$201K - $228K
|
15.3K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.48KNew |
$201K - $228K
|
2.48K
$216K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.48K+ 1.29% |
$201K - $228K
|
195K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.47KNew |
$201K - $227K
|
2.47K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.45K+ 2.06% |
$199K - $225K
|
121K
$10.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.44K+ 6.07% |
$198K - $224K
|
42.7K
$3.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.43KNew |
$197K - $223K
|
2.43K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.4K+ 9.57% |
$195K - $221K
|
27.5K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
2.4K+ 22.76% |
$195K - $220K
|
12.9K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.39KNew |
$194K - $220K
|
2.39K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
2.39K+ 19.66% |
$194K - $220K
|
14.5K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.39KNew |
$194K - $219K
|
2.39K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.39KNew |
$194K - $219K
|
2.39K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.39K+ 5.08% |
$194K - $219K
|
49.3K
$4.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.31K+ 2.59% |
$188K - $213K
|
91.5K
$8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.3K+ 2.06% |
$187K - $212K
|
114K
$9.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.28K+ 3.2% |
$185K - $210K
|
73.4K
$6.42M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
2.22KNew |
$180K - $204K
|
2.22K
$194K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.2K+ 21.06% |
$179K - $203K
|
12.7K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.18K+ 4.78% |
$177K - $201K
|
47.8K
$4.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.16KNew |
$176K - $199K
|
2.16K
$189K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
2.16K+ 2.49% |
$175K - $199K
|
88.8K
$7.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.12K+ 6.31% |
$172K - $195K
|
35.8K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.11K+ 23.76% |
$172K - $194K
|
11K
$963K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 14.09% |
$169K - $191K
|
16.8K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.07K+ 6.72% |
$168K - $191K
|
32.9K
$2.88M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.07K+ 1.61% |
$168K - $190K
|
130K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.06K+ 6.89% |
$167K - $190K
|
32K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.04K+ 38.47% |
$166K - $188K
|
7.34K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2K+ 17.02% |
$162K - $184K
|
13.7K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2K+ 21.91% |
$162K - $184K
|
11.1K
$971K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.94K+ 19.15% |
$157K - $178K
|
12K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.94K+ 21.35% |
$157K - $178K
|
11K
$962K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.94K+ 19.23% |
$157K - $178K
|
12K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.92K+ 32.7% |
$156K - $177K
|
7.79K
$681K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.91KNew |
$155K - $175K
|
1.91K
$167K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.91K+ 2.86% |
$155K - $175K
|
68.4K
$5.99M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.9KNew |
$154K - $175K
|
1.9K
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.84K+ 1.82% |
$149K - $169K
|
103K
$9.02M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.83K+ 46.45% |
$149K - $168K
|
5.77K
$505K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.8KNew |
$146K - $166K
|
1.8K
$158K
|