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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
774+ 9.2% |
$62.8K - $71.2K
|
9.18K
$858K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
770+ 12.14% |
$62.5K - $70.8K
|
7.11K
$665K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
769+ 26.69% |
$62.4K - $70.7K
|
3.65K
$341K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
769+ 23.99% |
$62.4K - $70.7K
|
3.98K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
766+ 12.46% |
$62.2K - $70.4K
|
6.92K
$647K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
762+ 0.83% |
$61.9K - $70.1K
|
92.7K
$8.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
758+ 2.03% |
$61.5K - $69.7K
|
38K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
756+ 7.64% |
$61.4K - $69.5K
|
10.6K
$995K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
752+ 5.69% |
$61.1K - $69.2K
|
14K
$1.31M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
748New |
$60.7K - $68.8K
|
748
$69.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
733+ 6.81% |
$59.5K - $67.4K
|
11.5K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
708+ 5.91% |
$57.5K - $65.1K
|
12.7K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
700+ 30.4% |
$56.8K - $64.4K
|
3K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
697+ 17.61% |
$56.6K - $64.1K
|
4.65K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
683+ 9.5% |
$55.5K - $62.8K
|
7.88K
$736K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
680+ 2.88% |
$55.2K - $62.5K
|
24.3K
$2.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
677+ 2.01% |
$55K - $62.3K
|
34.3K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
669+ 1.88% |
$54.3K - $61.5K
|
36.2K
$3.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
668+ 2.2% |
$54.2K - $61.4K
|
31K
$2.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
661+ 17.13% |
$53.7K - $60.8K
|
4.52K
$423K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
660+ 12.97% |
$53.6K - $60.7K
|
5.75K
$537K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
645+ 2.97% |
$52.4K - $59.3K
|
22.3K
$2.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
643+ 21.07% |
$52.2K - $59.1K
|
3.7K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
637+ 0.46% |
$51.7K - $58.6K
|
139K
$13M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
633+ 9042.86% |
$51.4K - $58.2K
|
640
$59.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
615New |
$49.9K - $56.6K
|
615
$57.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
613+ 2.17% |
$49.8K - $56.4K
|
28.8K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
598+ 6.16% |
$48.6K - $55K
|
10.3K
$963K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
583New |
$47.3K - $53.6K
|
583
$54.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
574+ 4.79% |
$46.6K - $52.8K
|
12.6K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
571+ 165.99% |
$46.4K - $52.5K
|
915
$85.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
570+ 5.4% |
$46.3K - $52.4K
|
11.1K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
562+ 2.81% |
$45.6K - $51.7K
|
20.6K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
559+ 9.18% |
$45.4K - $51.4K
|
6.65K
$621K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
558+ 19.94% |
$45.3K - $51.3K
|
3.36K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
550+ 10.6% |
$44.7K - $50.6K
|
5.74K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
539+ 14.22% |
$43.8K - $49.6K
|
4.33K
$405K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
528+ 4.53% |
$42.9K - $48.6K
|
12.2K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
528+ 161.96% |
$42.9K - $48.6K
|
854
$79.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
522+ 1.47% |
$42.4K - $48K
|
36.1K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
510+ 8.48% |
$41.4K - $46.9K
|
6.52K
$610K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
509+ 10.36% |
$41.3K - $46.8K
|
5.42K
$507K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
506+ 3.88% |
$41.1K - $46.5K
|
13.6K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
500+ 66.67% |
$40.6K - $46K
|
1.25K
$117K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
497+ 4.56% |
$40.4K - $45.7K
|
11.4K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
497+ 10.52% |
$40.4K - $45.7K
|
5.22K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
486+ 6.87% |
$39.5K - $44.7K
|
7.56K
$706K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
485+ 14.2% |
$39.4K - $44.6K
|
3.9K
$365K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
485+ 1.63% |
$39.4K - $44.6K
|
30.2K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
479+ 10.67% |
$38.9K - $44K
|
4.97K
$464K
|