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 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
41+ 1.5% |
$3.33K - $3.77K
|
2.78K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
40+ 1.42% |
$3.25K - $3.68K
|
2.86K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
37+ 0.94% |
$3K - $3.4K
|
3.97K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
37New |
$3K - $3.4K
|
37
$3.26K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
36+ 0.73% |
$2.92K - $3.31K
|
4.99K
$439K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
36+ 0.92% |
$2.92K - $3.31K
|
3.96K
$349K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
36+ 1.17% |
$2.92K - $3.31K
|
3.12K
$274K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
35+ 0.27% |
$2.84K - $3.22K
|
13.1K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
34+ 1.09% |
$2.76K - $3.13K
|
3.16K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 0.87% |
$2.68K - $3.03K
|
3.83K
$337K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
33+ 0.79% |
$2.68K - $3.03K
|
4.2K
$369K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
32+ 0.45% |
$2.6K - $2.94K
|
7.08K
$623K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
31+ 1.46% |
$2.52K - $2.85K
|
2.16K
$190K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
30+ 2.1% |
$2.44K - $2.76K
|
1.46K
$128K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
29+ 0.26% |
$2.35K - $2.67K
|
11K
$971K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
29+ 3.77% |
$2.35K - $2.67K
|
799
$70.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
29New |
$2.35K - $2.67K
|
29
$2.55K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
28New |
$2.27K - $2.57K
|
28
$2.46K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
24+ 0.94% |
$1.95K - $2.21K
|
2.58K
$227K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
22+ 0.83% |
$1.79K - $2.02K
|
2.69K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 2.07% |
$1.79K - $2.02K
|
1.08K
$95.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
22+ 0.32% |
$1.79K - $2.02K
|
6.97K
$613K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.71K - $1.93K
|
21
$1.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
21+ 0.8% |
$1.71K - $1.93K
|
2.66K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
20+ 0.31% |
$1.62K - $1.84K
|
6.49K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 1.18% |
$1.54K - $1.75K
|
1.64K
$144K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
17+ 0.05% |
$1.38K - $1.56K
|
36.9K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
16+ 0.44% |
$1.3K - $1.47K
|
3.65K
$321K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.19% |
$1.22K - $1.38K
|
7.84K
$690K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
15New |
$1.22K - $1.38K
|
15
$1.32K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
13+ 0.09% |
$1.06K - $1.2K
|
14.8K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13+ 3.69% |
$1.06K - $1.2K
|
365
$32.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12+ 0.91% |
$974 - $1.1K
|
1.34K
$118K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11+ 0.13% |
$893 - $1.01K
|
8.31K
$732K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.39% |
$893 - $1.01K
|
2.87K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11+ 0.37% |
$893 - $1.01K
|
2.98K
$263K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10New |
$812 - $920
|
10
$880
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.87% |
$731 - $828
|
1.04K
$91.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8+ 0.18% |
$650 - $736
|
4.42K
$389K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.98% |
$650 - $736
|
821
$72.3K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.61% |
$650 - $736
|
1.32K
$116K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
8+ 0.17% |
$650 - $736
|
4.68K
$412K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.07% |
$650 - $736
|
12.1K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$568 - $644
|
18.3K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.22% |
$568 - $644
|
3.22K
$284K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.23% |
$568 - $644
|
3.07K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7+ 0.1% |
$568 - $644
|
6.78K
$597K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6+ 0.65% |
$487 - $552
|
931
$82K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$487 - $552
|
5.61K
$494K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6+ 0.2% |
$487 - $552
|
2.94K
$259K
|