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 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-294- 4.31% |
$23.9K - $27K
|
6.52K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-300- 1.89% |
$24.4K - $27.6K
|
15.6K
$1.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-304- 1.97% |
$24.7K - $28K
|
15.2K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-307- 4.73% |
$24.9K - $28.2K
|
6.19K
$544K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-323- 11.66% |
$26.2K - $29.7K
|
2.45K
$215K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-327- 9.75% |
$26.6K - $30.1K
|
3.03K
$266K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-329- 8.78% |
$26.7K - $30.3K
|
3.42K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-330- 10.86% |
$26.8K - $30.3K
|
2.71K
$238K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-332- 7.75% |
$27K - $30.5K
|
3.95K
$347K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-337- 1.12% |
$27.4K - $31K
|
29.6K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-342- 0.46% |
$27.8K - $31.5K
|
73.6K
$6.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-344- 10.83% |
$27.9K - $31.6K
|
2.83K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-348- 0.49% |
$28.3K - $32K
|
70.5K
$6.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-351- 2.41% |
$28.5K - $32.3K
|
14.2K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-352- 4.0% |
$28.6K - $32.4K
|
8.45K
$743K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-362- 5.37% |
$29.4K - $33.3K
|
6.38K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-366- 37.93% |
$29.7K - $33.7K
|
599
$52.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-367- 8.31% |
$29.8K - $33.7K
|
4.05K
$356K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-369- 10.02% |
$30K - $33.9K
|
3.31K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-369- 2.46% |
$30K - $33.9K
|
14.6K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-371- 92.06% |
$30.1K - $34.1K
|
32
$2.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-373- 11.67% |
$30.3K - $34.3K
|
2.82K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-375- 4.3% |
$30.5K - $34.5K
|
8.34K
$734K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-381- 9.5% |
$30.9K - $35K
|
3.63K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-381- 6.39% |
$30.9K - $35K
|
5.58K
$491K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-386- 2.38% |
$31.3K - $35.5K
|
15.9K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-386- 1.4% |
$31.3K - $35.5K
|
27.1K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-398- 8.52% |
$32.3K - $36.6K
|
4.28K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-400- 13.7% |
$32.5K - $36.8K
|
2.52K
$222K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-418- 9.21% |
$33.9K - $38.4K
|
4.12K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-422- 10.08% |
$34.3K - $38.8K
|
3.77K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-435- 1.4% |
$35.3K - $40K
|
30.6K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-447- 5.8% |
$36.3K - $41.1K
|
7.26K
$638K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-451- 15.36% |
$36.6K - $41.5K
|
2.49K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-451- 10.75% |
$36.6K - $41.5K
|
3.75K
$329K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-454- 1.97% |
$36.9K - $41.7K
|
22.6K
$1.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-455- 1.14% |
$36.9K - $41.8K
|
39.4K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-458- 2.28% |
$37.2K - $42.1K
|
19.6K
$1.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-470- 0.78% |
$38.2K - $43.2K
|
59.8K
$5.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-473- 1.79% |
$38.4K - $43.5K
|
26K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-487- 2.35% |
$39.5K - $44.8K
|
20.2K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-493- 3.5% |
$40K - $45.3K
|
13.6K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-493- 4.68% |
$40K - $45.3K
|
10K
$882K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-500- 8.08% |
$40.6K - $46K
|
5.69K
$500K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500- 4.73% |
$40.6K - $46K
|
10.1K
$886K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-524- 3.42% |
$42.5K - $48.2K
|
14.8K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-526- 1.45% |
$42.7K - $48.4K
|
35.8K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-535- 3.46% |
$43.4K - $49.2K
|
14.9K
$1.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-535- 6.99% |
$43.4K - $49.2K
|
7.12K
$626K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-542- 63.39% |
$44K - $49.8K
|
313
$27.5K
|