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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.17M- 40.56% |
$94.9M - $107M
|
1.71M
$150M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.21M- 97.96% |
$97.9M - $111M
|
25.1K
$2.2M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.52M- 95.01% |
$123M - $139M
|
79.6K
$6.97M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.61M- 9.12% |
$131M - $148M
|
16M
$1.4B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.99M- 98.81% |
$161M - $183M
|
24K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.69M- 74.84% |
$218M - $247M
|
903K
$79M
|