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 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.42K+ 20.11% |
$765K - $867K
|
56.3K
$4.92M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.98KNew |
$729K - $826K
|
8.98K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
8.93K+ 10627.38% |
$725K - $821K
|
9.01K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
8.9K+ 98.5% |
$723K - $819K
|
17.9K
$1.57M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8.88KNew |
$721K - $816K
|
8.88K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.83K+ 30.3% |
$717K - $812K
|
38K
$3.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
8.8K+ 5.39% |
$714K - $809K
|
172K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.77K+ 5.05% |
$712K - $807K
|
183K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.77K+ 34.39% |
$712K - $806K
|
34.3K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
8.32K+ 2898.61% |
$676K - $765K
|
8.61K
$753K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
8.05K+ 9.05% |
$654K - $741K
|
97K
$8.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.74KNew |
$628K - $712K
|
7.74K
$677K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7.67KNew |
$622K - $705K
|
7.67K
$671K
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.64KNew |
$620K - $703K
|
7.64K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
7.55KNew |
$613K - $694K
|
7.55K
$660K
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
7.52K+ 33.99% |
$610K - $691K
|
29.6K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.37K+ 33.28% |
$598K - $677K
|
29.5K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
7.26K+ 210.41% |
$589K - $667K
|
10.7K
$936K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.16K+ 54.56% |
$582K - $659K
|
20.3K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.12K+ 276.8% |
$578K - $655K
|
9.7K
$848K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
7.06KNew |
$573K - $649K
|
7.06K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
7K+ 17.81% |
$568K - $644K
|
46.3K
$4.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.96K+ 33.61% |
$565K - $640K
|
27.7K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
6.93KNew |
$562K - $637K
|
6.93K
$606K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
6.93KNew |
$562K - $637K
|
6.93K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
6.83KNew |
$555K - $628K
|
6.83K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.82K+ 6.99% |
$554K - $627K
|
104K
$9.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.78KNew |
$551K - $623K
|
6.78K
$593K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.78KNew |
$550K - $623K
|
6.78K
$593K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.77K+ 5.63% |
$550K - $623K
|
127K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
6.66KNew |
$541K - $613K
|
6.66K
$583K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.62K+ 188.61% |
$538K - $609K
|
10.1K
$886K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.62K+ 37.43% |
$538K - $609K
|
24.3K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.61K+ 40.54% |
$537K - $608K
|
22.9K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
6.56K+ 272.26% |
$532K - $603K
|
8.96K
$784K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.52K+ 34.35% |
$529K - $599K
|
25.5K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6.49K+ 14.09% |
$527K - $597K
|
52.6K
$4.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
6.42KNew |
$522K - $591K
|
6.42K
$562K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.42KNew |
$521K - $590K
|
6.42K
$562K
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
6.35K+ 8.57% |
$516K - $584K
|
80.5K
$7.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.34KNew |
$515K - $583K
|
6.34K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.3K+ 68.31% |
$512K - $580K
|
15.5K
$1.36M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.25K+ 21.58% |
$507K - $574K
|
35.2K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.21K+ 103.38% |
$505K - $571K
|
12.2K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.19KNew |
$503K - $569K
|
6.19K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
6.18K+ 56.3% |
$502K - $568K
|
17.1K
$1.5M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.07K+ 7.34% |
$492K - $558K
|
88.7K
$7.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.02KNew |
$489K - $553K
|
6.02K
$526K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.97K+ 3.92% |
$484K - $549K
|
158K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
5.95K+ 11.59% |
$483K - $547K
|
57.3K
$5.01M
|