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
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.93K+ 31.3% |
$481K - $545K
|
24.9K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
5.91K+ 62.72% |
$480K - $543K
|
15.3K
$1.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.88K+ 214.1% |
$477K - $540K
|
8.62K
$754K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.79KNew |
$470K - $532K
|
5.79K
$506K
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
5.72KNew |
$464K - $526K
|
5.72K
$500K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5.72K+ 12.13% |
$464K - $526K
|
52.8K
$4.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.7K+ 12.02% |
$463K - $524K
|
53.1K
$4.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
5.69KNew |
$462K - $524K
|
5.69K
$498K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.64KNew |
$458K - $519K
|
5.64K
$493K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.6K+ 22.84% |
$455K - $515K
|
30.1K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.5KNew |
$447K - $506K
|
5.5K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.49KNew |
$446K - $505K
|
5.49K
$480K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.47K+ 32.98% |
$444K - $503K
|
22K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5.43K+ 78.98% |
$441K - $499K
|
12.3K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
5.41K+ 10.69% |
$439K - $497K
|
56K
$4.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.4KNew |
$439K - $497K
|
5.4K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.37KNew |
$436K - $494K
|
5.37K
$470K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5.36KNew |
$435K - $493K
|
5.36K
$469K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.35KNew |
$434K - $492K
|
5.35K
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.26K+ 8.41% |
$427K - $484K
|
67.8K
$5.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.2K+ 5.39% |
$422K - $478K
|
102K
$8.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.05KNew |
$410K - $464K
|
5.05K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.04K+ 33.28% |
$409K - $463K
|
20.2K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
BUY
|
- |
5K+ 50.0% |
$406K - $460K
|
15K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5K+ 23.62% |
$406K - $460K
|
26.2K
$2.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.94K+ 40.64% |
$401K - $454K
|
17.1K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.91KNew |
$399K - $452K
|
4.91K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
4.85K+ 20.62% |
$394K - $446K
|
28.4K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.85KNew |
$394K - $446K
|
4.85K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.81K+ 317.29% |
$390K - $442K
|
6.32K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
4.8K+ 19.02% |
$390K - $441K
|
30K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4.79K+ 107.13% |
$389K - $441K
|
9.26K
$810K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
4.76K+ 0.41% |
$387K - $438K
|
1.18M
$103M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.71K+ 44.01% |
$382K - $433K
|
15.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 5.05% |
$378K - $428K
|
96.8K
$8.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.6KNew |
$374K - $423K
|
4.6K
$402K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
4.51K+ 101.58% |
$366K - $414K
|
8.94K
$782K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.49K+ 249.44% |
$365K - $413K
|
6.29K
$550K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4.43KNew |
$359K - $407K
|
4.43K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.38KNew |
$356K - $403K
|
4.38K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.32KNew |
$351K - $397K
|
4.32K
$378K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.32K+ 242.89% |
$351K - $397K
|
6.1K
$534K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.31KNew |
$350K - $397K
|
4.31K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.31KNew |
$350K - $396K
|
4.31K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.26K+ 9.24% |
$346K - $392K
|
50.4K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
4.24KNew |
$344K - $390K
|
4.24K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.24K+ 123.9% |
$344K - $390K
|
7.66K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.22KNew |
$343K - $388K
|
4.22K
$369K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.22KNew |
$342K - $388K
|
4.22K
$369K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.2K+ 51.1% |
$341K - $387K
|
12.4K
$1.09M
|