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 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.16K+ 0.64% |
$93.9K - $106K
|
183K
$15.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.15K+ 24.12% |
$93.5K - $106K
|
5.92K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.15KNew |
$93K - $105K
|
1.15K
$96.4K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
1.14K+ 3.09% |
$92.8K - $105K
|
38.1K
$3.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.13K+ 0.21% |
$92.1K - $104K
|
533K
$44.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.13K+ 9.04% |
$91.4K - $103K
|
13.6K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.1K+ 143.6% |
$89.3K - $101K
|
1.87K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.09K+ 41.74% |
$88.6K - $100K
|
3.71K
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.09K+ 47.49% |
$88.5K - $100K
|
3.39K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.07K+ 21.24% |
$86.6K - $98K
|
6.09K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 42.78% |
$85.1K - $96.4K
|
3.5K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.04K+ 11.93% |
$84.6K - $95.8K
|
9.78K
$823K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.04K+ 10.44% |
$84.4K - $95.6K
|
11K
$926K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.03K+ 39.81% |
$83.7K - $94.8K
|
3.62K
$305K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.03K+ 1.53% |
$83.3K - $94.4K
|
68.3K
$5.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.01K+ 6.02% |
$81.8K - $92.6K
|
17.7K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1K+ 9.54% |
$81.4K - $92.2K
|
11.5K
$969K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1K+ 26.67% |
$81.2K - $92K
|
4.75K
$400K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$81.2K - $92K
|
1K
$84.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
994+ 20.54% |
$80.7K - $91.4K
|
5.83K
$491K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
991New |
$80.5K - $91.1K
|
991
$83.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
966+ 1.82% |
$78.4K - $88.8K
|
54.1K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
954+ 13.06% |
$77.5K - $87.7K
|
8.26K
$695K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
946+ 1.54% |
$76.8K - $87K
|
62.4K
$5.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
933+ 25.33% |
$75.8K - $85.8K
|
4.62K
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
930+ 3.68% |
$75.5K - $85.5K
|
26.2K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
920+ 3.76% |
$74.7K - $84.6K
|
25.4K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
920+ 3.15% |
$74.7K - $84.6K
|
30.2K
$2.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
906+ 1.95% |
$73.6K - $83.3K
|
47.4K
$3.99M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
877+ 29.65% |
$71.2K - $80.6K
|
3.84K
$323K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
873+ 15.92% |
$70.9K - $80.3K
|
6.36K
$535K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
873New |
$70.9K - $80.3K
|
873
$73.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
873+ 7.35% |
$70.9K - $80.3K
|
12.8K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
856+ 24.82% |
$69.5K - $78.7K
|
4.31K
$362K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
845+ 48.79% |
$68.6K - $77.7K
|
2.58K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
837+ 2.35% |
$68K - $77K
|
36.5K
$3.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
836+ 4.64% |
$67.9K - $76.9K
|
18.8K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
830+ 9.13% |
$67.4K - $76.3K
|
9.92K
$835K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
817+ 4.33% |
$66.3K - $75.1K
|
19.7K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
812+ 6.07% |
$65.9K - $74.7K
|
14.2K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
804+ 47.35% |
$65.3K - $73.9K
|
2.5K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
800+ 1.73% |
$65K - $73.6K
|
47K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
800+ 49.08% |
$65K - $73.6K
|
2.43K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
790+ 11.37% |
$64.1K - $72.6K
|
7.74K
$651K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
789+ 1.24% |
$64.1K - $72.6K
|
64.5K
$5.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
786+ 2.73% |
$63.8K - $72.3K
|
29.6K
$2.49M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
783+ 5.12% |
$63.6K - $72K
|
16.1K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
780New |
$63.3K - $71.7K
|
780
$65.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
774+ 9.2% |
$62.8K - $71.2K
|
9.18K
$773K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
770+ 12.14% |
$62.5K - $70.8K
|
7.11K
$599K
|