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 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
468+ 8.11% |
$38K - $43K
|
6.24K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
467+ 7.71% |
$37.9K - $42.9K
|
6.53K
$549K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
465+ 0.27% |
$37.8K - $42.8K
|
173K
$14.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
459New |
$37.3K - $42.2K
|
459
$38.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
454+ 10.22% |
$36.9K - $41.7K
|
4.9K
$412K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
452+ 8.31% |
$36.7K - $41.6K
|
5.89K
$496K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
447+ 11.61% |
$36.3K - $41.1K
|
4.3K
$362K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
445+ 2.14% |
$36.1K - $40.9K
|
21.3K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
435+ 0.84% |
$35.3K - $40K
|
52.3K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
435+ 0.49% |
$35.3K - $40K
|
88.9K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
433+ 521.69% |
$35.2K - $39.8K
|
516
$43.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
430+ 1.63% |
$34.9K - $39.5K
|
26.8K
$2.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
425+ 154.55% |
$34.5K - $39.1K
|
700
$58.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
425+ 11.24% |
$34.5K - $39.1K
|
4.21K
$354K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
425New |
$34.5K - $39.1K
|
425
$35.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
424New |
$34.4K - $39K
|
424
$35.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
419+ 11.89% |
$34K - $38.5K
|
3.94K
$332K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
415+ 4.81% |
$33.7K - $38.2K
|
9.04K
$761K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
412+ 6.92% |
$33.5K - $37.9K
|
6.36K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
406+ 4.74% |
$33K - $37.3K
|
8.98K
$756K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
405+ 8.78% |
$32.9K - $37.2K
|
5.02K
$423K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
402+ 0.5% |
$32.6K - $37K
|
80.7K
$6.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
400+ 272.11% |
$32.5K - $36.8K
|
547
$46K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
400+ 13.33% |
$32.5K - $36.8K
|
3.4K
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
398+ 2.55% |
$32.3K - $36.6K
|
16K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
397+ 277.62% |
$32.2K - $36.5K
|
540
$45.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
391+ 1.08% |
$31.7K - $36K
|
36.5K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
391+ 1.22% |
$31.7K - $36K
|
32.4K
$2.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
386+ 7.96% |
$31.3K - $35.5K
|
5.24K
$441K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
375+ 11.09% |
$30.5K - $34.5K
|
3.76K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
375+ 1.61% |
$30.5K - $34.5K
|
23.6K
$1.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
370+ 5.68% |
$30K - $34K
|
6.88K
$579K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
370+ 159.48% |
$30K - $34K
|
602
$50.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
369+ 344.86% |
$30K - $33.9K
|
476
$40.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
368+ 7.97% |
$29.9K - $33.8K
|
4.99K
$420K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
367+ 1.55% |
$29.8K - $33.7K
|
24K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
365+ 5.99% |
$29.6K - $33.6K
|
6.45K
$543K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
362New |
$29.4K - $33.3K
|
362
$30.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
358+ 7.92% |
$29.1K - $32.9K
|
4.88K
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
357+ 3.98% |
$29K - $32.8K
|
9.34K
$786K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
352New |
$28.6K - $32.4K
|
352
$29.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
350+ 15.6% |
$28.4K - $32.2K
|
2.59K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
349+ 2.23% |
$28.3K - $32.1K
|
16K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
349New |
$28.3K - $32.1K
|
349
$29.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
348+ 1.82% |
$28.3K - $32K
|
19.5K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
347+ 0.46% |
$28.2K - $31.9K
|
75K
$6.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
346+ 407.06% |
$28.1K - $31.8K
|
431
$36.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
338+ 4.35% |
$27.4K - $31.1K
|
8.11K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
338+ 1.13% |
$27.4K - $31.1K
|
30.2K
$2.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
337+ 3.97% |
$27.4K - $31K
|
8.82K
$743K
|