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 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
328+ 3.15% |
$26.6K - $30.2K
|
10.8K
$946K
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
316+ 1.89% |
$25.7K - $29.1K
|
17.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
316New |
$25.7K - $29.1K
|
316
$27.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
315+ 0.37% |
$25.6K - $29K
|
85.9K
$7.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
314+ 3.67% |
$25.5K - $28.9K
|
8.88K
$781K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
314New |
$25.5K - $28.9K
|
314
$27.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
313+ 2.87% |
$25.4K - $28.8K
|
11.2K
$985K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
311+ 12.68% |
$25.3K - $28.6K
|
2.76K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
310New |
$25.2K - $28.5K
|
310
$27.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
306+ 0.48% |
$24.8K - $28.1K
|
64.3K
$5.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
303+ 9.7% |
$24.6K - $27.9K
|
3.43K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
302New |
$24.5K - $27.8K
|
302
$26.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
301+ 1.73% |
$24.4K - $27.7K
|
17.7K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
295+ 0.18% |
$24K - $27.1K
|
164K
$14.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
295+ 0.74% |
$24K - $27.1K
|
40.2K
$3.53M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
295+ 0.18% |
$24K - $27.1K
|
164K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
291+ 9.91% |
$23.6K - $26.8K
|
3.23K
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
289+ 1.73% |
$23.5K - $26.6K
|
17K
$1.49M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
286+ 0.26% |
$23.2K - $26.3K
|
108K
$9.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
285+ 1.08% |
$23.1K - $26.2K
|
26.7K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
285+ 3.52% |
$23.1K - $26.2K
|
8.37K
$736K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
284+ 3.98% |
$23.1K - $26.1K
|
7.41K
$652K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
283+ 4.99% |
$23K - $26K
|
5.96K
$524K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
280+ 2.53% |
$22.7K - $25.7K
|
11.3K
$998K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
280New |
$22.7K - $25.7K
|
280
$24.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
278New |
$22.6K - $25.6K
|
278
$24.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
276+ 0.9% |
$22.4K - $25.4K
|
30.9K
$2.72M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
275+ 27.5% |
$22.3K - $25.3K
|
1.28K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
275+ 5.85% |
$22.3K - $25.3K
|
4.98K
$438K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
273+ 0.29% |
$22.2K - $25.1K
|
93.8K
$8.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
266+ 206.2% |
$21.6K - $24.5K
|
395
$34.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
266+ 2.58% |
$21.6K - $24.5K
|
10.6K
$931K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
261New |
$21.2K - $24K
|
261
$23K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
256+ 2.14% |
$20.8K - $23.5K
|
12.2K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
255New |
$20.7K - $23.4K
|
255
$22.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
250+ 378.79% |
$20.3K - $23K
|
316
$27.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
249New |
$20.2K - $22.9K
|
249
$21.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
247+ 11.16% |
$20.1K - $22.7K
|
2.46K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
246+ 0.9% |
$20K - $22.6K
|
27.5K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
246+ 0.1% |
$20K - $22.6K
|
250K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
243+ 7.42% |
$19.7K - $22.3K
|
3.52K
$309K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
243+ 9.34% |
$19.7K - $22.3K
|
2.84K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
242+ 7.07% |
$19.7K - $22.3K
|
3.67K
$322K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
241+ 5.92% |
$19.6K - $22.2K
|
4.31K
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
241New |
$19.6K - $22.2K
|
241
$21.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
235+ 6.14% |
$19.1K - $21.6K
|
4.06K
$357K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
228+ 6.37% |
$18.5K - $21K
|
3.81K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
224+ 135.76% |
$18.2K - $20.6K
|
389
$34.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
222+ 5.9% |
$18K - $20.4K
|
3.99K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
222+ 1.52% |
$18K - $20.4K
|
14.8K
$1.3M
|