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 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
220+ 0.46% |
$17.9K - $20.2K
|
48.4K
$4.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
218+ 17.57% |
$17.7K - $20K
|
1.46K
$123K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
217+ 29.93% |
$17.6K - $20K
|
942
$79.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
217+ 6.78% |
$17.6K - $20K
|
3.42K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
212+ 8.89% |
$17.2K - $19.5K
|
2.6K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
212New |
$17.2K - $19.5K
|
212
$17.8K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
210+ 4.39% |
$17.1K - $19.3K
|
4.99K
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
210+ 8.25% |
$17.1K - $19.3K
|
2.76K
$232K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
203+ 1.7% |
$16.5K - $18.7K
|
12.2K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
201+ 1.65% |
$16.3K - $18.5K
|
12.4K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
200+ 1.93% |
$16.2K - $18.4K
|
10.6K
$890K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$16.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
200+ 0.36% |
$16.2K - $18.4K
|
56.5K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
200+ 123.46% |
$16.2K - $18.4K
|
362
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 1.97% |
$16.2K - $18.4K
|
10.4K
$872K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
193+ 6.81% |
$15.7K - $17.7K
|
3.03K
$255K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
184+ 1.2% |
$14.9K - $16.9K
|
15.5K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
179+ 3.4% |
$14.5K - $16.5K
|
5.45K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
179New |
$14.5K - $16.5K
|
179
$15.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
175+ 0.87% |
$14.2K - $16.1K
|
20.3K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
174New |
$14.1K - $16K
|
174
$14.6K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
173+ 3.35% |
$14K - $15.9K
|
5.34K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
171+ 1.93% |
$13.9K - $15.7K
|
9.01K
$759K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
169+ 0.78% |
$13.7K - $15.5K
|
21.8K
$1.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
164+ 1.74% |
$13.3K - $15.1K
|
9.57K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
164+ 0.85% |
$13.3K - $15.1K
|
19.4K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
162+ 3.44% |
$13.2K - $14.9K
|
4.87K
$410K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
160New |
$13K - $14.7K
|
160
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 1.25% |
$12.7K - $14.3K
|
12.7K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
151+ 4.64% |
$12.3K - $13.9K
|
3.41K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
147+ 2.54% |
$11.9K - $13.5K
|
5.94K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
146+ 1.05% |
$11.9K - $13.4K
|
14.1K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
145+ 1.0% |
$11.8K - $13.3K
|
14.6K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
143+ 5.02% |
$11.6K - $13.2K
|
2.99K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
141+ 2.98% |
$11.4K - $13K
|
4.87K
$410K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
140+ 2.08% |
$11.4K - $12.9K
|
6.86K
$577K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
137+ 6.05% |
$11.1K - $12.6K
|
2.4K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
133+ 2.81% |
$10.8K - $12.2K
|
4.86K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
127+ 1.04% |
$10.3K - $11.7K
|
12.3K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
126+ 4.16% |
$10.2K - $11.6K
|
3.16K
$266K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
125New |
$10.2K - $11.5K
|
125
$10.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
122+ 0.13% |
$9.91K - $11.2K
|
94.7K
$7.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
117+ 1.58% |
$9.5K - $10.8K
|
7.52K
$633K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
116New |
$9.42K - $10.7K
|
116
$9.76K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
116New |
$9.42K - $10.7K
|
116
$9.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
115+ 2.14% |
$9.34K - $10.6K
|
5.49K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
114New |
$9.26K - $10.5K
|
114
$9.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
112+ 3.18% |
$9.09K - $10.3K
|
3.63K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
111+ 0.66% |
$9.01K - $10.2K
|
17.1K
$1.44M
|