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 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
110+ 3.55% |
$8.93K - $10.1K
|
3.21K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
109+ 1.83% |
$8.85K - $10K
|
6.08K
$535K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
107+ 1.56% |
$8.69K - $9.84K
|
6.97K
$613K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
107+ 1.09% |
$8.69K - $9.84K
|
9.93K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
107+ 1.43% |
$8.69K - $9.84K
|
7.59K
$668K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
106+ 1.95% |
$8.61K - $9.75K
|
5.53K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
105+ 2.9% |
$8.53K - $9.66K
|
3.72K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
105+ 0.37% |
$8.53K - $9.66K
|
28.8K
$2.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
104New |
$8.44K - $9.56K
|
104
$9.16K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 46.51% |
$8.12K - $9.2K
|
315
$27.7K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
100New |
$8.12K - $9.2K
|
100
$8.8K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
100+ 0.49% |
$8.12K - $9.2K
|
20.3K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$8.12K - $9.2K
|
100
$8.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
100+ 4.13% |
$8.12K - $9.2K
|
2.52K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 0.57% |
$8.12K - $9.2K
|
17.8K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
95+ 0.01% |
$7.71K - $8.74K
|
1.07M
$94M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
95+ 12.7% |
$7.71K - $8.74K
|
843
$74.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
94+ 0.68% |
$7.63K - $8.64K
|
14K
$1.23M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94+ 63.51% |
$7.63K - $8.64K
|
242
$21.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
92+ 1.55% |
$7.47K - $8.46K
|
6.01K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
90+ 2.58% |
$7.31K - $8.28K
|
3.58K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
86+ 1.09% |
$6.98K - $7.91K
|
7.98K
$703K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
85+ 10.94% |
$6.9K - $7.82K
|
862
$75.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
85+ 0.78% |
$6.9K - $7.82K
|
11K
$972K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
85+ 10.94% |
$6.9K - $7.82K
|
862
$75.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
80+ 1.02% |
$6.5K - $7.36K
|
7.95K
$700K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
75+ 0.09% |
$6.09K - $6.9K
|
85.1K
$7.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
75+ 0.48% |
$6.09K - $6.9K
|
15.7K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
75+ 0.47% |
$6.09K - $6.9K
|
16.2K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
71+ 2.69% |
$5.77K - $6.53K
|
2.71K
$238K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68+ 3.42% |
$5.52K - $6.25K
|
2.06K
$181K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
67+ 1.59% |
$5.44K - $6.16K
|
4.28K
$377K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
65+ 0.79% |
$5.28K - $5.98K
|
8.33K
$733K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
65+ 1.09% |
$5.28K - $5.98K
|
6.01K
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
62+ 0.86% |
$5.03K - $5.7K
|
7.28K
$641K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
59+ 9.06% |
$4.79K - $5.43K
|
710
$62.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 5.72% |
$4.71K - $5.33K
|
1.07K
$94.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58New |
$4.71K - $5.33K
|
58
$5.11K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
58New |
$4.71K - $5.33K
|
58
$5.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
56+ 0.57% |
$4.55K - $5.15K
|
9.91K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
56+ 0.29% |
$4.55K - $5.15K
|
19.1K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
55+ 0.06% |
$4.47K - $5.06K
|
90.2K
$7.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
52+ 0.23% |
$4.22K - $4.78K
|
22.3K
$1.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
51New |
$4.14K - $4.69K
|
51
$4.49K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
50+ 1.32% |
$4.06K - $4.6K
|
3.85K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
50New |
$4.06K - $4.6K
|
50
$4.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
47+ 1.92% |
$3.82K - $4.32K
|
2.5K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
46+ 42.59% |
$3.74K - $4.23K
|
154
$13.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
46New |
$3.74K - $4.23K
|
46
$4.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
43+ 0.61% |
$3.49K - $3.95K
|
7.14K
$628K
|