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 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
95.1K+ 657.97% |
$7.73M - $8.75M
|
110K
$9.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
94.1KNew |
$7.64M - $8.65M
|
94.1K
$7.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
93.9KNew |
$7.63M - $8.64M
|
93.9K
$7.91M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
92.2KNew |
$7.48M - $8.47M
|
92.2K
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
88K+ 484.67% |
$7.15M - $8.1M
|
106K
$8.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
85.9K+ 766.73% |
$6.98M - $7.9M
|
97.1K
$8.18M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
85.2K+ 1768.8% |
$6.92M - $7.84M
|
90K
$7.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
84.4KNew |
$6.86M - $7.77M
|
84.4K
$7.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
84.4K+ 42.48% |
$6.85M - $7.76M
|
283K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
83.3K+ 7.04% |
$6.77M - $7.66M
|
1.27M
$107M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
80.2KNew |
$6.51M - $7.37M
|
80.2K
$6.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
79.4K+ 79.35% |
$6.44M - $7.3M
|
179K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
75.7K+ 25.95% |
$6.15M - $6.96M
|
367K
$30.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
75.5K+ 206.91% |
$6.13M - $6.95M
|
112K
$9.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
75.3KNew |
$6.11M - $6.92M
|
75.3K
$6.33M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
73.2KNew |
$5.94M - $6.73M
|
73.2K
$6.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
73.1K+ 44.14% |
$5.93M - $6.72M
|
239K
$20.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66.8KNew |
$5.42M - $6.14M
|
66.8K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
66.6KNew |
$5.41M - $6.12M
|
66.6K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
64K+ 20.92% |
$5.2M - $5.89M
|
370K
$31.2M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
63.8K+ 115.11% |
$5.18M - $5.87M
|
119K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
63.4K+ 46.33% |
$5.15M - $5.83M
|
200K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
62.1KNew |
$5.04M - $5.71M
|
62.1K
$5.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
61.5K+ 146.94% |
$4.99M - $5.66M
|
103K
$8.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
60.4K+ 54.91% |
$4.9M - $5.55M
|
170K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
58.7K+ 133.11% |
$4.77M - $5.4M
|
103K
$8.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
58.4K+ 2068.53% |
$4.75M - $5.37M
|
61.3K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
57.4KNew |
$4.66M - $5.28M
|
57.4K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
56.4K+ 524.62% |
$4.58M - $5.19M
|
67.2K
$5.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
56K+ 175.0% |
$4.55M - $5.15M
|
88K
$7.41M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
54.6K+ 340.38% |
$4.43M - $5.02M
|
70.6K
$5.95M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
53.4KNew |
$4.34M - $4.91M
|
53.4K
$4.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
52.4K+ 52.56% |
$4.25M - $4.82M
|
152K
$12.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
52.3KNew |
$4.25M - $4.81M
|
52.3K
$4.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
52.1K+ 142.02% |
$4.23M - $4.79M
|
88.8K
$7.47M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
51.8KNew |
$4.21M - $4.77M
|
51.8K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
49.7K+ 382.16% |
$4.04M - $4.57M
|
62.7K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.2K+ 8.04% |
$3.83M - $4.34M
|
634K
$53.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
46.6K+ 465.94% |
$3.78M - $4.28M
|
56.6K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
44.5KNew |
$3.61M - $4.09M
|
44.5K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
44.5K+ 67.1% |
$3.61M - $4.09M
|
111K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
44K+ 4404000.0% |
$3.58M - $4.05M
|
44K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
41.5K+ 970.08% |
$3.37M - $3.82M
|
45.8K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
40.2K+ 323.88% |
$3.26M - $3.69M
|
52.6K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
39.7K+ 33.09% |
$3.23M - $3.65M
|
160K
$13.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$3.21M - $3.64M
|
39.5K
$3.33M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
38.8K+ 57.56% |
$3.15M - $3.57M
|
106K
$8.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
BUY
|
- |
37.6K+ 87.43% |
$3.05M - $3.45M
|
80.5K
$6.78M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
37.5KNew |
$3.05M - $3.45M
|
37.5K
$3.16M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
37.4KNew |
$3.04M - $3.44M
|
37.4K
$3.15M
|