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 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-23- 1.04% |
$1.87K - $2.12K
|
2.2K
$185K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-26- 0.23% |
$2.11K - $2.39K
|
11.5K
$964K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28- 12.79% |
$2.27K - $2.57K
|
191
$16.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-29- 0.78% |
$2.35K - $2.67K
|
3.69K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-29- 0.59% |
$2.35K - $2.67K
|
4.86K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-30- 0.25% |
$2.44K - $2.76K
|
11.9K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-31- 0.28% |
$2.52K - $2.85K
|
11.2K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-32- 0.97% |
$2.6K - $2.94K
|
3.26K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 30.28% |
$2.68K - $3.03K
|
76
$6.4K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 30.28% |
$2.68K - $3.03K
|
76
$6.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-34- 0.01% |
$2.76K - $3.13K
|
239K
$20.1M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-34- 2.25% |
$2.76K - $3.13K
|
1.48K
$124K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-37- 3.4% |
$3K - $3.4K
|
1.05K
$88.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-38- 0.15% |
$3.09K - $3.49K
|
25.4K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-39- 0.49% |
$3.17K - $3.59K
|
7.9K
$665K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 2.6% |
$3.25K - $3.68K
|
1.5K
$126K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-44- 0.45% |
$3.57K - $4.05K
|
9.66K
$813K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-50- 0.79% |
$4.06K - $4.6K
|
6.26K
$527K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-53- 4.0% |
$4.3K - $4.87K
|
1.27K
$107K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-54- 0.97% |
$4.38K - $4.97K
|
5.5K
$463K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-55- 0.46% |
$4.47K - $5.06K
|
12K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-56- 1.49% |
$4.55K - $5.15K
|
3.71K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-57- 0.53% |
$4.63K - $5.24K
|
10.7K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-57- 0.48% |
$4.63K - $5.24K
|
11.9K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-59- 2.2% |
$4.79K - $5.43K
|
2.63K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-62- 0.45% |
$5.03K - $5.7K
|
13.8K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-63- 0.14% |
$5.12K - $5.79K
|
44.9K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-63- 2.34% |
$5.12K - $5.79K
|
2.63K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-64- 5.04% |
$5.2K - $5.89K
|
1.21K
$102K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-65- 1.46% |
$5.28K - $5.98K
|
4.38K
$369K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-66- 0.66% |
$5.36K - $6.07K
|
9.92K
$835K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-67- 0.33% |
$5.44K - $6.16K
|
20.1K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-67- 0.69% |
$5.44K - $6.16K
|
9.71K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-70- 1.71% |
$5.68K - $6.44K
|
4.03K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-70- 70.0% |
$5.68K - $6.44K
|
30
$2.53K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-71- 2.37% |
$5.77K - $6.53K
|
2.93K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-71- 0.29% |
$5.77K - $6.53K
|
24.6K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-72- 0.42% |
$5.85K - $6.62K
|
16.9K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-72- 1.69% |
$5.85K - $6.62K
|
4.19K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-77- 1.59% |
$6.25K - $7.08K
|
4.77K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-78- 1.27% |
$6.33K - $7.17K
|
6.08K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-79- 1.04% |
$6.41K - $7.26K
|
7.51K
$632K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-80- 1.75% |
$6.5K - $7.36K
|
4.5K
$378K
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-81- 0.17% |
$6.58K - $7.45K
|
47.1K
$3.96M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84- 36.84% |
$6.82K - $7.72K
|
144
$12.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-86- 1.79% |
$6.98K - $7.91K
|
4.71K
$396K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-90- 0.2% |
$7.31K - $8.28K
|
45.7K
$3.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-92- 10.41% |
$7.47K - $8.46K
|
792
$66.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-94- 1.49% |
$7.63K - $8.64K
|
6.2K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-95- 6.87% |
$7.71K - $8.74K
|
1.29K
$108K
|