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 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-95- 3.18% |
$7.71K - $8.74K
|
2.89K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-96- 11.19% |
$7.8K - $8.83K
|
762
$64.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-98- 0.93% |
$7.96K - $9.01K
|
10.4K
$878K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-99- 2.01% |
$8.04K - $9.1K
|
4.83K
$406K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-100- 2.06% |
$8.12K - $9.2K
|
4.76K
$401K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-100- 1.47% |
$8.12K - $9.2K
|
6.72K
$565K
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-100- 0.27% |
$8.12K - $9.2K
|
37K
$3.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.37% |
$8.12K - $9.2K
|
26.8K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-100- 1.74% |
$8.12K - $9.2K
|
5.65K
$476K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-107- 31.1% |
$8.69K - $9.84K
|
237
$19.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-109- 1.45% |
$8.85K - $10K
|
7.43K
$625K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-112- 1.21% |
$9.09K - $10.3K
|
9.11K
$767K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-113- 1.03% |
$9.18K - $10.4K
|
10.9K
$917K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-115- 7.92% |
$9.34K - $10.6K
|
1.34K
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-116- 2.69% |
$9.42K - $10.7K
|
4.2K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-118- 0.34% |
$9.58K - $10.9K
|
34.5K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-124- 1.32% |
$10.1K - $11.4K
|
9.3K
$783K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-126- 1.55% |
$10.2K - $11.6K
|
7.98K
$672K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-126- 0.25% |
$10.2K - $11.6K
|
49.3K
$4.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-127- 1.68% |
$10.3K - $11.7K
|
7.45K
$627K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-128- 2.12% |
$10.4K - $11.8K
|
5.9K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-130- 17.17% |
$10.6K - $12K
|
627
$52.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-135- 1.84% |
$11K - $12.4K
|
7.22K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-138- 1.02% |
$11.2K - $12.7K
|
13.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-140- 0.34% |
$11.4K - $12.9K
|
41.5K
$3.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-143- 2.47% |
$11.6K - $13.2K
|
5.65K
$475K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-143- 4.14% |
$11.6K - $13.2K
|
3.31K
$279K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-143- 2.23% |
$11.6K - $13.2K
|
6.26K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-144- 0.92% |
$11.7K - $13.2K
|
15.5K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-144- 0.51% |
$11.7K - $13.2K
|
27.9K
$2.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-144- 3.85% |
$11.7K - $13.2K
|
3.6K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-148- 12.64% |
$12K - $13.6K
|
1.02K
$86.1K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-149- 78.42% |
$12.1K - $13.7K
|
41
$3.45K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-150- 2.08% |
$12.2K - $13.8K
|
7.05K
$593K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-150- 1.86% |
$12.2K - $13.8K
|
7.92K
$667K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-155- 3.81% |
$12.6K - $14.3K
|
3.92K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-155- 1.45% |
$12.6K - $14.3K
|
10.5K
$888K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-158- 2.87% |
$12.8K - $14.5K
|
5.34K
$450K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-158- 2.24% |
$12.8K - $14.5K
|
6.89K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-159- 4.58% |
$12.9K - $14.6K
|
3.31K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-160- 3.35% |
$13K - $14.7K
|
4.62K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-162- 28.08% |
$13.2K - $14.9K
|
415
$34.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-163- 1.78% |
$13.2K - $15K
|
8.99K
$757K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-164- 3.57% |
$13.3K - $15.1K
|
4.43K
$373K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-164- 1.8% |
$13.3K - $15.1K
|
8.96K
$754K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-165- 2.96% |
$13.4K - $15.2K
|
5.4K
$455K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-167- 2.28% |
$13.6K - $15.4K
|
7.16K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-171- 3.49% |
$13.9K - $15.7K
|
4.73K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-172- 2.15% |
$14K - $15.8K
|
7.81K
$658K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-173- 61.79% |
$14K - $15.9K
|
107
$9.01K
|