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 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-174- 4.25% |
$14.1K - $16K
|
3.92K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-186- 1.87% |
$15.1K - $17.1K
|
9.77K
$822K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-189- 44.89% |
$15.3K - $17.4K
|
232
$19.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-189- 1.54% |
$15.3K - $17.4K
|
12.1K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-192- 4.02% |
$15.6K - $17.7K
|
4.59K
$386K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-192- 4.31% |
$15.6K - $17.7K
|
4.27K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-192- 1.18% |
$15.6K - $17.7K
|
16.1K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-193- 1.82% |
$15.7K - $17.7K
|
10.4K
$878K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-193- 1.93% |
$15.7K - $17.7K
|
9.82K
$827K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-196- 1.12% |
$15.9K - $18K
|
17.4K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-197- 4.44% |
$16K - $18.1K
|
4.24K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-200- 6.38% |
$16.2K - $18.4K
|
2.94K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-200- 1.96% |
$16.2K - $18.4K
|
10K
$843K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-200- 0.13% |
$16.2K - $18.4K
|
150K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-204- 0.88% |
$16.6K - $18.8K
|
22.9K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-205- 5.21% |
$16.6K - $18.9K
|
3.73K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-206- 2.54% |
$16.7K - $18.9K
|
7.91K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-206- 1.68% |
$16.7K - $18.9K
|
12K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-207- 1.85% |
$16.8K - $19K
|
11K
$923K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-208- 3.29% |
$16.9K - $19.1K
|
6.11K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-208- 1.75% |
$16.9K - $19.1K
|
11.7K
$983K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-210- 1.61% |
$17.1K - $19.3K
|
12.9K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-210- 99.53% |
$17.1K - $19.3K
|
1
$84.2
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-213- 1.82% |
$17.3K - $19.6K
|
11.5K
$965K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-217- 3.76% |
$17.6K - $20K
|
5.56K
$468K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-218- 3.44% |
$17.7K - $20K
|
6.13K
$516K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-221- 3.52% |
$17.9K - $20.3K
|
6.06K
$510K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-221- 7.85% |
$17.9K - $20.3K
|
2.59K
$218K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-233- 1.38% |
$18.9K - $21.4K
|
16.7K
$1.41M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-240- 23.03% |
$19.5K - $22.1K
|
802
$67.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-242- 4.59% |
$19.7K - $22.3K
|
5.04K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-244- 4.66% |
$19.8K - $22.4K
|
5K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-246- 22.12% |
$20K - $22.6K
|
866
$72.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-247- 1.59% |
$20.1K - $22.7K
|
15.3K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-248- 14.03% |
$20.1K - $22.8K
|
1.52K
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-250- 7.85% |
$20.3K - $23K
|
2.94K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-250- 4.33% |
$20.3K - $23K
|
5.53K
$465K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-252- 6.55% |
$20.5K - $23.2K
|
3.6K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-256- 5.24% |
$20.8K - $23.5K
|
4.63K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-259- 1.35% |
$21K - $23.8K
|
18.9K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-265- 60.64% |
$21.5K - $24.4K
|
172
$14.5K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-269- 0.68% |
$21.8K - $24.7K
|
39.1K
$3.29M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-270- 2.31% |
$21.9K - $24.8K
|
11.4K
$961K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-272- 1.13% |
$22.1K - $25K
|
23.7K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-272- 4.15% |
$22.1K - $25K
|
6.28K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-275- 34.59% |
$22.3K - $25.3K
|
520
$43.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-276- 2.35% |
$22.4K - $25.4K
|
11.5K
$966K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-285- 10.05% |
$23.1K - $26.2K
|
2.55K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-292- 5.94% |
$23.7K - $26.9K
|
4.62K
$389K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-293- 15.62% |
$23.8K - $26.9K
|
1.58K
$133K
|