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 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-549- 2.37% |
$44.6K - $50.5K
|
22.6K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-566- 1.61% |
$46K - $52K
|
34.5K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-568- 49.09% |
$46.1K - $52.2K
|
589
$49.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-575- 0.66% |
$46.7K - $52.9K
|
86.3K
$7.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-587- 5.76% |
$47.7K - $54K
|
9.61K
$808K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-588- 4.65% |
$47.7K - $54.1K
|
12.1K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-599- 1.12% |
$48.6K - $55.1K
|
53K
$4.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-610- 4.43% |
$49.5K - $56.1K
|
13.2K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-615- 1.01% |
$49.9K - $56.6K
|
60.3K
$5.08M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-635- 9.85% |
$51.6K - $58.4K
|
5.81K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-650- 0.66% |
$52.8K - $59.8K
|
98.4K
$8.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-656- 0.97% |
$53.3K - $60.3K
|
67.1K
$5.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-658- 20.88% |
$53.4K - $60.5K
|
2.49K
$210K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-664- 6.76% |
$53.9K - $61.1K
|
9.16K
$771K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-673- 8.62% |
$54.6K - $61.9K
|
7.13K
$600K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-676- 1.28% |
$54.9K - $62.2K
|
52.1K
$4.39M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-677- 1.73% |
$55K - $62.3K
|
38.4K
$3.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-680- 14.51% |
$55.2K - $62.5K
|
4.01K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-689- 11.41% |
$55.9K - $63.4K
|
5.35K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-697- 22.44% |
$56.6K - $64.1K
|
2.41K
$203K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-700- 1.3% |
$56.8K - $64.4K
|
53.1K
$4.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-713- 6.99% |
$57.9K - $65.6K
|
9.49K
$799K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-715- 7.64% |
$58.1K - $65.8K
|
8.64K
$728K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-735- 7.59% |
$59.7K - $67.6K
|
8.96K
$754K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-743- 7.61% |
$60.3K - $68.3K
|
9.02K
$759K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-744- 14.55% |
$60.4K - $68.4K
|
4.37K
$368K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-748- 6.14% |
$60.7K - $68.8K
|
11.4K
$963K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-750- 2.14% |
$60.9K - $69K
|
34.2K
$2.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-754- 2.05% |
$61.2K - $69.3K
|
36.1K
$3.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-758- 6.26% |
$61.5K - $69.7K
|
11.4K
$956K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-760- 11.68% |
$61.7K - $69.9K
|
5.75K
$484K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-761- 19.98% |
$61.8K - $70K
|
3.05K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-763- 3.55% |
$62K - $70.2K
|
20.7K
$1.74M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-787- 15.21% |
$63.9K - $72.4K
|
4.39K
$369K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-788- 5.32% |
$64K - $72.5K
|
14K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-790- 26.75% |
$64.1K - $72.6K
|
2.16K
$182K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-793- 1.14% |
$64.4K - $72.9K
|
68.5K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-793- 13.71% |
$64.4K - $72.9K
|
4.99K
$420K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-798- 6.89% |
$64.8K - $73.4K
|
10.8K
$907K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-809- 18.37% |
$65.7K - $74.4K
|
3.6K
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-816- 1.61% |
$66.3K - $75K
|
49.7K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-822- 6.75% |
$66.7K - $75.6K
|
11.4K
$956K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-828- 1.57% |
$67.2K - $76.1K
|
52.1K
$4.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-836- 6.59% |
$67.9K - $76.9K
|
11.9K
$998K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-842- 21.47% |
$68.4K - $77.4K
|
3.08K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-848- 7.91% |
$68.9K - $78K
|
9.87K
$831K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-853- 5.09% |
$69.3K - $78.4K
|
15.9K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-865- 9.8% |
$70.2K - $79.5K
|
7.96K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-874- 16.85% |
$71K - $80.4K
|
4.31K
$363K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-874- 14.27% |
$71K - $80.4K
|
5.25K
$442K
|