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 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-883- 12.0% |
$71.7K - $81.2K
|
6.47K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-884- 2.94% |
$71.8K - $81.3K
|
29.2K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-891- 3.89% |
$72.3K - $81.9K
|
22K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-899- 10.06% |
$73K - $82.7K
|
8.04K
$677K
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-900- 21.69% |
$73.1K - $82.8K
|
3.25K
$274K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-900- 4.94% |
$73.1K - $82.8K
|
17.3K
$1.46M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-907- 8.01% |
$73.6K - $83.4K
|
10.4K
$877K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-919- 7.13% |
$74.6K - $84.5K
|
12K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-931- 38.11% |
$75.6K - $85.6K
|
1.51K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-932- 49.68% |
$75.7K - $85.7K
|
944
$79.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-955- 2.7% |
$77.5K - $87.8K
|
34.4K
$2.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-970- 4.21% |
$78.8K - $89.2K
|
22.1K
$1.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-976- 7.99% |
$79.3K - $89.8K
|
11.2K
$946K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-986- 4.41% |
$80.1K - $90.7K
|
21.4K
$1.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-992- 1.19% |
$80.6K - $91.2K
|
82.6K
$6.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-993- 1.93% |
$80.6K - $91.3K
|
50.3K
$4.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-996- 27.43% |
$80.9K - $91.6K
|
2.64K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-997- 8.52% |
$81K - $91.7K
|
10.7K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-998- 4.11% |
$81K - $91.8K
|
23.3K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.01K- 4.18% |
$81.8K - $92.6K
|
23.1K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 32.08% |
$83.6K - $94.7K
|
2.18K
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.05K- 17.34% |
$85.6K - $96.9K
|
5.03K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.07K- 6.46% |
$86.6K - $98K
|
15.4K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-1.08K- 5.0% |
$87.5K - $99K
|
20.5K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.1K- 10.8% |
$89.6K - $102K
|
9.12K
$767K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.11K- 5.07% |
$90.2K - $102K
|
20.8K
$1.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.13K- 11.56% |
$91.6K - $104K
|
8.63K
$726K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 10.96% |
$94.1K - $107K
|
9.41K
$792K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 1.05% |
$94.4K - $107K
|
110K
$9.24M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.17K- 0.8% |
$94.9K - $108K
|
146K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.17K- 18.06% |
$95.2K - $108K
|
5.32K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.17K- 43.9% |
$95.3K - $108K
|
1.5K
$126K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.18K- 4.37% |
$95.7K - $108K
|
25.8K
$2.17M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.19K- 8.94% |
$96.2K - $109K
|
12.1K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-1.19K- 1.99% |
$96.3K - $109K
|
58.5K
$4.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.19K- 13.95% |
$96.7K - $110K
|
7.35K
$619K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.22K- 8.02% |
$98.7K - $112K
|
13.9K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.23K- 14.51% |
$99.6K - $113K
|
7.23K
$609K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.24K- 3.42% |
$101K - $114K
|
35K
$2.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.24K- 9.74% |
$101K - $114K
|
11.5K
$970K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.26K- 10.93% |
$102K - $116K
|
10.3K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 15.23% |
$107K - $122K
|
7.36K
$619K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.33K- 17.66% |
$108K - $122K
|
6.18K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.35K- 11.27% |
$110K - $124K
|
10.6K
$894K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.35K- 8.58% |
$110K - $124K
|
14.4K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.36K- 17.11% |
$110K - $125K
|
6.59K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.38K- 2.14% |
$112K - $126K
|
62.8K
$5.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.39K- 0.89% |
$113K - $127K
|
155K
$13M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.39K- 1.24% |
$113K - $128K
|
111K
$9.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 0.84% |
$114K - $130K
|
166K
$14M
|