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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.31K- 60.3% |
$188K - $213K
|
1.52K
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.34K- 65.42% |
$190K - $215K
|
1.24K
$104K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.35K- 14.85% |
$191K - $216K
|
13.5K
$1.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-2.35K- 19.1% |
$191K - $216K
|
9.97K
$839K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.36K- 4.4% |
$191K - $217K
|
51.3K
$4.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-2.46K- 35.71% |
$200K - $226K
|
4.42K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 3.24% |
$200K - $226K
|
73.6K
$6.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.5K- 4.05% |
$203K - $230K
|
59.2K
$4.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.6K- 3.72% |
$211K - $239K
|
67.3K
$5.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.6K- 17.15% |
$211K - $239K
|
12.6K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.64K- 32.48% |
$214K - $243K
|
5.49K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.65K- 4.02% |
$215K - $244K
|
63.3K
$5.33M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.67K- 22.61% |
$217K - $246K
|
9.14K
$769K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.7K- 23.94% |
$219K - $248K
|
8.56K
$720K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.72K- 22.73% |
$221K - $250K
|
9.24K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.76K- 12.28% |
$224K - $254K
|
19.7K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.76K- 11.27% |
$224K - $254K
|
21.8K
$1.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.77K- 11.22% |
$225K - $255K
|
21.9K
$1.84M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.94K- 32.57% |
$238K - $270K
|
6.08K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.95K- 87.77% |
$240K - $271K
|
411
$34.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.97K- 4.12% |
$241K - $273K
|
69.1K
$5.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.97K- 73.42% |
$241K - $273K
|
1.08K
$90.6K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3K- 1.73% |
$244K - $276K
|
170K
$14.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.01K- 43.61% |
$244K - $277K
|
3.89K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.03K- 22.99% |
$246K - $278K
|
10.1K
$854K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.05K- 12.69% |
$248K - $281K
|
21K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.07K- 16.51% |
$249K - $282K
|
15.5K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 5.41% |
$252K - $286K
|
54.3K
$4.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.13K- 13.21% |
$254K - $288K
|
20.5K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.14K- 3.02% |
$255K - $289K
|
101K
$8.48M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-3.17K- 11.36% |
$257K - $291K
|
24.7K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-3.24K- 8.34% |
$263K - $298K
|
35.6K
$3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-3.27K- 4.26% |
$265K - $301K
|
73.4K
$6.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.29K- 2.98% |
$267K - $302K
|
107K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.36K- 93.83% |
$273K - $309K
|
221
$18.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.37K- 2.98% |
$273K - $309K
|
110K
$9.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.42K- 51.97% |
$278K - $315K
|
3.16K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.46K- 21.75% |
$281K - $318K
|
12.4K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-3.49K- 21.51% |
$284K - $321K
|
12.7K
$1.07M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.51K- 22.38% |
$285K - $323K
|
12.2K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.52K- 0.33% |
$286K - $324K
|
1.06M
$88.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.53K- 9.63% |
$287K - $325K
|
33.1K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.58K- 6.42% |
$291K - $329K
|
52.2K
$4.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.6K- 3.11% |
$292K - $331K
|
112K
$9.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-3.63K- 20.38% |
$295K - $334K
|
14.2K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.64KClosed |
$296K - $335K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.75K- 8.28% |
$305K - $345K
|
41.5K
$3.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.77K- 21.68% |
$306K - $347K
|
13.6K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.91K- 13.39% |
$317K - $359K
|
25.3K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.92K- 1.13% |
$319K - $361K
|
342K
$28.8M
|