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 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.96K- 12.93% |
$321K - $364K
|
26.6K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.96K- 21.09% |
$322K - $364K
|
14.8K
$1.25M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.02K- 11.27% |
$326K - $369K
|
31.6K
$2.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.03K- 2.79% |
$327K - $370K
|
140K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-4.09K- 18.06% |
$332K - $376K
|
18.5K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.15K- 18.6% |
$337K - $382K
|
18.2K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.17K- 10.62% |
$338K - $383K
|
35.1K
$2.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.18K- 9.84% |
$340K - $385K
|
38.3K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.22K- 1.97% |
$342K - $388K
|
210K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.22K- 26.76% |
$342K - $388K
|
11.5K
$971K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-4.22K- 26.58% |
$343K - $388K
|
11.7K
$982K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-4.23K- 25.43% |
$343K - $389K
|
12.4K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.43K- 12.52% |
$359K - $407K
|
30.9K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.5K- 12.54% |
$365K - $414K
|
31.4K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.54K- 12.22% |
$369K - $418K
|
32.6K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.65K- 14.79% |
$378K - $428K
|
26.8K
$2.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.68K- 5.1% |
$380K - $430K
|
87.1K
$7.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.72K- 18.44% |
$383K - $434K
|
20.9K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.74K- 2.09% |
$384K - $435K
|
222K
$18.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.74K- 2.52% |
$385K - $436K
|
183K
$15.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.83K- 23.25% |
$392K - $444K
|
15.9K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-4.85K- 35.77% |
$393K - $446K
|
8.7K
$732K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.86K- 29.71% |
$394K - $446K
|
11.5K
$967K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.9K- 22.74% |
$398K - $451K
|
16.6K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-4.95K- 51.48% |
$402K - $455K
|
4.67K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.99K- 60.6% |
$406K - $459K
|
3.25K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-5K- 50.0% |
$406K - $460K
|
5K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-5K- 18.44% |
$406K - $460K
|
22.1K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.03K- 21.27% |
$409K - $463K
|
18.6K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.06K- 12.57% |
$411K - $466K
|
35.2K
$2.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.08K- 26.86% |
$413K - $467K
|
13.8K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-5.14K- 2.28% |
$417K - $472K
|
220K
$18.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.18K- 25.63% |
$421K - $477K
|
15K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.2K- 0.47% |
$422K - $478K
|
1.1M
$92.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.24K- 2.51% |
$425K - $482K
|
204K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-5.28K- 3.94% |
$428K - $485K
|
129K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-5.33K- 65.26% |
$432K - $490K
|
2.84K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.38K- 20.82% |
$437K - $495K
|
20.5K
$1.72M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.38K- 20.82% |
$437K - $495K
|
20.5K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.4K- 5.89% |
$439K - $497K
|
86.3K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-5.45K- 10.95% |
$443K - $501K
|
44.4K
$3.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.53K- 13.37% |
$449K - $508K
|
35.8K
$3.01M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.53K- 29.82% |
$449K - $509K
|
13K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.54K- 17.6% |
$450K - $510K
|
26K
$2.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-5.62K- 14.57% |
$456K - $516K
|
32.9K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-5.69K- 10.12% |
$462K - $523K
|
50.5K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.78K- 28.04% |
$469K - $532K
|
14.8K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.8K- 26.46% |
$471K - $533K
|
16.1K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-5.89K- 35.37% |
$478K - $541K
|
10.8K
$905K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-6.03K- 5.31% |
$490K - $555K
|
107K
$9.05M
|