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
|
Pariax, LLC
|
BUY
|
- |
37.2KNew |
$3.02M - $3.42M
|
37.2K
$3.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.5K+ 21.55% |
$2.97M - $3.36M
|
206K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
36.4K+ 84.52% |
$2.95M - $3.35M
|
79.4K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
36.3KNew |
$2.95M - $3.34M
|
36.3K
$3.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
36.1KNew |
$2.93M - $3.32M
|
36.1K
$3.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
35.7KNew |
$2.9M - $3.28M
|
35.7K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
34.8KNew |
$2.82M - $3.2M
|
34.8K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
34K+ 210.99% |
$2.76M - $3.12M
|
50.1K
$4.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
33.3KNew |
$2.7M - $3.06M
|
33.3K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
33.3KNew |
$2.7M - $3.06M
|
33.3K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
33.2KNew |
$2.7M - $3.06M
|
33.2K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
33.2KNew |
$2.7M - $3.05M
|
33.2K
$2.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
33.2KNew |
$2.7M - $3.05M
|
33.2K
$2.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.1K+ 60.93% |
$2.69M - $3.05M
|
87.5K
$7.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.8K+ 2.38% |
$2.66M - $3.02M
|
1.41M
$119M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
32.8K+ 153.65% |
$2.66M - $3.02M
|
54.1K
$4.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
32.3KNew |
$2.63M - $2.97M
|
32.3K
$2.72M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
32.3KNew |
$2.62M - $2.97M
|
32.3K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
31.2K+ 10.02% |
$2.53M - $2.87M
|
342K
$28.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
30.9K+ 17.89% |
$2.51M - $2.84M
|
204K
$17.1M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
30.7KNew |
$2.49M - $2.82M
|
30.7K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.3K+ 20.07% |
$2.46M - $2.78M
|
181K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30KNew |
$2.44M - $2.76M
|
30K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29K+ 4.71% |
$2.35M - $2.66M
|
644K
$54.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
28.7KNew |
$2.33M - $2.64M
|
28.7K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.2K+ 12.42% |
$2.29M - $2.59M
|
255K
$21.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
27.9KNew |
$2.27M - $2.57M
|
27.9K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
27.8K+ 125.75% |
$2.26M - $2.56M
|
50K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
27.7KNew |
$2.25M - $2.54M
|
27.7K
$2.33M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
27.5K+ 12.5% |
$2.23M - $2.53M
|
247K
$20.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27K+ 38.98% |
$2.19M - $2.48M
|
96.2K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
26.7K+ 74.41% |
$2.17M - $2.46M
|
62.7K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
26.5K+ 87.25% |
$2.15M - $2.44M
|
56.9K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
26.4KNew |
$2.14M - $2.43M
|
26.4K
$2.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
26.3KNew |
$2.14M - $2.42M
|
26.3K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26KNew |
$2.11M - $2.39M
|
26K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
24.8KNew |
$2.01M - $2.28M
|
24.8K
$2.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
24.1K+ 44.54% |
$1.96M - $2.22M
|
78.3K
$6.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
23.9K+ 3.44% |
$1.94M - $2.2M
|
719K
$60.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 8.66% |
$1.93M - $2.18M
|
297K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.92M - $2.18M
|
23.7K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
23.7KNew |
$1.92M - $2.18M
|
23.7K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.7K+ 10.62% |
$1.92M - $2.18M
|
247K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.6K+ 166.72% |
$1.92M - $2.17M
|
37.8K
$3.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.6K+ 22.01% |
$1.91M - $2.17M
|
131K
$11M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
23.4K+ 212.33% |
$1.9M - $2.15M
|
34.5K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
22.8KNew |
$1.85M - $2.09M
|
22.8K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
22.7KNew |
$1.84M - $2.09M
|
22.7K
$1.91M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.6K+ 131.21% |
$1.84M - $2.08M
|
39.9K
$3.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.1K+ 837.76% |
$1.79M - $2.03M
|
24.7K
$2.08M
|