Purchases and Sales Made in Q4 2023 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-11.7K
- 13.37%
$951K - $1.08M
75.9K $6.39M
Feb 14, 2024 Q4 2023
Hamilton Capital, LLC

Columbus, OH
SELL
 -
-11.9K
- 0.38%
$968K - $1.1M
3.15M $265M
Feb 07, 2024 Q4 2023
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-12.2K
- 16.52%
$995K - $1.13M
61.9K $5.21M
Feb 06, 2024 Q4 2023
Founders Financial Securities LLC

SELL
 -
-12.5K
- 27.92%
$1.02M - $1.15M
32.3K $2.72M
Feb 13, 2024 Q4 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
SELL
 -
-12.7K
- 98.45%
$1.03M - $1.17M
200 $16.8K
Jan 23, 2024 Q4 2023
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-12.8K
- 26.18%
$1.04M - $1.17M
36K $3.03M
Mar 05, 2024 Q4 2023
Twin Focus Capital Partners, LLC

Boston, MA
SELL
 -
-12.9K
- 57.24%
$1.05M - $1.19M
9.63K $811K
Feb 14, 2024 Q4 2023
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-12.9K
- 13.82%
$1.05M - $1.19M
80.5K $6.77M
Jan 12, 2024 Q4 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-13.3K
- 49.75%
$1.08M - $1.22M
13.4K $1.13M
Feb 09, 2024 Q4 2023
Mai Capital Management

SELL
 -
-13.3K
- 9.27%
$1.08M - $1.22M
130K $10.9M
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

SELL
 -
-13.9K
- 12.61%
$1.13M - $1.28M
96.3K $8.11M
Feb 02, 2024 Q4 2023
J.Safra Asset Management Corp

SELL
 -
-14K
- 6.17%
$1.14M - $1.29M
213K $18M
Feb 09, 2024 Q4 2023
Girard Partners Ltd.

SELL
 -
-14.5K
- 6.17%
$1.18M - $1.33M
220K $18.5M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

SELL
 -
-14.5K
- 13.91%
$1.18M - $1.34M
90K $7.57M
Jan 29, 2024 Q4 2023
Pcg Wealth Advisors, LLC

SELL
 -
-15K
- 36.86%
$1.22M - $1.38M
25.7K $2.16M
Feb 08, 2024 Q4 2023
Wealth Advisory Solutions, LLC

SELL
 -
-15.4K
- 50.1%
$1.25M - $1.42M
15.4K $1.29M
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

SELL
 -
-15.9K
- 27.44%
$1.29M - $1.46M
41.9K $3.53M
Jan 10, 2024 Q4 2023
Tru Wealth Advisors, LLC

SELL
 -
-15.9K
- 82.51%
$1.29M - $1.47M
3.38K $284K
Jan 18, 2024 Q4 2023
Good Life Advisors, LLC

SELL
 -
-16.1K
- 51.19%
$1.3M - $1.48M
15.3K $1.29M
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-16.6K
- 49.25%
$1.35M - $1.53M
17.1K $1.44M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-16.9K
- 32.61%
$1.37M - $1.55M
34.9K $2.94M
Jan 25, 2024 Q4 2023
Madrona Financial Services, LLC

SELL
 -
-17.8K
Closed
$1.45M - $1.64M
0 $0
Feb 07, 2024 Q4 2023
Van Leeuwen & Company, LLC

Princeton, NJ
SELL
 -
-19K
- 35.02%
$1.54M - $1.75M
35.3K $2.97M
Jan 30, 2024 Q4 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-19.9K
- 73.88%
$1.62M - $1.83M
7.03K $592K
Feb 06, 2024 Q4 2023
Royal Fund Management, LLC

SELL
 -
-20.1K
- 16.92%
$1.63M - $1.85M
98.8K $8.32M
Feb 14, 2024 Q4 2023
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-20.5K
- 36.29%
$1.67M - $1.89M
36K $3.03M
Feb 12, 2024 Q4 2023
Capstone Investment Advisors, LLC

New York, NY
SELL
 -
-21.7K
- 65.12%
$1.76M - $1.99M
11.6K $977K
Jan 18, 2024 Q4 2023
Northstar Advisory Group, LLC

SELL
 -
-21.8K
- 55.62%
$1.77M - $2M
17.4K $1.46M
Feb 13, 2024 Q4 2023
Fifth Third Securities, Inc.

SELL
 -
-22.2K
- 19.77%
$1.8M - $2.04M
89.9K $7.57M
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-22.3K
- 7.01%
$1.81M - $2.05M
295K $24.9M
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-22.5K
- 16.25%
$1.83M - $2.07M
116K $9.76M
Jan 10, 2024 Q4 2023
Peak Financial Advisors LLC

SELL
 -
-22.6K
- 38.87%
$1.83M - $2.08M
35.5K $2.99M
Feb 14, 2024 Q4 2023
Css LLC

Chicago, IL
SELL
 -
-22.6K
- 95.24%
$1.84M - $2.08M
1.13K $95.3K
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

SELL
 -
-22.8K
- 30.95%
$1.85M - $2.09M
50.8K $4.27M
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-23K
- 17.91%
$1.87M - $2.12M
106K $8.89M
Feb 12, 2024 Q4 2023
Rezny Wealth Management, Inc.

SELL
 -
-23.4K
- 12.94%
$1.9M - $2.15M
157K $13.3M
Feb 13, 2024 Q4 2023
Credit Agricole S A

SELL
 -
-23.5K
- 17.87%
$1.91M - $2.16M
108K $9.08M
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-23.6K
- 47.27%
$1.91M - $2.17M
26.3K $2.21M
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

SELL
 -
-24.9K
- 29.98%
$2.02M - $2.29M
58.2K $4.9M
Feb 09, 2024 Q4 2023
X Square Capital, LLC

SELL
 -
-25.1K
- 46.17%
$2.04M - $2.31M
29.2K $2.46M
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

SELL
 -
-25.2K
- 62.09%
$2.04M - $2.31M
15.4K $1.29M
Feb 08, 2024 Q4 2023
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-25.7K
- 18.49%
$2.09M - $2.37M
113K $9.55M
Feb 09, 2024 Q4 2023
Banco Santander, S.A.

SELL
 -
-27.1K
- 28.11%
$2.2M - $2.49M
69.3K $5.83M
Jan 11, 2024 Q4 2023
Brookstone Capital Management

SELL
 -
-27.4K
- 45.3%
$2.23M - $2.52M
33.1K $2.79M
Feb 16, 2024 Q4 2023
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-27.6K
- 18.51%
$2.24M - $2.54M
121K $10.2M
Feb 13, 2024 Q4 2023
Waterloo Capital, L.P.

Austin, TX
SELL
 -
-27.8K
- 87.17%
$2.25M - $2.55M
4.09K $344K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

SELL
 -
-27.8K
- 82.05%
$2.26M - $2.56M
6.09K $512K
Jan 31, 2024 Q4 2023
Evolution Wealth Advisors, LLC

SELL
 -
-28.1K
- 28.77%
$2.28M - $2.58M
69.5K $5.85M
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

SELL
 -
-28.5K
- 25.09%
$2.31M - $2.62M
85.1K $7.16M

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