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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 837.76% |
$1.79M - $2.03M
|
24.7K
$2.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21.9K+ 81.92% |
$1.78M - $2.02M
|
48.7K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.6K+ 36.31% |
$1.75M - $1.99M
|
81.1K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
21.6K+ 5.0% |
$1.75M - $1.98M
|
453K
$38.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 39.5% |
$1.74M - $1.97M
|
75.6K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
21.3K+ 21.25% |
$1.73M - $1.95M
|
121K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
21.2KNew |
$1.72M - $1.95M
|
21.2K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.9K+ 10.68% |
$1.7M - $1.93M
|
217K
$18.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
20.7KNew |
$1.68M - $1.91M
|
20.7K
$1.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20.4K+ 522.88% |
$1.66M - $1.88M
|
24.3K
$2.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20.1KNew |
$1.64M - $1.85M
|
20.1K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
20KNew |
$1.62M - $1.84M
|
20K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
19.8KNew |
$1.6M - $1.82M
|
19.8K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
19.6K+ 50.06% |
$1.59M - $1.8M
|
58.8K
$4.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
19.4K+ 79.17% |
$1.58M - $1.79M
|
44K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
19.2KNew |
$1.56M - $1.77M
|
19.2K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
18.9KNew |
$1.53M - $1.74M
|
18.9K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.8KNew |
$1.53M - $1.73M
|
18.8K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ctc LLC
|
BUY
|
- |
18.6K+ 77.28% |
$1.51M - $1.71M
|
42.7K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
18.1KNew |
$1.47M - $1.66M
|
18.1K
$1.52M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
18.1KNew |
$1.47M - $1.66M
|
18.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
17.9K+ 46.52% |
$1.46M - $1.65M
|
56.5K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17.9K+ 15.78% |
$1.45M - $1.65M
|
131K
$11.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
17.9K+ 97.16% |
$1.45M - $1.65M
|
36.3K
$3.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
17.8K+ 7.14% |
$1.44M - $1.63M
|
266K
$22.4M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
17.7K+ 212.91% |
$1.43M - $1.62M
|
26K
$2.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
17.3KNew |
$1.41M - $1.59M
|
17.3K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
16.9KNew |
$1.37M - $1.55M
|
16.9K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
16.8K+ 30.97% |
$1.36M - $1.54M
|
70.8K
$5.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
16.3K+ 169.56% |
$1.33M - $1.5M
|
26K
$2.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16KNew |
$1.3M - $1.47M
|
16K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15.8K+ 28.92% |
$1.29M - $1.46M
|
70.6K
$5.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
15.8K+ 26.02% |
$1.29M - $1.46M
|
76.7K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
15.5KNew |
$1.26M - $1.43M
|
15.5K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.1K+ 484.36% |
$1.23M - $1.39M
|
18.2K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
15.1KNew |
$1.22M - $1.39M
|
15.1K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15K+ 10.92% |
$1.22M - $1.38M
|
153K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.6K+ 0.21% |
$1.19M - $1.34M
|
6.92M
$583M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
14.6KNew |
$1.18M - $1.34M
|
14.6K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
14.5KNew |
$1.18M - $1.33M
|
14.5K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
14.5K+ 66.81% |
$1.17M - $1.33M
|
36.1K
$3.04M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
14.4KNew |
$1.17M - $1.33M
|
14.4K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
14.4K+ 12.44% |
$1.17M - $1.32M
|
130K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
14.1K+ 44.5% |
$1.14M - $1.29M
|
45.7K
$3.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
14K+ 16.82% |
$1.14M - $1.29M
|
97.3K
$8.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.9KNew |
$1.13M - $1.28M
|
13.9K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 2.55% |
$1.13M - $1.28M
|
560K
$47.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13.8K+ 31.96% |
$1.12M - $1.27M
|
57.2K
$4.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
13.8K+ 10.87% |
$1.12M - $1.27M
|
141K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 14.65% |
$1.12M - $1.27M
|
108K
$9.07M
|