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 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.31KNew |
$269K - $304K
|
3.31K
$279K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
3.31K+ 14.24% |
$269K - $304K
|
26.5K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.29KNew |
$267K - $303K
|
3.29K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.26K+ 15.25% |
$264K - $299K
|
24.6K
$2.07M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.25K+ 52.88% |
$264K - $299K
|
9.4K
$791K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.22KNew |
$262K - $296K
|
3.22K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.22KNew |
$261K - $296K
|
3.22K
$271K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.17K+ 9.72% |
$257K - $291K
|
35.7K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.17KNew |
$257K - $291K
|
3.17K
$266K
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
3.12KNew |
$253K - $287K
|
3.12K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.1K+ 1.12% |
$251K - $285K
|
280K
$23.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.08K+ 47.97% |
$250K - $283K
|
9.49K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.07KNew |
$249K - $282K
|
3.07K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.07KNew |
$249K - $282K
|
3.07K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
3.04K+ 1908.81% |
$246K - $279K
|
3.19K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.02K+ 3.34% |
$245K - $277K
|
93.3K
$7.85M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.02KNew |
$245K - $277K
|
3.02K
$254K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3.01K+ 6545.65% |
$244K - $277K
|
3.06K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3K+ 93.75% |
$244K - $276K
|
6.2K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3KNew |
$243K - $275K
|
3K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.94KNew |
$239K - $270K
|
2.94K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.9K+ 0.8% |
$236K - $267K
|
365K
$30.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.9K+ 1.9% |
$235K - $267K
|
156K
$13.1M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.88K+ 50.41% |
$234K - $265K
|
8.59K
$723K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2.88KNew |
$234K - $264K
|
2.88K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.87K+ 50.18% |
$233K - $263K
|
8.57K
$722K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.86K+ 36.29% |
$232K - $263K
|
10.8K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2.85KNew |
$231K - $262K
|
2.85K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.81K+ 38.21% |
$228K - $259K
|
10.2K
$856K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 12.52% |
$226K - $256K
|
25.1K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.77K+ 34.87% |
$225K - $255K
|
10.7K
$902K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
2.77KNew |
$225K - $254K
|
2.77K
$233K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.76K+ 25.05% |
$224K - $254K
|
13.8K
$1.16M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.75KNew |
$223K - $253K
|
2.75K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.72K+ 4.08% |
$221K - $250K
|
69.5K
$5.85M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.7K+ 66.56% |
$219K - $248K
|
6.74K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.69KNew |
$219K - $248K
|
2.69K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2.68K+ 3572.0% |
$218K - $246K
|
2.75K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 8.93% |
$216K - $245K
|
32.5K
$2.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.66K+ 5.49% |
$216K - $245K
|
51.1K
$4.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
2.65K+ 35.1% |
$215K - $244K
|
10.2K
$859K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.64K+ 6.16% |
$215K - $243K
|
45.5K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.63KNew |
$213K - $242K
|
2.63K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.61KNew |
$212K - $240K
|
2.61K
$220K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.61KNew |
$212K - $240K
|
2.61K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.59KNew |
$210K - $238K
|
2.59K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 24.21% |
$210K - $238K
|
13.3K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.59KNew |
$210K - $238K
|
2.59K
$218K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.59K+ 430.62% |
$210K - $238K
|
3.19K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.58K+ 15.82% |
$209K - $237K
|
18.9K
$1.59M
|