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 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.32K- 15.23% |
$107K - $122K
|
7.36K
$680K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.33K- 17.66% |
$108K - $122K
|
6.18K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.35K- 11.27% |
$110K - $124K
|
10.6K
$982K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.35K- 8.58% |
$110K - $124K
|
14.4K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.36K- 17.11% |
$110K - $125K
|
6.59K
$609K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.38K- 2.14% |
$112K - $126K
|
62.8K
$5.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.39K- 0.89% |
$113K - $127K
|
155K
$14.3M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.39K- 1.24% |
$113K - $128K
|
111K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 0.84% |
$114K - $130K
|
166K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.41K- 5.1% |
$115K - $130K
|
26.3K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.42K- 12.16% |
$115K - $130K
|
10.2K
$947K
|
|
|
Feb 01, 2024
Q4 2023
|
Jennison Associates LLC
|
SELL
|
- |
-1.46K- 6.73% |
$119K - $134K
|
20.3K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.49K- 2.3% |
$121K - $137K
|
63.4K
$5.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.5K- 6.64% |
$121K - $137K
|
21K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.52K- 2.46% |
$123K - $139K
|
60.1K
$5.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.54K- 17.02% |
$125K - $141K
|
7.5K
$693K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.64K- 4.45% |
$133K - $151K
|
35.3K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.65K- 19.45% |
$134K - $152K
|
6.84K
$632K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.65K- 14.72% |
$134K - $152K
|
9.57K
$885K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.68K- 1.83% |
$136K - $154K
|
90K
$8.32M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.69K- 3.47% |
$137K - $155K
|
47K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.7K- 29.48% |
$138K - $157K
|
4.07K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 5.8% |
$140K - $159K
|
28K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.74K- 0.92% |
$141K - $160K
|
187K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.75K- 1.26% |
$142K - $161K
|
137K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.77K- 31.41% |
$143K - $162K
|
3.85K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.78K- 9.49% |
$144K - $164K
|
17K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.78K- 25.41% |
$145K - $164K
|
5.23K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.78K- 14.98% |
$145K - $164K
|
10.1K
$935K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.8K- 3.19% |
$146K - $166K
|
54.6K
$5.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.8K- 5.65% |
$146K - $166K
|
30.1K
$2.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.81K- 4.3% |
$147K - $167K
|
40.4K
$3.73M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.82K- 25.72% |
$148K - $167K
|
5.25K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.83K- 3.74% |
$149K - $169K
|
47.2K
$4.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 4.37% |
$150K - $170K
|
40.6K
$3.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.88K- 35.99% |
$152K - $173K
|
3.34K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.88K- 0.65% |
$152K - $173K
|
289K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 43.7% |
$153K - $173K
|
2.42K
$224K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.9K- 14.31% |
$154K - $175K
|
11.4K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.93K- 75.01% |
$157K - $177K
|
643
$59.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.99K- 23.25% |
$162K - $183K
|
6.57K
$607K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2K- 29.27% |
$162K - $184K
|
4.83K
$446K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 40.0% |
$162K - $184K
|
3K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.01K- 4.45% |
$164K - $185K
|
43.2K
$4M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.1K- 22.19% |
$170K - $193K
|
7.35K
$680K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2.11K- 40.97% |
$171K - $194K
|
3.04K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.14K- 1.39% |
$174K - $197K
|
152K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.14K- 10.63% |
$174K - $197K
|
18K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.14K- 9.37% |
$174K - $197K
|
20.7K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.15K- 10.53% |
$175K - $198K
|
18.3K
$1.69M
|