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 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-10K- 14.88% |
$812K - $920K
|
57.2K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-10K- 77.44% |
$812K - $920K
|
2.91K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.2K- 10.5% |
$828K - $938K
|
86.9K
$8.03M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10.3K- 70.44% |
$834K - $944K
|
4.31K
$398K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-10.4K- 52.71% |
$843K - $955K
|
9.32K
$861K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.6K- 18.75% |
$864K - $979K
|
46.1K
$4.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.2K- 29.52% |
$913K - $1.03M
|
26.8K
$2.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.3K- 6.35% |
$915K - $1.04M
|
166K
$15.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-11.3K- 52.7% |
$919K - $1.04M
|
10.2K
$939K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11.4K- 35.59% |
$924K - $1.05M
|
20.6K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-11.5K- 99.27% |
$932K - $1.06M
|
84
$7.76K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.7K- 13.37% |
$951K - $1.08M
|
75.9K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-11.9K- 0.38% |
$968K - $1.1M
|
3.15M
$291M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-12.2K- 16.52% |
$995K - $1.13M
|
61.9K
$5.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.5K- 27.92% |
$1.02M - $1.15M
|
32.3K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.7K- 98.45% |
$1.03M - $1.17M
|
200
$18.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-12.8K- 26.18% |
$1.04M - $1.17M
|
36K
$3.33M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.9K- 57.24% |
$1.05M - $1.19M
|
9.63K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.9K- 13.82% |
$1.05M - $1.19M
|
80.5K
$7.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.3K- 49.75% |
$1.08M - $1.22M
|
13.4K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-13.3K- 9.27% |
$1.08M - $1.22M
|
130K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 49.88% |
$1.12M - $1.27M
|
13.9K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13.9K- 12.61% |
$1.13M - $1.28M
|
96.3K
$8.9M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-14K- 6.17% |
$1.14M - $1.29M
|
213K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-14.5K- 6.17% |
$1.18M - $1.33M
|
220K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.5K- 13.91% |
$1.18M - $1.34M
|
90K
$8.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-15K- 36.86% |
$1.22M - $1.38M
|
25.7K
$2.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15.4K- 50.1% |
$1.25M - $1.42M
|
15.4K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.9K- 27.44% |
$1.29M - $1.46M
|
41.9K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-15.9K- 82.51% |
$1.29M - $1.47M
|
3.38K
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.1K- 51.19% |
$1.3M - $1.48M
|
15.3K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-16.6K- 49.25% |
$1.35M - $1.53M
|
17.1K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16.9K- 32.61% |
$1.37M - $1.55M
|
34.9K
$3.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-17.8KClosed |
$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
$3.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-19.9K- 73.88% |
$1.62M - $1.83M
|
7.03K
$650K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-20.1K- 16.92% |
$1.63M - $1.85M
|
98.8K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20.5K- 36.29% |
$1.67M - $1.89M
|
36K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-21.7K- 65.12% |
$1.76M - $1.99M
|
11.6K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-21.8K- 55.62% |
$1.77M - $2M
|
17.4K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22.2K- 19.77% |
$1.8M - $2.04M
|
89.9K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.3K- 7.01% |
$1.81M - $2.05M
|
295K
$27.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.5K- 16.25% |
$1.83M - $2.07M
|
116K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-22.6K- 38.87% |
$1.83M - $2.08M
|
35.5K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-22.6K- 95.24% |
$1.84M - $2.08M
|
1.13K
$105K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-22.8K- 30.95% |
$1.85M - $2.09M
|
50.8K
$4.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23K- 17.91% |
$1.87M - $2.12M
|
106K
$9.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-23.4K- 12.94% |
$1.9M - $2.15M
|
157K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-23.5K- 17.87% |
$1.91M - $2.16M
|
108K
$9.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-23.6K- 47.27% |
$1.91M - $2.17M
|
26.3K
$2.43M
|