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
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24.9K- 29.98% |
$2.02M - $2.29M
|
58.2K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-25.1K- 46.17% |
$2.04M - $2.31M
|
29.2K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-25.2K- 62.09% |
$2.04M - $2.31M
|
15.4K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-25.7K- 18.49% |
$2.09M - $2.37M
|
113K
$10.5M
|
|
|
Jan 30, 2025
Q4 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-27KClosed |
$2.19M - $2.48M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-27.1K- 28.11% |
$2.2M - $2.49M
|
69.3K
$6.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-27.4K- 45.3% |
$2.23M - $2.52M
|
33.1K
$3.06M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-27.6K- 18.51% |
$2.24M - $2.54M
|
121K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-27.8K- 87.17% |
$2.25M - $2.55M
|
4.09K
$378K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-27.8K- 82.05% |
$2.26M - $2.56M
|
6.09K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 28.77% |
$2.28M - $2.58M
|
69.5K
$6.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.5K- 25.09% |
$2.31M - $2.62M
|
85.1K
$7.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-28.8K- 52.96% |
$2.34M - $2.65M
|
25.6K
$2.37M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-28.9KClosed |
$2.34M - $2.65M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-29.5K- 2.09% |
$2.4M - $2.71M
|
1.38M
$128M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-30.3K- 20.4% |
$2.46M - $2.78M
|
118K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-31.5K- 26.85% |
$2.56M - $2.9M
|
85.8K
$7.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31.6K- 43.37% |
$2.57M - $2.91M
|
41.3K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-32.6K- 10.94% |
$2.65M - $3M
|
266K
$24.6M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-33.4K- 41.56% |
$2.71M - $3.07M
|
46.9K
$4.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-33.8K- 91.06% |
$2.75M - $3.11M
|
3.32K
$307K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-33.8K- 17.13% |
$2.75M - $3.11M
|
164K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-34.1K- 2.5% |
$2.77M - $3.14M
|
1.33M
$123M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-34.9K- 49.65% |
$2.84M - $3.21M
|
35.4K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-35K- 6.45% |
$2.84M - $3.22M
|
508K
$46.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-35.6K- 24.67% |
$2.89M - $3.27M
|
109K
$10M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-35.8K- 90.01% |
$2.91M - $3.29M
|
3.97K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-38.4K- 29.74% |
$3.12M - $3.54M
|
90.8K
$8.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-39.9K- 29.74% |
$3.24M - $3.67M
|
94.3K
$8.72M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40K- 32.99% |
$3.25M - $3.68M
|
81.2K
$7.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-40.4K- 5.94% |
$3.28M - $3.72M
|
640K
$59.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-44.9K- 79.35% |
$3.64M - $4.13M
|
11.7K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-45.2K- 27.66% |
$3.67M - $4.16M
|
118K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-47.2K- 19.66% |
$3.83M - $4.34M
|
193K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-48K- 31.78% |
$3.9M - $4.41M
|
103K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-51.5K- 36.4% |
$4.18M - $4.74M
|
90K
$8.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51.8K- 65.43% |
$4.21M - $4.76M
|
27.4K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-51.8K- 98.14% |
$4.21M - $4.77M
|
982
$90.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-53.1K- 24.78% |
$4.31M - $4.89M
|
161K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-55.8K- 19.48% |
$4.53M - $5.13M
|
231K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-57K- 57.01% |
$4.63M - $5.25M
|
43K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-57.5K- 85.19% |
$4.67M - $5.29M
|
10K
$924K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-60.4K- 48.34% |
$4.91M - $5.56M
|
64.6K
$5.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60.7K- 87.32% |
$4.93M - $5.58M
|
8.81K
$815K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65K- 2.54% |
$5.28M - $5.98M
|
2.5M
$231M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-66.2K- 81.01% |
$5.37M - $6.08M
|
15.5K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70.5K- 8.16% |
$5.72M - $6.48M
|
793K
$73.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.2K- 9.21% |
$5.78M - $6.55M
|
702K
$64.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73.5K- 48.91% |
$5.97M - $6.76M
|
76.8K
$7.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-77.7K- 91.72% |
$6.31M - $7.14M
|
7.02K
$648K
|