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 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.8KNew |
$146K - $166K
|
1.8K
$159K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.8K+ 2.61% |
$146K - $166K
|
70.9K
$6.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.8K+ 21.06% |
$146K - $166K
|
10.3K
$915K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 16.63% |
$144K - $163K
|
12.4K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.75K+ 5.12% |
$142K - $161K
|
36K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.75K+ 11.98% |
$142K - $161K
|
16.4K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 3.47% |
$142K - $161K
|
52.1K
$4.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.75K+ 2.7% |
$142K - $160K
|
66.3K
$5.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.74K+ 5.67% |
$142K - $160K
|
32.5K
$2.87M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
1.73K+ 10.29% |
$140K - $159K
|
18.5K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.72K+ 5.0% |
$140K - $158K
|
36.2K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 5.96% |
$138K - $157K
|
30.3K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.7K+ 8.39% |
$138K - $156K
|
22K
$1.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.67K+ 26.56% |
$135K - $153K
|
7.94K
$702K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63KNew |
$132K - $150K
|
1.63K
$144K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 4.42% |
$132K - $150K
|
38.5K
$3.4M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.62K+ 14.36% |
$131K - $149K
|
12.9K
$1.14M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.61K+ 4.21% |
$131K - $148K
|
39.9K
$3.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.6K+ 0.88% |
$130K - $147K
|
182K
$16.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 7.88% |
$128K - $145K
|
21.6K
$1.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.58K+ 6.72% |
$128K - $145K
|
25K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 38.08% |
$126K - $143K
|
5.64K
$498K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.55K+ 4.74% |
$126K - $143K
|
34.3K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.55K+ 35.15% |
$126K - $142K
|
5.95K
$526K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.54K+ 4.05% |
$125K - $142K
|
39.6K
$3.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.52K+ 191.54% |
$123K - $140K
|
2.31K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.51KNew |
$123K - $139K
|
1.51K
$134K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.51K+ 5.14% |
$123K - $139K
|
30.9K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.49K+ 3.62% |
$121K - $137K
|
42.7K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.49KNew |
$121K - $137K
|
1.49K
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.49KNew |
$121K - $137K
|
1.49K
$132K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.49K+ 13.97% |
$121K - $137K
|
12.1K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.48K+ 1.26% |
$120K - $136K
|
119K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.47K+ 2.37% |
$119K - $135K
|
63.5K
$5.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 6.3% |
$115K - $130K
|
23.9K
$2.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.38K+ 33.81% |
$112K - $127K
|
5.46K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.37K+ 3.74% |
$112K - $126K
|
38.1K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.37K+ 7.87% |
$111K - $126K
|
18.8K
$1.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.36K+ 1.65% |
$110K - $125K
|
83.8K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.35K+ 21.65% |
$109K - $124K
|
7.56K
$668K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.34K+ 2.36% |
$109K - $123K
|
58K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.34K+ 11.26% |
$108K - $123K
|
13.2K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.33K+ 4.63% |
$108K - $123K
|
30.1K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.33K+ 15.42% |
$108K - $122K
|
9.96K
$880K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.31K+ 7.26% |
$107K - $121K
|
19.4K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
1.27K+ 55.95% |
$103K - $117K
|
3.54K
$313K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 3.3% |
$102K - $115K
|
39.2K
$3.46M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.23K+ 14.5% |
$100K - $113K
|
9.72K
$859K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.22K+ 1.71% |
$98.7K - $112K
|
72.3K
$6.39M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.19KNew |
$96.5K - $109K
|
1.19K
$105K
|