Purchases and Sales Made in Q1 2023 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
843+ 1.05% |
$64.9K - $78.5K
|
80.8K
$7.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
823+ 1.17% |
$63.3K - $76.6K
|
71.1K
$6.21M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
822+ 274.0% |
$63.3K - $76.5K
|
1.12K
$98.1K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
815+ 23.48% |
$62.7K - $75.9K
|
4.29K
$375K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
812+ 2.14% |
$62.5K - $75.6K
|
38.8K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
811New |
$62.4K - $75.5K
|
811
$70.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
800+ 31.77% |
$61.6K - $74.5K
|
3.32K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
796+ 2.6% |
$61.3K - $74.1K
|
31.4K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
795+ 5.45% |
$61.2K - $74K
|
15.4K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
783+ 2.45% |
$60.3K - $72.9K
|
32.7K
$2.86M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
774+ 13.83% |
$59.6K - $72.1K
|
6.37K
$557K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
769+ 1.66% |
$59.2K - $71.6K
|
47.1K
$4.12M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
750+ 23.03% |
$57.7K - $69.8K
|
4.01K
$350K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
740+ 9.89% |
$57K - $68.9K
|
8.22K
$719K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
738+ 6.31% |
$56.8K - $68.7K
|
12.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
718+ 0.98% |
$55.3K - $66.9K
|
73.8K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
713New |
$54.9K - $66.4K
|
713
$62.4K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
688+ 8.58% |
$53K - $64.1K
|
8.7K
$761K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
687+ 8.31% |
$52.9K - $64K
|
8.96K
$784K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
683+ 14.07% |
$52.6K - $63.6K
|
5.54K
$484K
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
681+ 5.53% |
$52.4K - $63.4K
|
13K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
668+ 0.58% |
$51.4K - $62.2K
|
115K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
658+ 14.78% |
$50.6K - $61.3K
|
5.11K
$447K
|
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
639+ 3.08% |
$49.2K - $59.5K
|
21.4K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
635+ 8.44% |
$48.9K - $59.1K
|
8.16K
$713K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
634+ 4.2% |
$48.8K - $59K
|
15.7K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
629+ 6.29% |
$48.4K - $58.6K
|
10.6K
$930K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
625+ 1.29% |
$48.1K - $58.2K
|
49.1K
$4.3M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
623+ 1.39% |
$48K - $58K
|
45.6K
$3.99M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
617+ 4.16% |
$47.5K - $57.4K
|
15.4K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
606+ 3.26% |
$46.6K - $56.4K
|
19.2K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
604+ 11.6% |
$46.5K - $56.2K
|
5.81K
$508K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
598+ 2.87% |
$46K - $55.7K
|
21.4K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
592+ 5.23% |
$45.6K - $55.1K
|
11.9K
$1.04M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
588+ 11.44% |
$45.3K - $54.7K
|
5.73K
$501K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
588+ 6.57% |
$45.3K - $54.7K
|
9.54K
$834K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
586New |
$45.1K - $54.6K
|
586
$51.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
572+ 6.51% |
$44K - $53.3K
|
9.36K
$818K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
570+ 9.29% |
$43.9K - $53.1K
|
6.71K
$587K
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
565+ 10.3% |
$43.5K - $52.6K
|
6.05K
$529K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
562+ 67.96% |
$43.3K - $52.3K
|
1.39K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
554+ 3.68% |
$42.6K - $51.6K
|
15.6K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Jennison Associates LLC
|
BUY
|
- |
549+ 2.1% |
$42.3K - $51.1K
|
26.7K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
536+ 6.68% |
$41.3K - $49.9K
|
8.56K
$749K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
517+ 5.47% |
$39.8K - $48.1K
|
9.96K
$871K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
517+ 0.66% |
$39.8K - $48.1K
|
78.7K
$6.89M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
500New |
$38.5K - $46.6K
|
500
$43.7K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500+ 100.0% |
$38.5K - $46.6K
|
1K
$87.5K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
500New |
$38.5K - $46.6K
|
500
$43.7K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
497+ 2.24% |
$38.3K - $46.3K
|
22.7K
$1.99M
|