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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
184+ 0.32% |
$14.2K - $17.1K
|
57.4K
$5.05M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
182+ 4.22% |
$14K - $16.9K
|
4.5K
$396K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
182+ 2.5% |
$14K - $16.9K
|
7.45K
$655K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
179+ 2.03% |
$13.8K - $16.7K
|
9K
$791K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
176+ 0.72% |
$13.5K - $16.4K
|
24.6K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
175+ 3.05% |
$13.5K - $16.3K
|
5.91K
$520K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
172+ 1.45% |
$13.2K - $16K
|
12.1K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
160+ 1.5% |
$12.3K - $14.9K
|
10.9K
$955K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
158+ 0.8% |
$12.2K - $14.7K
|
20K
$1.76M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
153+ 82.7% |
$11.8K - $14.2K
|
338
$29.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
150+ 0.56% |
$11.5K - $14K
|
27K
$2.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
150+ 1.91% |
$11.5K - $14K
|
8.02K
$705K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
150+ 0.58% |
$11.5K - $14K
|
26K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
150+ 1.98% |
$11.5K - $14K
|
7.74K
$680K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
146+ 3.1% |
$11.2K - $13.6K
|
4.85K
$427K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
145+ 1.66% |
$11.2K - $13.5K
|
8.88K
$780K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
144+ 1.04% |
$11.1K - $13.4K
|
14K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
140+ 4.43% |
$10.8K - $13K
|
3.3K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
140+ 0.03% |
$10.8K - $13K
|
433K
$38.1M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
135+ 1.13% |
$10.4K - $12.6K
|
12.1K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
131+ 3.13% |
$10.1K - $12.2K
|
4.31K
$379K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
129+ 1.36% |
$9.93K - $12K
|
9.63K
$847K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
129+ 1.78% |
$9.93K - $12K
|
7.39K
$650K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
129+ 0.6% |
$9.93K - $12K
|
21.6K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
129+ 1.29% |
$9.93K - $12K
|
10.1K
$888K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
127+ 1.31% |
$9.78K - $11.8K
|
9.82K
$864K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
125+ 4.34% |
$9.62K - $11.6K
|
3K
$264K
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
BUY
|
- |
125+ 0.92% |
$9.62K - $11.6K
|
13.8K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
125+ 1.94% |
$9.62K - $11.6K
|
6.57K
$577K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
125+ 2.24% |
$9.62K - $11.6K
|
5.71K
$502K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
125+ 0.9% |
$9.62K - $11.6K
|
14K
$1.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
124+ 1.28% |
$9.54K - $11.5K
|
9.8K
$862K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
124+ 4.26% |
$9.54K - $11.5K
|
3.03K
$267K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 1127.27% |
$9.54K - $11.5K
|
135
$11.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
118+ 1.74% |
$9.08K - $11K
|
6.89K
$606K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
118+ 80.82% |
$9.08K - $11K
|
264
$23.2K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
BUY
|
- |
115+ 38.33% |
$8.85K - $10.7K
|
415
$36.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
113+ 0.81% |
$8.7K - $10.5K
|
14.1K
$1.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
110+ 0.55% |
$8.47K - $10.2K
|
20K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
107+ 4.3% |
$8.24K - $9.96K
|
2.59K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
107+ 1.02% |
$8.24K - $9.96K
|
10.6K
$934K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
105+ 0.45% |
$8.08K - $9.78K
|
23.3K
$2.05M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
105+ 2.22% |
$8.08K - $9.78K
|
4.83K
$425K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
103+ 3.01% |
$7.93K - $9.59K
|
3.53K
$310K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
101+ 1.7% |
$7.77K - $9.4K
|
6.04K
$531K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
100+ 4.2% |
$7.7K - $9.31K
|
2.48K
$218K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
100+ 0.09% |
$7.7K - $9.31K
|
116K
$10.2M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 333.33% |
$7.7K - $9.31K
|
130
$11.4K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
100+ 0.69% |
$7.7K - $9.31K
|
14.6K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
98+ 0.45% |
$7.54K - $9.12K
|
22.1K
$1.94M
|