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
|
Crewe Advisors LLC
|
SELL
|
- |
-110- 18.71% |
$8.47K - $10.2K
|
478
$42K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-111- 2.15% |
$8.54K - $10.3K
|
5.05K
$444K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-115- 3.59% |
$8.85K - $10.7K
|
3.09K
$272K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-117- 2.84% |
$9.01K - $10.9K
|
4K
$352K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-119- 0.52% |
$9.16K - $11.1K
|
22.8K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-121- 0.16% |
$9.31K - $11.3K
|
77.3K
$6.8M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-121- 0.67% |
$9.31K - $11.3K
|
17.8K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-122- 3.63% |
$9.39K - $11.4K
|
3.24K
$285K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-122- 12.88% |
$9.39K - $11.4K
|
825
$72.6K
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-124- 0.38% |
$9.54K - $11.5K
|
32.3K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-124- 91.85% |
$9.54K - $11.5K
|
11
$967
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-124- 16.06% |
$9.54K - $11.5K
|
648
$57K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-126- 1.67% |
$9.7K - $11.7K
|
7.44K
$654K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-127- 1.23% |
$9.78K - $11.8K
|
10.2K
$895K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-127- 0.01% |
$9.78K - $11.8K
|
1.58M
$139M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-130- 1.07% |
$10K - $12.1K
|
12K
$1.05M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-136- 4.32% |
$10.5K - $12.7K
|
3.01K
$265K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-138- 33.41% |
$10.6K - $12.8K
|
275
$24.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-146- 1.72% |
$11.2K - $13.6K
|
8.35K
$734K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-150- 0.62% |
$11.5K - $14K
|
24K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 3.25% |
$11.5K - $14K
|
4.47K
$393K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-151- 0.82% |
$11.6K - $14.1K
|
18.3K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-156- 2.41% |
$12K - $14.5K
|
6.32K
$556K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-157- 0.99% |
$12.1K - $14.6K
|
15.8K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-158- 48.32% |
$12.2K - $14.7K
|
169
$14.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-160- 0.38% |
$12.3K - $14.9K
|
42.1K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-160- 3.37% |
$12.3K - $14.9K
|
4.58K
$403K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-161- 3.01% |
$12.4K - $15K
|
5.18K
$456K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-166- 2.98% |
$12.8K - $15.5K
|
5.41K
$475K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-168- 2.58% |
$12.9K - $15.6K
|
6.35K
$558K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-170- 0.77% |
$13.1K - $15.8K
|
22K
$1.93M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-175- 0.74% |
$13.5K - $16.3K
|
23.6K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-176- 2.67% |
$13.5K - $16.4K
|
6.41K
$564K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-180- 0.61% |
$13.9K - $16.8K
|
29.5K
$2.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-189- 25.78% |
$14.5K - $17.6K
|
544
$47.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-190- 0.38% |
$14.6K - $17.7K
|
49.9K
$4.38M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-191- 2.17% |
$14.7K - $17.8K
|
8.61K
$757K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-192- 4.23% |
$14.8K - $17.9K
|
4.35K
$383K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-195- 1.57% |
$15K - $18.2K
|
12.2K
$1.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-200- 6.25% |
$15.4K - $18.6K
|
3K
$264K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 1.83% |
$15.4K - $18.6K
|
10.7K
$942K
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-200- 7.27% |
$15.4K - $18.6K
|
2.55K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 7.37% |
$15.4K - $18.6K
|
2.51K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 55.25% |
$15.4K - $18.6K
|
162
$14.2K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-202- 7.58% |
$15.5K - $18.8K
|
2.46K
$217K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-202- 66.89% |
$15.5K - $18.8K
|
100
$8.79K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-203- 4.12% |
$15.6K - $18.9K
|
4.73K
$416K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-209- 5.89% |
$16.1K - $19.5K
|
3.34K
$294K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-209- 1.9% |
$16.1K - $19.5K
|
10.8K
$950K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-211- 6.36% |
$16.2K - $19.6K
|
3.11K
$273K
|