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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
81.3K+ 3.84% |
$6.26M - $7.57M
|
2.2M
$193M
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
79.5K+ 46.39% |
$6.12M - $7.4M
|
251K
$21.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
78K+ 9.19% |
$6M - $7.26M
|
927K
$81.1M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
77.5K+ 27.7% |
$5.96M - $7.21M
|
357K
$31.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
77.2K+ 644.58% |
$5.94M - $7.19M
|
89.2K
$7.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Iyo Bank, Ltd.
|
BUY
|
- |
76KNew |
$5.85M - $7.08M
|
76K
$6.65M
|
|
|
May 12, 2023
Q1 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
73K+ 292.0% |
$5.62M - $6.8M
|
98K
$8.57M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
67K+ 89.69% |
$5.16M - $6.24M
|
142K
$12.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
67K+ 109.55% |
$5.16M - $6.24M
|
128K
$11.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
65K+ 75.99% |
$5M - $6.05M
|
151K
$13.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
63.3K+ 160.76% |
$4.87M - $5.89M
|
103K
$8.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
61K+ 406.67% |
$4.7M - $5.68M
|
76K
$6.65M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.2K+ 36.37% |
$4.63M - $5.61M
|
226K
$19.7M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
58.5K+ 77.34% |
$4.5M - $5.45M
|
134K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57.6K+ 4070.27% |
$4.44M - $5.37M
|
59.1K
$5.17M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57.6K+ 379.97% |
$4.43M - $5.36M
|
72.7K
$6.36M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
57KNew |
$4.39M - $5.31M
|
57K
$4.99M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
56.6K+ 81.97% |
$4.36M - $5.27M
|
126K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
55.6K+ 3.82% |
$4.28M - $5.18M
|
1.51M
$132M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
55.3K+ 51.63% |
$4.26M - $5.15M
|
163K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
52.6KNew |
$4.05M - $4.9M
|
52.6K
$4.6M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
52.6K+ 66554.43% |
$4.05M - $4.9M
|
52.7K
$4.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
51.1KNew |
$3.94M - $4.76M
|
51.1K
$4.47M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
50.8KNew |
$3.91M - $4.73M
|
50.8K
$4.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
48K+ 153.9% |
$3.69M - $4.47M
|
79.2K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
47.5K+ 131.5% |
$3.66M - $4.42M
|
83.6K
$7.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
46.4K+ 6.18% |
$3.57M - $4.32M
|
797K
$69.7M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
45.5KNew |
$3.51M - $4.24M
|
45.5K
$3.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
43.8K+ 197.29% |
$3.37M - $4.08M
|
66K
$5.78M
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
43.6KNew |
$3.36M - $4.06M
|
43.6K
$3.82M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42.2K+ 93.66% |
$3.24M - $3.93M
|
87.2K
$7.62M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.2K+ 0.49% |
$3.17M - $3.84M
|
8.42M
$736M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
40.2K+ 949.52% |
$3.1M - $3.75M
|
44.5K
$3.89M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
40.1K+ 113.43% |
$3.09M - $3.74M
|
75.5K
$6.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
39.9K+ 26.18% |
$3.07M - $3.72M
|
192K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
39.6KNew |
$3.05M - $3.69M
|
39.6K
$3.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 72.72% |
$2.97M - $3.59M
|
91.6K
$8.01M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
38.3K+ 224.99% |
$2.95M - $3.57M
|
55.4K
$4.84M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
37.9K+ 4.07% |
$2.91M - $3.53M
|
968K
$84.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Menlo Advisors LLC
|
BUY
|
- |
37.8KNew |
$2.91M - $3.52M
|
37.8K
$3.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
36.9KNew |
$2.84M - $3.44M
|
36.9K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
36.7K+ 805.37% |
$2.83M - $3.42M
|
41.3K
$3.61M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
36.3K+ 62.53% |
$2.8M - $3.38M
|
94.4K
$8.26M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
36.1K+ 48.19% |
$2.78M - $3.36M
|
111K
$9.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
34.3KNew |
$2.64M - $3.19M
|
34.3K
$3M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
34K+ 21.23% |
$2.61M - $3.16M
|
194K
$17M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
33.6K+ 29.9% |
$2.58M - $3.13M
|
146K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
33.5K+ 7.04% |
$2.58M - $3.12M
|
510K
$44.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
32.9K+ 170.5% |
$2.53M - $3.06M
|
52.1K
$4.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32.6K+ 10.72% |
$2.51M - $3.03M
|
337K
$29.4M
|