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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-212- 3.38% |
$16.3K - $19.7K
|
6.07K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-213- 0.26% |
$16.4K - $19.8K
|
80.5K
$7.08M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-214- 0.33% |
$16.5K - $19.9K
|
64.2K
$5.65M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-214- 1.28% |
$16.5K - $19.9K
|
16.5K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-216- 6.23% |
$16.6K - $20.1K
|
3.25K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-217- 2.95% |
$16.7K - $20.2K
|
7.15K
$628K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-220- 3.13% |
$16.9K - $20.5K
|
6.8K
$598K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-227- 7.93% |
$17.5K - $21.1K
|
2.64K
$232K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-227- 3.12% |
$17.5K - $21.1K
|
7.06K
$621K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-227- 7.93% |
$17.5K - $21.1K
|
2.64K
$232K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-230- 1.32% |
$17.7K - $21.4K
|
17.3K
$1.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-231- 6.66% |
$17.8K - $21.5K
|
3.24K
$284K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-231- 2.61% |
$17.8K - $21.5K
|
8.61K
$757K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-234- 0.51% |
$18K - $21.8K
|
45.6K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-234- 10.01% |
$18K - $21.8K
|
2.1K
$185K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-236- 3.34% |
$18.2K - $22K
|
6.83K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-242- 8.66% |
$18.6K - $22.5K
|
2.55K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-246- 0.96% |
$18.9K - $22.9K
|
25.3K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-247- 2.68% |
$19K - $23K
|
8.96K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-250- 7.42% |
$19.2K - $23.3K
|
3.12K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-250- 2.64% |
$19.2K - $23.3K
|
9.24K
$812K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-251- 2.68% |
$19.3K - $23.4K
|
9.13K
$803K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-253- 1.88% |
$19.5K - $23.6K
|
13.2K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-258- 8.01% |
$19.9K - $24K
|
2.96K
$261K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-260- 8.77% |
$20K - $24.2K
|
2.71K
$238K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-263- 40.28% |
$20.2K - $24.5K
|
390
$34.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-264- 0.56% |
$20.3K - $24.6K
|
47.2K
$4.15M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-265- 2.64% |
$20.4K - $24.7K
|
9.77K
$859K
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-270- 5.29% |
$20.8K - $25.1K
|
4.83K
$425K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-275- 1.67% |
$21.2K - $25.6K
|
16.2K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-275- 0.51% |
$21.2K - $25.6K
|
53.3K
$4.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-276- 5.65% |
$21.2K - $25.7K
|
4.61K
$406K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-279- 3.9% |
$21.5K - $26K
|
6.88K
$605K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-280- 2.2% |
$21.6K - $26.1K
|
12.4K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-288- 8.18% |
$22.2K - $26.8K
|
3.23K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-291- 22.23% |
$22.4K - $27.1K
|
1.02K
$89.5K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-293- 55.92% |
$22.6K - $27.3K
|
231
$20.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-298- 6.26% |
$22.9K - $27.7K
|
4.46K
$392K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 9.9% |
$23.1K - $27.9K
|
2.73K
$240K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-300- 3.59% |
$23.1K - $27.9K
|
8.05K
$708K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-300- 2.8% |
$23.1K - $27.9K
|
10.4K
$916K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-313- 0.36% |
$24.1K - $29.1K
|
87K
$7.65M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-314- 0.91% |
$24.2K - $29.2K
|
34.2K
$3M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-314- 0.91% |
$24.2K - $29.2K
|
34.2K
$3M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-325- 1.6% |
$25K - $30.3K
|
20K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-326- 5.8% |
$25.1K - $30.4K
|
5.29K
$465K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-330- 11.29% |
$25.4K - $30.7K
|
2.59K
$228K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-331- 5.14% |
$25.5K - $30.8K
|
6.1K
$537K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-331- 2.66% |
$25.5K - $30.8K
|
12.1K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-334- 9.96% |
$25.7K - $31.1K
|
3.02K
$266K
|