Purchases and Sales Made in Q1 2023 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
31K
+ 50.11%
$2.39M - $2.89M
92.9K $8.13M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
30.4K
+ 77.55%
$2.34M - $2.83M
69.6K $6.09M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
29.9K
+ 549.97%
$2.3M - $2.78M
35.3K $3.09M
May 12, 2023 Q1 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
29.1K
New
$2.24M - $2.71M
29.1K $2.55M
Apr 11, 2023 Q1 2023
Consolidated Capital Management, LLC

BUY
 -
28.7K
New
$2.21M - $2.68M
28.7K $2.51M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
28.6K
New
$2.2M - $2.66M
28.6K $2.5M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
26.9K
+ 29.42%
$2.07M - $2.51M
119K $10.4M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
26.9K
+ 36.69%
$2.07M - $2.5M
100K $8.75M
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
26.6K
+ 1.06%
$2.05M - $2.48M
2.53M $222M
May 11, 2023 Q1 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
26.2K
+ 30.67%
$2.02M - $2.44M
112K $9.77M
Apr 25, 2023 Q1 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
24.8K
+ 195.86%
$1.91M - $2.31M
37.4K $3.27M
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
24.7K
+ 7.11%
$1.9M - $2.3M
372K $32.5M
May 12, 2023 Q1 2023
Central Asset Investments & Management Holdings (Hk) LTD

BUY
 -
24.5K
New
$1.89M - $2.28M
24.5K $2.14M
Apr 17, 2023 Q1 2023
Wall Capital Group, Inc.

BUY
 -
24.5K
+ 8384.59%
$1.88M - $2.28M
24.8K $2.17M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
24.2K
New
$1.86M - $2.25M
24.2K $2.12M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
24.1K
+ 62.51%
$1.86M - $2.25M
62.8K $5.49M
May 15, 2023 Q1 2023
Caxton Associates LP

New York, NY
BUY
 -
24K
+ 46.91%
$1.84M - $2.23M
75K $6.56M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
22.1K
New
$1.7M - $2.06M
22.1K $1.93M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
21.9K
+ 100.73%
$1.69M - $2.04M
43.7K $3.82M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
21.7K
+ 74.18%
$1.67M - $2.02M
51K $4.46M
May 15, 2023 Q1 2023
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
21.7K
+ 715.23%
$1.67M - $2.02M
24.7K $2.16M
Apr 03, 2023 Q1 2023
Symmetry Partners, LLC

BUY
 -
21K
+ 9.2%
$1.61M - $1.95M
249K $21.8M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
20.8K
+ 57.24%
$1.6M - $1.94M
57.1K $5M
May 15, 2023 Q1 2023
Innealta Capital, LLC

Austin, TX
BUY
 -
19.9K
+ 25.21%
$1.53M - $1.85M
98.6K $8.63M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
19.1K
+ 104.39%
$1.47M - $1.78M
37.5K $3.28M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
19.1K
New
$1.47M - $1.78M
19.1K $1.67M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
19.1K
+ 214.16%
$1.47M - $1.78M
28K $2.45M
May 11, 2023 Q1 2023
Bank Of Nova Scotia

BUY
 -
19.1K
+ 3.34%
$1.47M - $1.78M
589K $51.5M
May 16, 2023 Q1 2023
Hollencrest Capital Management

BUY
 -
19K
+ 7063.2%
$1.46M - $1.77M
19.3K $1.69M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
18.7K
+ 40.71%
$1.44M - $1.74M
64.7K $5.65M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
18.1K
New
$1.39M - $1.68M
18.1K $1.58M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
17.5K
+ 97161.11%
$1.35M - $1.63M
17.5K $1.53M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
17.3K
+ 19.53%
$1.33M - $1.61M
106K $9.26M
May 04, 2023 Q1 2023
Pictet North America Advisors Sa

BUY
 -
17.2K
+ 553.89%
$1.33M - $1.6M
20.3K $1.78M
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
17K
+ 5142.42%
$1.31M - $1.58M
17.3K $1.51M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
16.9K
New
$1.3M - $1.58M
16.9K $1.48M
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
16.9K
+ 1334.59%
$1.3M - $1.58M
18.2K $1.59M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
16.8K
+ 16.03%
$1.3M - $1.57M
122K $10.7M
Apr 21, 2023 Q1 2023
Royal Harbor Partners, LLC

BUY
 -
16.7K
New
$1.29M - $1.56M
16.7K $1.46M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
16.5K
+ 24.2%
$1.27M - $1.54M
84.7K $7.41M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
16.5K
+ 1.64%
$1.27M - $1.53M
1.02M $89.5M
May 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
16.3K
+ 67.75%
$1.26M - $1.52M
40.4K $3.53M
Apr 27, 2023 Q1 2023
Money Design Co.,Ltd.

BUY
 -
16.3K
+ 9.27%
$1.25M - $1.52M
192K $16.8M
May 15, 2023 Q1 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
15.9K
+ 104.57%
$1.22M - $1.48M
31.1K $2.72M
May 17, 2023 Q1 2023
Castellan Group

Louisville, KY
BUY
 -
15K
New
$1.15M - $1.39M
15K $1.31M
Sep 07, 2023 Q1 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
14.9K
+ 19.58%
$1.15M - $1.39M
90.9K $7.95M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
14.8K
New
$1.14M - $1.37M
14.8K $1.29M
May 04, 2023 Q1 2023
Skylands Capital, LLC

BUY
 -
14.8K
+ 69.09%
$1.14M - $1.37M
36.1K $3.16M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
14.4K
+ 1.32%
$1.11M - $1.34M
1.11M $96.9M

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