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
Apr 20, 2023 Q1 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
14.4K
New
$1.11M - $1.34M
14.4K $1.26M
Dec 14, 2023 Q1 2023
One River Asset Management, LLC

Stamford, CT
BUY
 -
14.3K
New
$1.1M - $1.33M
14.3K $1.25M
May 01, 2023 Q1 2023
Banque Pictet & Cie Sa

BUY
 -
13.8K
+ 50.1%
$1.07M - $1.29M
41.5K $3.63M
May 09, 2023 Q1 2023
Hollow Brook Wealth Management LLC

BUY
 -
13.8K
+ 74.12%
$1.06M - $1.29M
32.5K $2.84M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
13.7K
+ 271.02%
$1.06M - $1.28M
18.8K $1.64M
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
13.7K
+ 10.49%
$1.05M - $1.28M
144K $12.6M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
13.3K
+ 9.64%
$1.03M - $1.24M
152K $13.3M
May 11, 2023 Q1 2023
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
13K
+ 13.49%
$1M - $1.21M
110K $9.59M
May 10, 2023 Q1 2023
Banco Santander, S.A.

BUY
 -
13K
+ 29.59%
$1M - $1.21M
57K $4.99M
May 09, 2023 Q1 2023
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
13K
+ 12.02%
$999K - $1.21M
121K $10.6M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
12.9K
+ 34.62%
$995K - $1.2M
50.3K $4.4M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
12.7K
+ 18.57%
$977K - $1.18M
81K $7.09M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
12.4K
+ 68.28%
$957K - $1.16M
30.7K $2.68M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
12.2K
+ 91.33%
$941K - $1.14M
25.6K $2.24M
May 12, 2023 Q1 2023
Garnet Equity Capital Holdings, Inc.

BUY
 -
12K
New
$924K - $1.12M
12K $1.05M
Apr 21, 2023 Q1 2023
Resonant Capital Advisors, LLC

BUY
 -
11.9K
+ 8.03%
$916K - $1.11M
160K $14M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
11.8K
New
$906K - $1.1M
11.8K $1.03M
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
11.7K
+ 14.57%
$903K - $1.09M
92.2K $8.07M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
11.7K
+ 95.68%
$901K - $1.09M
24K $2.09M
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
11.1K
+ 52.62%
$857K - $1.04M
32.3K $2.82M
May 12, 2023 Q1 2023
Wellington Management Group LLP

Boston, MA
BUY
 -
11.1K
+ 8.02%
$852K - $1.03M
149K $13M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
11K
New
$850K - $1.03M
11K $966K
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
11K
New
$846K - $1.02M
11K $961K
May 04, 2023 Q1 2023
Ttp Investments, Inc.

BUY
 -
11K
+ 24.91%
$843K - $1.02M
54.9K $4.8M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
10.9K
New
$842K - $1.02M
10.9K $956K
May 15, 2023 Q1 2023
Turim 21 Investimentos Ltda.

Rio De Janeiro, D5
BUY
 -
10.8K
+ 2687.5%
$827K - $1M
11.2K $975K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
10.6K
New
$814K - $985K
10.6K $925K
May 04, 2023 Q1 2023
Capital Wealth Planning, LLC

BUY
 -
10.5K
+ 68.56%
$811K - $981K
25.9K $2.27M
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
10.2K
New
$787K - $953K
10.2K $895K
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
10.2K
New
$787K - $953K
10.2K $895K
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
10.2K
+ 19.81%
$784K - $948K
61.6K $5.39M
Apr 28, 2023 Q1 2023
Herbst Group, LLC

Westport, CT
BUY
 -
10.2K
+ 23.25%
$782K - $946K
53.9K $4.71M
May 08, 2023 Q1 2023
Triumph Capital Management

BUY
 -
10.1K
+ 109.76%
$780K - $944K
19.4K $1.69M
May 15, 2023 Q1 2023
Peconic Partners LLC

New York, NY
BUY
 -
10K
New
$770K - $931K
10K $875K
Apr 04, 2023 Q1 2023
Confluence Investment Management LLC

BUY
 -
9.85K
+ 26.79%
$758K - $917K
46.6K $4.08M
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
9.43K
+ 33.43%
$726K - $878K
37.6K $3.29M
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
9.39K
+ 5.72%
$723K - $874K
173K $15.2M
May 15, 2023 Q1 2023
Beck Capital Management, LLC

Austin, TX
BUY
 -
9.38K
+ 37.35%
$722K - $873K
34.5K $3.02M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
9.27K
New
$713K - $863K
9.27K $811K
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
9.26K
New
$713K - $862K
9.26K $810K
May 04, 2023 Q1 2023
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
8.92K
+ 19.48%
$687K - $831K
54.7K $4.79M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
8.38K
+ 82.86%
$645K - $780K
18.5K $1.62M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
8.31K
+ 23.97%
$640K - $774K
43K $3.76M
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
8.19K
New
$630K - $763K
8.19K $716K
Apr 24, 2023 Q1 2023
Tru Independence LLC

BUY
 -
8.09K
+ 99.31%
$623K - $753K
16.2K $1.42M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
8.08K
New
$622K - $752K
8.08K $706K
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
8.06K
+ 82.91%
$621K - $751K
17.8K $1.56M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
8.05K
+ 23.15%
$619K - $749K
42.8K $3.75M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
8.04K
+ 36.18%
$619K - $749K
30.3K $2.65M

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