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 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 17.08% |
$299K - $361K
|
26.6K
$2.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 4.4% |
$297K - $359K
|
91.4K
$8M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.85K+ 3.65% |
$296K - $359K
|
109K
$9.57M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.78K+ 5.37% |
$291K - $352K
|
74.2K
$6.49M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
3.66KNew |
$282K - $341K
|
3.66K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.66K+ 1.87% |
$282K - $341K
|
200K
$17.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.59KNew |
$276K - $334K
|
3.59K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.59KNew |
$276K - $334K
|
3.59K
$314K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.57K+ 5.34% |
$275K - $332K
|
70.4K
$6.15M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.55KNew |
$273K - $330K
|
3.55K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.46KNew |
$266K - $322K
|
3.46K
$303K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.44K+ 87.75% |
$265K - $321K
|
7.37K
$645K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.44K+ 17.05% |
$265K - $320K
|
23.6K
$2.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.42KNew |
$263K - $318K
|
3.42K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.31K+ 3.49% |
$255K - $308K
|
98K
$8.57M
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.3K+ 41.94% |
$254K - $308K
|
11.2K
$978K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3.29K+ 16.66% |
$254K - $307K
|
23.1K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.29K+ 12.49% |
$254K - $307K
|
29.7K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.29KNew |
$253K - $306K
|
3.29K
$288K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.25K+ 21.68% |
$250K - $303K
|
18.2K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.25KNew |
$250K - $303K
|
3.25K
$284K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.25K+ 3.68% |
$250K - $303K
|
91.4K
$8M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.21KNew |
$247K - $299K
|
3.21K
$281K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.15K+ 23.08% |
$242K - $293K
|
16.8K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.14K+ 6.14% |
$242K - $293K
|
54.3K
$4.75M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.09K+ 6.8% |
$238K - $288K
|
48.5K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.08KNew |
$237K - $287K
|
3.08K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.08KNew |
$237K - $287K
|
3.08K
$269K
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
- |
3.04K+ 5.8% |
$234K - $283K
|
55.5K
$4.85M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.01K+ 3.83% |
$232K - $280K
|
81.6K
$7.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
3K+ 8.43% |
$231K - $280K
|
38.6K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3KNew |
$231K - $279K
|
3K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3K+ 39.14% |
$231K - $279K
|
10.7K
$933K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3K+ 39.14% |
$231K - $279K
|
10.7K
$933K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.99K+ 23.12% |
$230K - $278K
|
15.9K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.97KNew |
$228K - $276K
|
2.97K
$260K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
2.95K+ 73.99% |
$227K - $274K
|
6.93K
$606K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.94KNew |
$226K - $274K
|
2.94K
$257K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.94KNew |
$226K - $273K
|
2.94K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.93KNew |
$225K - $273K
|
2.93K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.9K+ 19.01% |
$223K - $270K
|
18.2K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.89K+ 4.48% |
$223K - $269K
|
67.5K
$5.91M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.85K+ 18.96% |
$219K - $265K
|
17.8K
$1.56M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.82K+ 7.76% |
$217K - $263K
|
39.1K
$3.42M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.82KNew |
$217K - $262K
|
2.82K
$246K
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$214K - $259K
|
2.79K
$244K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.76K+ 6.9% |
$213K - $257K
|
42.8K
$3.74M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.76K+ 67.86% |
$212K - $257K
|
6.82K
$597K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.71K+ 2.93% |
$209K - $253K
|
95.2K
$8.33M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.71KNew |
$208K - $252K
|
2.71K
$237K
|