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 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
2.68K+ 78.85% |
$206K - $250K
|
6.08K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.68K+ 7.88% |
$206K - $250K
|
36.7K
$3.21M
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.66K+ 7.16% |
$205K - $247K
|
39.8K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.66K+ 68.27% |
$205K - $247K
|
6.55K
$573K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.64K+ 19.84% |
$203K - $246K
|
15.9K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.62K+ 24.17% |
$202K - $244K
|
13.5K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.62KNew |
$202K - $244K
|
2.62K
$229K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.61K+ 72.05% |
$201K - $243K
|
6.24K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.57KNew |
$198K - $239K
|
2.57K
$225K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
2.56K+ 2.34% |
$197K - $238K
|
112K
$9.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.55K+ 13.13% |
$197K - $238K
|
22K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.55K+ 9.38% |
$196K - $238K
|
29.7K
$2.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.52K+ 3.17% |
$194K - $234K
|
82K
$7.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$193K - $233K
|
2.51K
$219K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.49K+ 4.26% |
$192K - $232K
|
60.9K
$5.33M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.49KNew |
$192K - $232K
|
2.49K
$218K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.47K+ 23.08% |
$190K - $230K
|
13.2K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.46KNew |
$189K - $229K
|
2.46K
$215K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.43K+ 21.36% |
$187K - $227K
|
13.8K
$1.21M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
2.41K+ 4.9% |
$185K - $224K
|
51.6K
$4.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.41K+ 3.74% |
$185K - $224K
|
66.7K
$5.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.4K+ 2.9% |
$185K - $223K
|
85.2K
$7.45M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
2.37K+ 20.2% |
$182K - $220K
|
14.1K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.31K+ 10.38% |
$178K - $215K
|
24.6K
$2.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.3K+ 59.22% |
$177K - $214K
|
6.18K
$540K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.21K+ 13.03% |
$170K - $206K
|
19.2K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.2KNew |
$169K - $205K
|
2.2K
$192K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 3.9% |
$167K - $203K
|
58K
$5.07M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.14K+ 31.01% |
$165K - $200K
|
9.06K
$792K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 9.0% |
$165K - $199K
|
25.9K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.13K+ 5.15% |
$164K - $199K
|
43.5K
$3.81M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.13K+ 10.29% |
$164K - $198K
|
22.8K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
2.13K+ 2833.33% |
$164K - $198K
|
2.2K
$192K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.12K+ 60.53% |
$163K - $197K
|
5.63K
$492K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.1K+ 54.19% |
$162K - $196K
|
5.98K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
2.1KNew |
$161K - $195K
|
2.1K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
2.08K+ 5.67% |
$160K - $194K
|
38.8K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
2.07K+ 7.57% |
$159K - $193K
|
29.4K
$2.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.03K+ 41.03% |
$156K - $189K
|
6.99K
$611K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
2.02K+ 17.42% |
$155K - $188K
|
13.6K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$154K - $186K
|
2K
$175K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.97K+ 572.09% |
$151K - $183K
|
2.31K
$202K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.97K+ 27.86% |
$151K - $183K
|
9.03K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.96K+ 14.3% |
$151K - $183K
|
15.7K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.93K+ 18.31% |
$149K - $180K
|
12.5K
$1.09M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.92K+ 18.81% |
$148K - $179K
|
12.1K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
1.92K+ 2.61% |
$148K - $179K
|
75.6K
$6.61M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.9K+ 19.74% |
$146K - $177K
|
11.5K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.9K+ 112.43% |
$146K - $177K
|
3.59K
$314K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.9K+ 2.48% |
$146K - $177K
|
78.5K
$6.87M
|