Purchases and Sales Made in Q2 2023 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
516+ 40.12% |
$39.5K - $45K
|
1.8K
$175K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
506+ 9.83% |
$38.8K - $44.1K
|
5.66K
$550K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
500+ 12.02% |
$38.3K - $43.6K
|
4.66K
$453K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
493+ 1.0% |
$37.8K - $43K
|
49.6K
$4.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
489New |
$37.5K - $42.7K
|
489
$47.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
489+ 154.26% |
$37.5K - $42.7K
|
806
$78.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
479+ 2.34% |
$36.7K - $41.8K
|
20.9K
$2.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
475+ 6.9% |
$36.4K - $41.4K
|
7.36K
$716K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
467+ 11.5% |
$35.8K - $40.7K
|
4.53K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
467+ 3.16% |
$35.8K - $40.7K
|
15.2K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
463+ 71.45% |
$35.5K - $40.4K
|
1.11K
$108K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
456+ 5.18% |
$34.9K - $39.8K
|
9.26K
$900K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
452+ 14.43% |
$34.6K - $39.4K
|
3.58K
$349K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
450+ 10.25% |
$34.5K - $39.3K
|
4.84K
$471K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
449+ 5.25% |
$34.4K - $39.2K
|
9.01K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
440+ 7.27% |
$33.7K - $38.4K
|
6.49K
$632K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
438+ 3.67% |
$33.5K - $38.2K
|
12.4K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
431+ 2.43% |
$33K - $37.6K
|
18.2K
$1.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
430+ 3.95% |
$32.9K - $37.5K
|
11.3K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
426+ 2.82% |
$32.6K - $37.2K
|
15.5K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
425+ 3.13% |
$32.6K - $37.1K
|
14K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
425+ 2.84% |
$32.6K - $37.1K
|
15.4K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
416+ 2.64% |
$31.9K - $36.3K
|
16.2K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
411+ 4.29% |
$31.5K - $35.9K
|
9.98K
$971K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
411+ 2.26% |
$31.5K - $35.9K
|
18.6K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
410+ 2.53% |
$31.4K - $35.8K
|
16.6K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
406+ 1.56% |
$31.1K - $35.4K
|
26.4K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
404+ 0.89% |
$30.9K - $35.2K
|
45.9K
$4.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
398+ 42.12% |
$30.5K - $34.7K
|
1.34K
$131K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
398New |
$30.5K - $34.7K
|
398
$38.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
388+ 3.01% |
$29.7K - $33.8K
|
13.3K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
387+ 0.22% |
$29.6K - $33.8K
|
173K
$16.9M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
386+ 1.37% |
$29.6K - $33.7K
|
28.5K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
383+ 0.67% |
$29.3K - $33.4K
|
57.6K
$5.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
382+ 1.29% |
$29.3K - $33.3K
|
30K
$2.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
382+ 208.74% |
$29.3K - $33.3K
|
565
$55K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
366+ 0.6% |
$28K - $31.9K
|
61.8K
$6.01M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$383K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
355New |
$27.2K - $31K
|
355
$34.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
350+ 3.57% |
$26.8K - $30.5K
|
10.1K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
339+ 6.54% |
$26K - $29.6K
|
5.52K
$537K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
330+ 19.41% |
$25.3K - $28.8K
|
2.03K
$197K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
325+ 7.55% |
$24.9K - $28.3K
|
4.63K
$450K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
323+ 0.95% |
$24.7K - $28.2K
|
34.2K
$3.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
322+ 5.37% |
$24.7K - $28.1K
|
6.31K
$614K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
321+ 0.35% |
$24.6K - $28K
|
91.9K
$8.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
313+ 4.64% |
$24K - $27.3K
|
7.05K
$686K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
311+ 5.79% |
$23.8K - $27.1K
|
5.68K
$552K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
308+ 1.08% |
$23.6K - $26.9K
|
28.8K
$2.8M
|