Purchases and Sales Made in Q2 2023 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

BUY
 -
194
+ 0.94%
$14.9K - $16.9K
20.9K $1.88M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
193
+ 1.64%
$14.8K - $16.8K
11.9K $1.08M
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
190
+ 1.73%
$14.6K - $16.6K
11.2K $1.01M
Aug 01, 2023 Q2 2023
Cutter & CO Brokerage, Inc.

BUY
 -
189
+ 5.6%
$14.5K - $16.5K
3.56K $321K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
178
+ 6.34%
$13.6K - $15.5K
2.98K $269K
Jul 25, 2023 Q2 2023
Roman Butler Fullerton & CO

BUY
 -
173
+ 4.55%
$13.3K - $15.1K
3.97K $358K
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
173
+ 20.07%
$13.3K - $15.1K
1.04K $93.2K
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
172
+ 1.84%
$13.2K - $15K
9.53K $858K
Aug 08, 2023 Q2 2023
South State Corp

BUY
 -
170
+ 0.77%
$13K - $14.8K
22.1K $1.99M
Aug 09, 2023 Q2 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
170
New
$13K - $14.8K
170 $15.3K
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
161
+ 0.41%
$12.3K - $14K
39.7K $3.58M
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
161
+ 0.24%
$12.3K - $14K
66.3K $5.98M
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
160
+ 4.86%
$12.3K - $14K
3.45K $311K
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
150
+ 5.73%
$11.5K - $13.1K
2.77K $249K
Jul 06, 2023 Q2 2023
Boltwood Capital Management

BUY
 -
149
+ 0.63%
$11.4K - $13K
23.7K $2.14M
Aug 07, 2023 Q2 2023
Hoyle Cohen, LLC

BUY
 -
149
+ 1.63%
$11.4K - $13K
9.31K $839K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
145
+ 0.17%
$11.1K - $12.6K
87K $7.83M
Jul 21, 2023 Q2 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
143
+ 2.13%
$11K - $12.5K
6.85K $617K
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
139
+ 0.67%
$10.6K - $12.1K
20.9K $1.89M
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
137
+ 10.22%
$10.5K - $12K
1.48K $133K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
137
+ 5.05%
$10.5K - $12K
2.85K $257K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
131
+ 4.19%
$10K - $11.4K
3.25K $293K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
130
+ 3.02%
$9.96K - $11.3K
4.44K $399K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
130
+ 3.01%
$9.96K - $11.3K
4.45K $401K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
129
+ 5.13%
$9.88K - $11.3K
2.65K $238K
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
126
+ 1.59%
$9.65K - $11K
8.07K $727K
Aug 11, 2023 Q2 2023
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
121
+ 1.52%
$9.27K - $10.6K
8.1K $730K
Jul 20, 2023 Q2 2023
Horizon Financial Services, LLC

BUY
 -
117
+ 3.45%
$8.96K - $10.2K
3.51K $316K
Aug 10, 2023 Q2 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
116
+ 0.65%
$8.88K - $10.1K
17.9K $1.61M
Aug 11, 2023 Q2 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
115
+ 0.49%
$8.81K - $10K
23.7K $2.14M
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
111
+ 5.12%
$8.5K - $9.68K
2.28K $205K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

BUY
 -
110
+ 0.48%
$8.42K - $9.6K
22.9K $2.06M
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
108
New
$8.27K - $9.42K
108 $9.73K
Oct 23, 2023 Q2 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
108
New
$8.27K - $9.42K
108 $9.73K
Jul 18, 2023 Q2 2023
Avitas Wealth Management LLC

BUY
 -
101
+ 1.04%
$7.74K - $8.81K
9.82K $885K
Aug 02, 2023 Q2 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
100
+ 2.67%
$7.66K - $8.72K
3.85K $347K
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
100
+ 0.58%
$7.66K - $8.72K
17.4K $1.57M
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
100
+ 1.77%
$7.66K - $8.72K
5.76K $519K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
100
+ 40.0%
$7.66K - $8.72K
350 $31.5K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
99
+ 15.16%
$7.58K - $8.64K
752 $67.7K
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
99
+ 0.71%
$7.58K - $8.64K
14.1K $1.27M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
97
+ 3.48%
$7.43K - $8.46K
2.88K $260K
Jul 25, 2023 Q2 2023
Eagle Capital Management, LLC

BUY
 -
92
+ 0.59%
$7.05K - $8.03K
15.6K $1.41M
Jul 26, 2023 Q2 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
91
+ 71.09%
$6.97K - $7.94K
219 $19.7K
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
90
+ 2.01%
$6.89K - $7.85K
4.56K $411K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
90
+ 2.06%
$6.89K - $7.85K
4.47K $402K
Jul 11, 2023 Q2 2023
Selective Wealth Management, Inc.

BUY
 -
88
+ 2.86%
$6.74K - $7.68K
3.16K $285K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
86
+ 140.98%
$6.59K - $7.5K
147 $13.2K
Aug 14, 2023 Q2 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
85
New
$6.51K - $7.41K
85 $7.66K

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