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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
74New |
$5.67K - $6.46K
|
74
$7.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.99% |
$5.67K - $6.46K
|
7.53K
$732K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
74New |
$5.67K - $6.46K
|
74
$7.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
72+ 3.44% |
$5.51K - $6.28K
|
2.16K
$210K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
70+ 1.46% |
$5.36K - $6.11K
|
4.86K
$473K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
65+ 8.69% |
$4.98K - $5.67K
|
813
$79.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
62+ 30.39% |
$4.75K - $5.41K
|
266
$25.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62+ 11.59% |
$4.75K - $5.41K
|
597
$58.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
61+ 0.16% |
$4.67K - $5.32K
|
38.9K
$3.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
58+ 0.48% |
$4.44K - $5.06K
|
12.2K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
56+ 1.99% |
$4.29K - $4.88K
|
2.87K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
56+ 19.58% |
$4.29K - $4.88K
|
342
$33.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54+ 5.4% |
$4.14K - $4.71K
|
1.05K
$103K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
51+ 1.54% |
$3.91K - $4.45K
|
3.35K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 1.93% |
$3.91K - $4.45K
|
2.69K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 1.42% |
$3.83K - $4.36K
|
3.58K
$348K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
50+ 12.82% |
$3.83K - $4.36K
|
440
$42.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
49+ 0.39% |
$3.75K - $4.27K
|
12.7K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
49+ 2.35% |
$3.75K - $4.27K
|
2.13K
$207K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
46+ 1.33% |
$3.52K - $4.01K
|
3.51K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
46+ 0.14% |
$3.52K - $4.01K
|
31.8K
$3.09M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
45+ 0.16% |
$3.45K - $3.93K
|
29K
$2.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45+ 0.83% |
$3.45K - $3.93K
|
5.44K
$529K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
41+ 0.92% |
$3.14K - $3.58K
|
4.5K
$438K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
41+ 0.06% |
$3.14K - $3.58K
|
66.8K
$6.5M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
40+ 9.64% |
$3.06K - $3.49K
|
455
$44.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
40+ 0.84% |
$3.06K - $3.49K
|
4.82K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
40+ 0.9% |
$3.06K - $3.49K
|
4.46K
$434K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
38+ 0.17% |
$2.91K - $3.31K
|
22.8K
$2.22M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 3.52% |
$2.83K - $3.23K
|
1.09K
$106K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
35+ 0.9% |
$2.68K - $3.05K
|
3.93K
$382K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
33+ 0.32% |
$2.53K - $2.88K
|
10.3K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
33+ 0.15% |
$2.53K - $2.88K
|
22.1K
$2.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
32+ 0.91% |
$2.45K - $2.79K
|
3.56K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
32+ 0.9% |
$2.45K - $2.79K
|
3.6K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 0.76% |
$2.37K - $2.7K
|
4.14K
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31+ 18.34% |
$2.37K - $2.7K
|
200
$19.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29+ 0.83% |
$2.22K - $2.53K
|
3.51K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27+ 1.13% |
$2.07K - $2.36K
|
2.41K
$234K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25+ 0.66% |
$1.91K - $2.18K
|
3.79K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
25+ 0.48% |
$1.91K - $2.18K
|
5.25K
$510K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
24+ 0.86% |
$1.84K - $2.09K
|
2.83K
$275K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
23+ 0.71% |
$1.76K - $2.01K
|
3.25K
$317K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
23+ 0.07% |
$1.76K - $2.01K
|
32.4K
$3.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
22+ 0.87% |
$1.68K - $1.92K
|
2.54K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
21+ 1.58% |
$1.61K - $1.83K
|
1.35K
$131K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
20+ 0.78% |
$1.53K - $1.74K
|
2.57K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.15% |
$1.46K - $1.66K
|
12.5K
$1.21M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19+ 8.23% |
$1.46K - $1.66K
|
250
$24.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
18+ 0.13% |
$1.38K - $1.57K
|
13.6K
$1.32M
|