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 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
17+ 0.61% |
$1.3K - $1.48K
|
2.79K
$271K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
15+ 0.06% |
$1.15K - $1.31K
|
24.3K
$2.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
15+ 0.25% |
$1.15K - $1.31K
|
5.94K
$578K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.32% |
$1.07K - $1.22K
|
4.42K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14+ 0.19% |
$1.07K - $1.22K
|
7.39K
$719K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
12+ 0.14% |
$919 - $1.05K
|
8.8K
$856K
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
12+ 0.1% |
$919 - $1.05K
|
12K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
12+ 0.34% |
$919 - $1.05K
|
3.5K
$341K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11+ 0.15% |
$842 - $960
|
7.34K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 0.05% |
$766 - $872
|
19.3K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
9+ 0.19% |
$689 - $785
|
4.63K
$450K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8+ 0.13% |
$613 - $698
|
6.25K
$608K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
8+ 0.12% |
$613 - $698
|
6.87K
$668K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8+ 0.08% |
$613 - $698
|
10.1K
$982K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.28% |
$613 - $698
|
2.91K
$283K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.12% |
$613 - $698
|
6.9K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.79% |
$613 - $698
|
1.03K
$99.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$536 - $611
|
10.2K
$990K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.8% |
$536 - $611
|
879
$85.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.03% |
$460 - $523
|
18.3K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.86% |
$460 - $523
|
700
$68.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$460 - $523
|
9.54K
$928K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6New |
$460 - $523
|
6
$584
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.9% |
$460 - $523
|
672
$65.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.82% |
$383 - $436
|
618
$60.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5+ 0.82% |
$383 - $436
|
614
$59.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.36% |
$383 - $436
|
1.39K
$136K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4+ 0.13% |
$306 - $349
|
2.98K
$290K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4+ 0.14% |
$306 - $349
|
2.95K
$287K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$230 - $262
|
2.56K
$249K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.5% |
$230 - $262
|
599
$58.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.85% |
$230 - $262
|
358
$34.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.54% |
$230 - $262
|
556
$54.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.18% |
$153 - $174
|
1.14K
$111K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2+ 0.12% |
$153 - $174
|
1.69K
$164K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$153 - $174
|
4.98K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$153 - $174
|
19.1K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2+ 0.06% |
$153 - $174
|
3.21K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.08% |
$153 - $174
|
2.49K
$242K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.53% |
$153 - $174
|
376
$36.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.81% |
$76.6 - $87.2
|
124
$12.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.56% |
$76.6 - $87.2
|
179
$17.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$76.6 - $87.2
|
641
$62.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 3.45% |
$76.6 - $87.2
|
30
$2.92K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.31% |
$76.6 - $87.2
|
326
$31.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$76.6 - $87.2
|
4.29K
$417K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 0.64% |
$76.6 - $87.2
|
158
$15.4K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$76.6 - $87.2
|
776
$75.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.97% |
$76.6 - $87.2
|
104
$10.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$76.6 - $87.2
|
3.23K
$315K
|