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 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.31% |
$76.6 - $87.2
|
326
$29.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$76.6 - $87.2
|
4.29K
$386K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
1+ 0.64% |
$76.6 - $87.2
|
158
$14.2K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$76.6 - $87.2
|
776
$69.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.97% |
$76.6 - $87.2
|
104
$9.37K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$76.6 - $87.2
|
3.23K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.04% |
$76.6 - $87.2
|
2.59K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.51% |
$76.6 - $87.2
|
199
$17.9K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.38% |
$76.6 - $87.2
|
264
$23.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.01% |
$76.6 - $87.2
|
11.7K
$1.06M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.92% |
$76.6 - $87.2
|
53
$4.77K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 0.92% |
$76.6 - $87.2
|
108
$9.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-4- 0.02% |
$306 - $349
|
22.1K
$1.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-5- 0.14% |
$383 - $436
|
3.65K
$329K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-5- 0.2% |
$383 - $436
|
2.54K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5- 3.5% |
$383 - $436
|
138
$12.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.23% |
$460 - $523
|
2.59K
$233K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.55% |
$536 - $611
|
1.26K
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-8- 11.94% |
$613 - $698
|
59
$5.31K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8- 5.52% |
$613 - $698
|
137
$12.3K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.36% |
$766 - $872
|
2.78K
$250K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-11- 0.31% |
$842 - $960
|
3.52K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-12- 0.01% |
$919 - $1.05K
|
92.9K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12- 0.12% |
$919 - $1.05K
|
9.75K
$878K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-13- 0.09% |
$996 - $1.13K
|
14.4K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-14- 0.43% |
$1.07K - $1.22K
|
3.23K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15- 0.3% |
$1.15K - $1.31K
|
5.01K
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17- 1.04% |
$1.3K - $1.48K
|
1.61K
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-18- 3.87% |
$1.38K - $1.57K
|
447
$40.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 0.12% |
$1.38K - $1.57K
|
14.7K
$1.33M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-18- 4.76% |
$1.38K - $1.57K
|
360
$32.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-20- 0.53% |
$1.53K - $1.74K
|
3.73K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-22- 1.95% |
$1.68K - $1.92K
|
1.11K
$99.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-23- 0.11% |
$1.76K - $2.01K
|
21.7K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-23- 0.53% |
$1.76K - $2.01K
|
4.3K
$387K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-23- 0.52% |
$1.76K - $2.01K
|
4.36K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23- 0.37% |
$1.76K - $2.01K
|
6.16K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-28- 0.25% |
$2.14K - $2.44K
|
11.1K
$996K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-29- 0.72% |
$2.22K - $2.53K
|
4.01K
$361K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-30- 0.05% |
$2.3K - $2.62K
|
56.3K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-30- 0.1% |
$2.3K - $2.62K
|
30.2K
$2.72M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-32- 0.74% |
$2.45K - $2.79K
|
4.28K
$385K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-33- 0.79% |
$2.53K - $2.88K
|
4.14K
$373K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-35- 0.04% |
$2.68K - $3.05K
|
85K
$7.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-36- 0.96% |
$2.76K - $3.14K
|
3.73K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-36- 1.02% |
$2.76K - $3.14K
|
3.48K
$313K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-41- 0.86% |
$3.14K - $3.58K
|
4.72K
$425K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.29% |
$3.14K - $3.58K
|
3.13K
$282K
|