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 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-50- 0.73% |
$3.83K - $4.36K
|
6.76K
$643K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-50- 1.22% |
$3.83K - $4.36K
|
4.05K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-50- 6.44% |
$3.83K - $4.36K
|
726
$69.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-56- 0.5% |
$4.29K - $4.88K
|
11.1K
$1.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-58- 0.12% |
$4.44K - $5.06K
|
47.1K
$4.48M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 0.26% |
$4.6K - $5.23K
|
22.9K
$2.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 26.32% |
$4.6K - $5.23K
|
168
$16K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-60- 0.43% |
$4.6K - $5.23K
|
14K
$1.33M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-60- 4.36% |
$4.6K - $5.23K
|
1.32K
$125K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-62- 0.21% |
$4.75K - $5.41K
|
29.4K
$2.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-62- 0.51% |
$4.75K - $5.41K
|
12K
$1.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-64- 21.92% |
$4.9K - $5.58K
|
228
$21.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-64- 8.98% |
$4.9K - $5.58K
|
649
$61.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-65- 2.19% |
$4.98K - $5.67K
|
2.9K
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-65- 0.99% |
$4.98K - $5.67K
|
6.5K
$618K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-66- 2.25% |
$5.05K - $5.76K
|
2.86K
$272K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 2.23% |
$5.13K - $5.84K
|
2.94K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-68- 0.69% |
$5.21K - $5.93K
|
9.73K
$926K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-69- 1.15% |
$5.28K - $6.02K
|
5.93K
$564K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-69- 0.28% |
$5.28K - $6.02K
|
24.6K
$2.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-76- 0.63% |
$5.82K - $6.63K
|
12K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-76- 26.21% |
$5.82K - $6.63K
|
214
$20.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-76- 0.22% |
$5.82K - $6.63K
|
34.9K
$3.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-79- 2.63% |
$6.05K - $6.89K
|
2.92K
$278K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-80- 11.32% |
$6.13K - $6.98K
|
627
$59.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-81- 0.67% |
$6.2K - $7.07K
|
12K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-84- 2.29% |
$6.43K - $7.33K
|
3.58K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-85- 1.53% |
$6.51K - $7.41K
|
5.46K
$519K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-86- 2.9% |
$6.59K - $7.5K
|
2.88K
$274K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-87- 2.65% |
$6.66K - $7.59K
|
3.2K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-88- 1.22% |
$6.74K - $7.68K
|
7.15K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-91- 4.62% |
$6.97K - $7.94K
|
1.88K
$179K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-95- 1.38% |
$7.28K - $8.29K
|
6.78K
$645K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-95- 0.57% |
$7.28K - $8.29K
|
16.6K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-95- 0.48% |
$7.28K - $8.29K
|
19.5K
$1.86M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-95- 4.15% |
$7.28K - $8.29K
|
2.19K
$209K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-97- 3.41% |
$7.43K - $8.46K
|
2.75K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-98- 1.41% |
$7.51K - $8.55K
|
6.84K
$650K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-99- 0.58% |
$7.58K - $8.64K
|
16.8K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-100- 0.45% |
$7.66K - $8.72K
|
22.1K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-100- 3.86% |
$7.66K - $8.72K
|
2.49K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-100- 3.13% |
$7.66K - $8.72K
|
3.1K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 1.08% |
$7.66K - $8.72K
|
9.14K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 1.14% |
$7.66K - $8.72K
|
8.7K
$828K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-100- 1.35% |
$7.66K - $8.72K
|
7.31K
$695K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 0.98% |
$7.66K - $8.72K
|
10.1K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-101- 1.49% |
$7.74K - $8.81K
|
6.7K
$637K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-102- 3.48% |
$7.81K - $8.9K
|
2.83K
$269K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-102- 0.85% |
$7.81K - $8.9K
|
11.9K
$1.13M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-104- 0.95% |
$7.97K - $9.07K
|
10.8K
$1.03M
|