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 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-105- 2.06% |
$8.04K - $9.16K
|
4.99K
$486K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-109- 1.7% |
$8.35K - $9.51K
|
6.3K
$613K
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-110- 0.14% |
$8.42K - $9.6K
|
76.5K
$7.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-111- 0.31% |
$8.5K - $9.68K
|
35.4K
$3.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-118- 0.85% |
$9.04K - $10.3K
|
13.8K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-118- 3.61% |
$9.04K - $10.3K
|
3.15K
$307K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-119- 7.28% |
$9.11K - $10.4K
|
1.52K
$147K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-120- 4.0% |
$9.19K - $10.5K
|
2.88K
$280K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-121- 35.8% |
$9.27K - $10.6K
|
217
$21.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-124- 2.69% |
$9.5K - $10.8K
|
4.49K
$437K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-125- 0.49% |
$9.57K - $10.9K
|
25.2K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-125- 0.08% |
$9.57K - $10.9K
|
152K
$14.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-127- 1.01% |
$9.73K - $11.1K
|
12.4K
$1.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-133- 1.48% |
$10.2K - $11.6K
|
8.83K
$859K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 13.5% |
$10.3K - $11.8K
|
865
$84.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-140- 1.81% |
$10.7K - $12.2K
|
7.6K
$739K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-141- 3.08% |
$10.8K - $12.3K
|
4.44K
$432K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-145- 1.03% |
$11.1K - $12.6K
|
13.9K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-147- 4.69% |
$11.3K - $12.8K
|
2.99K
$290K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-148- 3.37% |
$11.3K - $12.9K
|
4.25K
$413K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-149- 2.92% |
$11.4K - $13K
|
4.95K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-149- 2.48% |
$11.4K - $13K
|
5.86K
$570K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-150- 0.43% |
$11.5K - $13.1K
|
35K
$3.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-154- 2.12% |
$11.8K - $13.4K
|
7.1K
$691K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-155- 3.44% |
$11.9K - $13.5K
|
4.35K
$423K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-158- 0.16% |
$12.1K - $13.8K
|
99K
$9.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-159- 4.0% |
$12.2K - $13.9K
|
3.81K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-160- 1.75% |
$12.3K - $14K
|
8.96K
$871K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-161- 1.13% |
$12.3K - $14K
|
14.1K
$1.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-162- 0.22% |
$12.4K - $14.1K
|
72.1K
$7.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-163- 3.78% |
$12.5K - $14.2K
|
4.15K
$403K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-166- 11.92% |
$12.7K - $14.5K
|
1.23K
$119K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-170- 2.95% |
$13K - $14.8K
|
5.59K
$544K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-174- 3.63% |
$13.3K - $15.2K
|
4.63K
$450K
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-175- 3.34% |
$13.4K - $15.3K
|
5.06K
$492K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-175- 0.15% |
$13.4K - $15.3K
|
120K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-177- 3.82% |
$13.6K - $15.4K
|
4.45K
$433K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-180- 1.53% |
$13.8K - $15.7K
|
11.6K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-181- 4.22% |
$13.9K - $15.8K
|
4.11K
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-189- 4.69% |
$14.5K - $16.5K
|
3.84K
$373K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-190- 61.29% |
$14.6K - $16.6K
|
120
$11.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-192- 1.3% |
$14.7K - $16.7K
|
14.5K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-195- 6.16% |
$14.9K - $17K
|
2.97K
$289K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-196- 5.58% |
$15K - $17.1K
|
3.32K
$322K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-200- 0.94% |
$15.3K - $17.4K
|
21.2K
$2.06M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-200- 6.47% |
$15.3K - $17.4K
|
2.89K
$281K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-202- 5.63% |
$15.5K - $17.6K
|
3.39K
$329K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-206- 0.77% |
$15.8K - $18K
|
26.7K
$2.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-210- 2.21% |
$16.1K - $18.3K
|
9.31K
$905K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-217- 1.19% |
$16.6K - $18.9K
|
18K
$1.75M
|