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 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-195- 6.16% |
$14.9K - $17K
|
2.97K
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-196- 5.58% |
$15K - $17.1K
|
3.32K
$307K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-200- 0.94% |
$15.3K - $17.4K
|
21.2K
$1.96M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-200- 6.47% |
$15.3K - $17.4K
|
2.89K
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-202- 5.63% |
$15.5K - $17.6K
|
3.39K
$313K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-206- 0.77% |
$15.8K - $18K
|
26.7K
$2.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-210- 2.21% |
$16.1K - $18.3K
|
9.31K
$861K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-217- 1.19% |
$16.6K - $18.9K
|
18K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-220- 2.06% |
$16.8K - $19.2K
|
10.4K
$966K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-220- 2.06% |
$16.8K - $19.2K
|
10.4K
$966K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-225- 2.96% |
$17.2K - $19.6K
|
7.38K
$683K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-225- 1.25% |
$17.2K - $19.6K
|
17.8K
$1.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-226- 1.98% |
$17.3K - $19.7K
|
11.2K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-226- 3.07% |
$17.3K - $19.7K
|
7.12K
$659K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-227- 8.14% |
$17.4K - $19.8K
|
2.56K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-228- 10.84% |
$17.5K - $19.9K
|
1.88K
$174K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-232- 5.39% |
$17.8K - $20.2K
|
4.07K
$377K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-240- 6.67% |
$18.4K - $20.9K
|
3.36K
$311K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-242- 4.47% |
$18.5K - $21.1K
|
5.17K
$478K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-244- 6.09% |
$18.7K - $21.3K
|
3.76K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-246- 2.72% |
$18.8K - $21.5K
|
8.8K
$814K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-247- 8.05% |
$18.9K - $21.5K
|
2.82K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-249- 1.18% |
$19.1K - $21.7K
|
20.9K
$1.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-250- 1.55% |
$19.1K - $21.8K
|
15.8K
$1.47M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-253- 2.21% |
$19.4K - $22.1K
|
11.2K
$1.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-253- 4.46% |
$19.4K - $22.1K
|
5.43K
$502K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-257- 22.84% |
$19.7K - $22.4K
|
868
$80.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-257- 4.21% |
$19.7K - $22.4K
|
5.85K
$541K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-259- 0.88% |
$19.8K - $22.6K
|
29.3K
$2.71M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-260- 56.52% |
$19.9K - $22.7K
|
200
$18.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-260- 0.95% |
$19.9K - $22.7K
|
27.2K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-260- 1.56% |
$19.9K - $22.7K
|
16.4K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-262- 5.83% |
$20.1K - $22.9K
|
4.23K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-273- 3.52% |
$20.9K - $23.8K
|
7.48K
$692K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-274- 3.92% |
$21K - $23.9K
|
6.71K
$621K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-280- 2.24% |
$21.4K - $24.4K
|
12.2K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-286- 2.33% |
$21.9K - $24.9K
|
12K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-290- 1.45% |
$22.2K - $25.3K
|
19.7K
$1.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-295- 2.68% |
$22.6K - $25.7K
|
10.7K
$990K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-296- 6.59% |
$22.7K - $25.8K
|
4.2K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-296- 9.62% |
$22.7K - $25.8K
|
2.78K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-298- 2.75% |
$22.8K - $26K
|
10.5K
$974K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-300- 7.68% |
$23K - $26.2K
|
3.61K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-300- 5.83% |
$23K - $26.2K
|
4.85K
$448K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-303- 63.39% |
$23.2K - $26.4K
|
175
$16.2K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-305- 4.44% |
$23.4K - $26.6K
|
6.57K
$608K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-308- 0.34% |
$23.6K - $26.9K
|
89.3K
$8.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-308- 7.84% |
$23.6K - $26.9K
|
3.62K
$335K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-317- 6.56% |
$24.3K - $27.7K
|
4.51K
$417K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-317- 6.28% |
$24.3K - $27.7K
|
4.73K
$438K
|