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 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-829- 9.5% |
$63.5K - $72.3K
|
7.9K
$768K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-834- 4.57% |
$63.9K - $72.7K
|
17.4K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-844- 12.08% |
$64.6K - $73.6K
|
6.14K
$597K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-851- 24.89% |
$65.2K - $74.2K
|
2.57K
$250K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-872- 2.49% |
$66.8K - $76.1K
|
34.1K
$3.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-878- 17.86% |
$67.2K - $76.6K
|
4.04K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-887- 54.18% |
$67.9K - $77.4K
|
750
$73K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-889- 4.67% |
$68.1K - $77.5K
|
18.2K
$1.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-892- 4.17% |
$68.3K - $77.8K
|
20.5K
$1.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-896- 2.83% |
$68.6K - $78.2K
|
30.7K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-906- 4.86% |
$69.4K - $79K
|
17.7K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-910- 1.18% |
$69.7K - $79.4K
|
75.9K
$7.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-912- 8.61% |
$69.9K - $79.6K
|
9.68K
$942K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-917- 5.31% |
$70.2K - $80K
|
16.3K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-925- 14.24% |
$70.8K - $80.7K
|
5.57K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-929- 2.7% |
$71.2K - $81K
|
33.5K
$3.26M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-929- 10.79% |
$71.2K - $81K
|
7.68K
$747K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-934- 3.17% |
$71.5K - $81.5K
|
28.5K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-950- 3.3% |
$72.8K - $82.9K
|
27.8K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-950- 2.21% |
$72.8K - $82.9K
|
42K
$4.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-954- 10.57% |
$73.1K - $83.2K
|
8.07K
$785K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-981- 5.07% |
$75.1K - $85.6K
|
18.4K
$1.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-983- 3.06% |
$75.3K - $85.7K
|
31.2K
$3.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-989- 2.31% |
$75.7K - $86.3K
|
41.8K
$4.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.02K- 7.26% |
$77.7K - $88.5K
|
13K
$1.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.02K- 10.51% |
$78.2K - $89.1K
|
8.69K
$846K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.04K- 46.81% |
$79.9K - $91K
|
1.19K
$115K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.05K- 9.74% |
$80.6K - $91.9K
|
9.75K
$949K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.07K- 20.62% |
$81.6K - $92.9K
|
4.1K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.07K- 10.79% |
$82.3K - $93.7K
|
8.88K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.08K- 21.62% |
$82.9K - $94.4K
|
3.92K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.08K- 6.0% |
$83K - $94.6K
|
17K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.09K- 13.28% |
$83.1K - $94.6K
|
7.08K
$689K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.1K- 26.4% |
$83.9K - $95.5K
|
3.05K
$297K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.1K- 3.45% |
$84.3K - $96K
|
30.8K
$2.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 4.3% |
$85K - $96.8K
|
24.7K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.12K- 23.6% |
$85.6K - $97.5K
|
3.62K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.13K- 7.72% |
$86.2K - $98.2K
|
13.5K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 0.4% |
$86.5K - $98.6K
|
282K
$27.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.16K- 2.75% |
$88.5K - $101K
|
40.9K
$3.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.16K- 1.5% |
$88.9K - $101K
|
76.1K
$7.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.19K- 31.2% |
$91.3K - $104K
|
2.63K
$256K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 0.49% |
$92.3K - $105K
|
243K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.22K- 28.87% |
$93.3K - $106K
|
3K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.22K- 3.2% |
$93.4K - $106K
|
36.9K
$3.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.26K- 9.13% |
$96.3K - $110K
|
12.5K
$1.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.27K- 3.23% |
$96.9K - $110K
|
37.9K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.28K- 26.21% |
$97.7K - $111K
|
3.59K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.28K- 1.82% |
$98K - $112K
|
69.1K
$6.72M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.28K- 27.89% |
$98.3K - $112K
|
3.32K
$323K
|