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 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-2.06K- 1.91% |
$158K - $180K
|
106K
$10.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.06K- 2.28% |
$158K - $180K
|
88.3K
$8.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.1K- 80.96% |
$161K - $183K
|
494
$47.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.12K- 30.81% |
$162K - $185K
|
4.76K
$459K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.13K- 7.68% |
$163K - $185K
|
25.5K
$2.46M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.15K- 14.58% |
$165K - $188K
|
12.6K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.16K- 12.87% |
$165K - $188K
|
14.6K
$1.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.18K- 5.67% |
$167K - $190K
|
36.2K
$3.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.22K- 1.79% |
$170K - $194K
|
122K
$11.8M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.23K- 10.08% |
$171K - $194K
|
19.9K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.27K- 21.74% |
$174K - $198K
|
8.19K
$789K
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.29K- 12.92% |
$175K - $199K
|
15.4K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.29K- 9.46% |
$175K - $200K
|
21.9K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.3K- 4.21% |
$176K - $201K
|
52.4K
$5.05M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-2.31K- 5.85% |
$177K - $201K
|
37.2K
$3.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.34K- 23.81% |
$179K - $204K
|
7.49K
$722K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.36K- 12.29% |
$181K - $206K
|
16.8K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.36K- 38.32% |
$181K - $206K
|
3.8K
$366K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.39K- 19.71% |
$183K - $209K
|
9.74K
$938K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.41K- 13.43% |
$185K - $210K
|
15.5K
$1.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-2.44KClosed |
$186K - $212K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.47K- 26.16% |
$189K - $215K
|
6.96K
$671K
|
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 7.07% |
$190K - $216K
|
32.6K
$3.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-2.5K- 16.39% |
$191K - $218K
|
12.8K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.51K- 63.2% |
$193K - $219K
|
1.46K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.52K- 0.85% |
$193K - $219K
|
295K
$28.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.52K- 2.25% |
$193K - $220K
|
109K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 3.62% |
$194K - $221K
|
67.6K
$6.51M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.58K- 22.34% |
$197K - $225K
|
8.95K
$862K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.64K- 19.89% |
$202K - $231K
|
10.6K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.65K- 17.77% |
$203K - $231K
|
12.2K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.68K- 10.89% |
$205K - $234K
|
21.9K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.71K- 66.55% |
$207K - $236K
|
1.36K
$131K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.72K- 30.32% |
$208K - $237K
|
6.25K
$603K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.73K- 6.48% |
$209K - $238K
|
39.4K
$3.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.74K- 22.43% |
$210K - $239K
|
9.46K
$911K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.76K- 38.68% |
$212K - $241K
|
4.38K
$422K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.79K- 26.7% |
$213K - $243K
|
7.65K
$737K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.81K- 51.27% |
$215K - $245K
|
2.67K
$257K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.81K- 5.8% |
$216K - $245K
|
45.7K
$4.4M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.83K- 13.16% |
$217K - $247K
|
18.7K
$1.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.87K- 1.18% |
$220K - $251K
|
241K
$23.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 46.75% |
$220K - $251K
|
3.28K
$316K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 46.75% |
$220K - $251K
|
3.28K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.93K- 5.33% |
$224K - $255K
|
52K
$5.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.94K- 6.73% |
$225K - $256K
|
40.7K
$3.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.94K- 34.16% |
$225K - $257K
|
5.67K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-3K- 1.2% |
$230K - $262K
|
246K
$23.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.01K- 2.85% |
$231K - $263K
|
103K
$9.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.05K- 23.27% |
$233K - $266K
|
10K
$968K
|