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
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.08K- 9.08% |
$236K - $268K
|
30.8K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.08K- 0.19% |
$236K - $268K
|
1.58M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.1K- 5.61% |
$237K - $270K
|
52.2K
$5.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-3.14K- 12.55% |
$241K - $274K
|
21.9K
$2.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.17K- 23.05% |
$242K - $276K
|
10.6K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.17K- 18.95% |
$242K - $276K
|
13.5K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.24K- 16.52% |
$248K - $282K
|
16.3K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.31K- 12.06% |
$254K - $289K
|
24.2K
$2.33M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-3.34K- 5.83% |
$256K - $292K
|
54K
$5.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.48K- 36.22% |
$267K - $304K
|
6.13K
$590K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-3.52K- 34.27% |
$269K - $307K
|
6.74K
$650K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.57K- 6.97% |
$273K - $311K
|
47.6K
$4.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3.6K- 18.03% |
$276K - $314K
|
16.4K
$1.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.64K- 18.89% |
$279K - $318K
|
15.6K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.67K- 8.85% |
$281K - $320K
|
37.8K
$3.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.77K- 8.66% |
$289K - $329K
|
39.8K
$3.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.8K- 2.48% |
$291K - $332K
|
149K
$14.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.86K- 15.69% |
$296K - $337K
|
20.8K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.88K- 12.02% |
$297K - $338K
|
28.4K
$2.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-3.89K- 40.12% |
$298K - $339K
|
5.81K
$560K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.95K- 46.29% |
$302K - $344K
|
4.58K
$441K
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.01K- 23.04% |
$307K - $350K
|
13.4K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.04K- 31.24% |
$310K - $353K
|
8.9K
$857K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.08K- 30.57% |
$313K - $356K
|
9.27K
$893K
|
|
|
Aug 14, 2023
Q2 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-4.09K- 12.0% |
$313K - $357K
|
30K
$2.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.1K- 7.28% |
$314K - $358K
|
52.2K
$5.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-4.11K- 38.81% |
$315K - $359K
|
6.48K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Arctis Global LLC
San Juan, PR |
SELL
|
- |
-4.12K- 1.65% |
$316K - $359K
|
245K
$23.6M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.13K- 11.31% |
$316K - $360K
|
32.4K
$3.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.17K- 9.2% |
$319K - $364K
|
41.1K
$3.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.19K- 16.66% |
$321K - $366K
|
21K
$2.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.2K- 30.86% |
$321K - $366K
|
9.4K
$906K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.2K- 1.16% |
$322K - $366K
|
357K
$34.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-4.25K- 40.83% |
$326K - $371K
|
6.16K
$594K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.38K- 3.59% |
$335K - $382K
|
118K
$11.3M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.42K- 69.06% |
$338K - $385K
|
1.98K
$191K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.49K- 12.81% |
$344K - $392K
|
30.6K
$2.95M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.51K- 19.85% |
$346K - $394K
|
18.2K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.56K- 5.79% |
$349K - $398K
|
74.2K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.58K- 18.86% |
$351K - $400K
|
19.7K
$1.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-4.67K- 35.96% |
$358K - $407K
|
8.32K
$801K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.72K- 39.03% |
$362K - $412K
|
7.38K
$711K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-4.86K- 18.21% |
$372K - $424K
|
21.8K
$2.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.94K- 5.19% |
$378K - $431K
|
90.3K
$8.7M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-4.95K- 10.07% |
$379K - $432K
|
44.2K
$4.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.98K- 41.82% |
$381K - $434K
|
6.92K
$667K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.98K- 3.3% |
$381K - $434K
|
146K
$14.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5K- 6.87% |
$383K - $436K
|
67.7K
$6.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.03K- 36.86% |
$386K - $439K
|
8.62K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.16K- 21.53% |
$395K - $450K
|
18.8K
$1.81M
|