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
|
Jennison Associates LLC
|
SELL
|
- |
-5.17K- 19.4% |
$396K - $451K
|
21.5K
$2.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-5.19K- 47.77% |
$397K - $452K
|
5.67K
$546K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-5.2K- 20.32% |
$398K - $453K
|
20.4K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.27K- 29.22% |
$403K - $460K
|
12.8K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.28K- 37.17% |
$404K - $460K
|
8.92K
$860K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.39K- 88.44% |
$413K - $471K
|
705
$67.9K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.54KClosed |
$424K - $483K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.66K- 12.72% |
$433K - $493K
|
38.8K
$3.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-5.73K- 4.63% |
$439K - $500K
|
118K
$11.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-5.75K- 47.49% |
$440K - $502K
|
6.36K
$613K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.77K- 35.94% |
$442K - $503K
|
10.3K
$990K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-5.8K- 37.17% |
$445K - $506K
|
9.81K
$945K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.98K- 11.01% |
$458K - $521K
|
48.3K
$4.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6K- 11.75% |
$460K - $523K
|
45.1K
$4.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-6.11K- 56.45% |
$468K - $533K
|
4.71K
$454K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.18K- 38.81% |
$473K - $539K
|
9.75K
$939K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.2K- 2.37% |
$475K - $541K
|
256K
$24.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.24K- 21.34% |
$478K - $544K
|
23K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-6.31K- 5.09% |
$484K - $551K
|
118K
$11.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.37K- 28.1% |
$488K - $555K
|
16.3K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.39K- 7.27% |
$490K - $558K
|
81.5K
$7.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.55K- 23.72% |
$501K - $571K
|
21K
$2.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.57K- 56.24% |
$503K - $573K
|
5.11K
$492K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.61K- 71.32% |
$506K - $577K
|
2.66K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.81K- 2.95% |
$522K - $594K
|
224K
$21.6M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.84K- 25.14% |
$524K - $597K
|
20.4K
$1.96M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.89K- 22.4% |
$528K - $601K
|
23.9K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.12K- 3.43% |
$545K - $621K
|
200K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.13K- 4.66% |
$546K - $622K
|
146K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-7.14K- 13.71% |
$547K - $623K
|
44.9K
$4.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-7.19K- 54.68% |
$551K - $628K
|
5.96K
$574K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.39K- 3.95% |
$566K - $645K
|
180K
$17.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.59K- 8.4% |
$582K - $662K
|
82.8K
$7.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.72K- 7.82% |
$591K - $673K
|
90.9K
$8.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.78K- 24.97% |
$596K - $679K
|
23.4K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.98K- 8.14% |
$611K - $696K
|
90K
$8.68M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8.11K- 10.15% |
$621K - $707K
|
71.8K
$6.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.12K- 64.28% |
$622K - $708K
|
4.51K
$435K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8.18K- 49.57% |
$626K - $713K
|
8.32K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 54.67% |
$628K - $715K
|
6.8K
$655K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.24K- 15.06% |
$631K - $719K
|
46.5K
$4.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.25K- 49.62% |
$632K - $720K
|
8.38K
$807K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.32K- 22.85% |
$638K - $726K
|
28.1K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.7K- 7.14% |
$666K - $759K
|
113K
$10.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-8.86K- 9.97% |
$678K - $772K
|
80K
$7.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-8.95K- 25.32% |
$685K - $781K
|
26.4K
$2.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.07K- 14.45% |
$695K - $791K
|
53.7K
$5.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-9.09K- 62.29% |
$696K - $793K
|
5.5K
$530K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-9.14K- 48.41% |
$700K - $797K
|
9.74K
$938K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-9.36K- 46.76% |
$717K - $816K
|
10.7K
$1.03M
|