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 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-38.9K- 41.46% |
$2.98M - $3.39M
|
54.9K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-39.1K- 17.14% |
$2.99M - $3.41M
|
189K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-39.6K- 37.7% |
$3.03M - $3.45M
|
65.4K
$6.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-40.1K- 62.91% |
$3.07M - $3.5M
|
23.6K
$2.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.9K- 5.48% |
$3.13M - $3.57M
|
705K
$68.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-42.2K- 43.84% |
$3.23M - $3.68M
|
54K
$5.25M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-44.5KClosed |
$3.41M - $3.88M
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-46.3K- 44.38% |
$3.55M - $4.04M
|
58K
$5.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47K- 27.98% |
$3.6M - $4.1M
|
121K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48.8K- 17.2% |
$3.74M - $4.26M
|
235K
$22.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-51.4K- 43.33% |
$3.94M - $4.48M
|
67.2K
$6.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-51.8K- 59.16% |
$3.97M - $4.52M
|
35.8K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-53.6K- 37.83% |
$4.11M - $4.68M
|
88.1K
$8.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-55.2K- 85.95% |
$4.23M - $4.81M
|
9.02K
$877K
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-55.2K- 65.96% |
$4.23M - $4.82M
|
28.5K
$2.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-56K- 10.97% |
$4.29M - $4.88M
|
454K
$44.2M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-56.3K- 95.37% |
$4.31M - $4.91M
|
2.73K
$266K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-56.7K- 83.16% |
$4.34M - $4.95M
|
11.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-57.5K- 65.91% |
$4.4M - $5.01M
|
29.7K
$2.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-58.4K- 73.1% |
$4.47M - $5.1M
|
21.5K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-59.1K- 32.27% |
$4.52M - $5.15M
|
124K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-59.6K- 18.08% |
$4.56M - $5.2M
|
270K
$26.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-63.3K- 49.77% |
$4.85M - $5.52M
|
63.9K
$6.21M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-63.6K- 8.77% |
$4.87M - $5.54M
|
661K
$64.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-67.5K- 17.37% |
$5.17M - $5.89M
|
321K
$31.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-68.6K- 71.79% |
$5.25M - $5.98M
|
27K
$2.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-72.3K- 88.2% |
$5.54M - $6.31M
|
9.68K
$941K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-73.7K- 33.21% |
$5.64M - $6.43M
|
148K
$14.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-75.6K- 20.01% |
$5.79M - $6.6M
|
302K
$29.4M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-83.4K- 96.25% |
$6.38M - $7.27M
|
3.25K
$316K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-86.1K- 43.82% |
$6.59M - $7.51M
|
110K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-86.5K- 75.61% |
$6.63M - $7.55M
|
27.9K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87.2K- 20.12% |
$6.67M - $7.6M
|
346K
$33.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-87.4K- 11.91% |
$6.69M - $7.62M
|
646K
$62.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91K- 6.54% |
$6.97M - $7.94M
|
1.3M
$127M
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-92K- 21.66% |
$7.05M - $8.03M
|
333K
$32.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-92.5K- 44.05% |
$7.08M - $8.07M
|
118K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-93.1K- 99.26% |
$7.13M - $8.12M
|
696
$67.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-96.4K- 76.74% |
$7.38M - $8.41M
|
29.2K
$2.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-96.6K- 72.02% |
$7.4M - $8.43M
|
37.6K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-99.7K- 81.23% |
$7.63M - $8.69M
|
23K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-100K- 16.82% |
$7.67M - $8.73M
|
495K
$48.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-108K- 96.26% |
$8.24M - $9.38M
|
4.17K
$406K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-111K- 44.5% |
$8.48M - $9.66M
|
138K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-113K- 45.19% |
$8.68M - $9.89M
|
138K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-115K- 12.34% |
$8.83M - $10.1M
|
819K
$79.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-116K- 95.98% |
$8.89M - $10.1M
|
4.86K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-128K- 99.84% |
$9.8M - $11.2M
|
202
$19.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-130K- 88.39% |
$9.99M - $11.4M
|
17.1K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-139K- 5.76% |
$10.7M - $12.1M
|
2.28M
$222M
|