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 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
10.7K+ 221.6% |
$818K - $932K
|
15.5K
$1.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
10.4K+ 6.13% |
$800K - $911K
|
181K
$17.4M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10.2K+ 30035.29% |
$782K - $891K
|
10.2K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
10KNew |
$766K - $872K
|
10K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
10KNew |
$766K - $872K
|
10K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.88K+ 57.78% |
$757K - $862K
|
27K
$2.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
BUY
|
- |
9.84K+ 26.02% |
$754K - $858K
|
47.7K
$4.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.79K+ 19.63% |
$750K - $854K
|
59.6K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.66K+ 25.76% |
$740K - $842K
|
47.1K
$4.54M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9.42K+ 10.36% |
$721K - $822K
|
100K
$9.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.27K+ 329.34% |
$710K - $809K
|
12.1K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
8.79K+ 13.31% |
$673K - $767K
|
74.8K
$7.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.77K+ 70.11% |
$672K - $765K
|
21.3K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.47KNew |
$649K - $739K
|
8.47K
$816K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.42K+ 14.29% |
$645K - $734K
|
67.3K
$6.48M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.34KNew |
$639K - $728K
|
8.34K
$804K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
8.2K+ 7.33% |
$628K - $716K
|
120K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.2K+ 65.17% |
$628K - $715K
|
20.8K
$2M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.16KNew |
$625K - $712K
|
8.16K
$786K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.13K+ 79.42% |
$622K - $709K
|
18.4K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
8.09K+ 39.78% |
$619K - $706K
|
28.4K
$2.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
8.03K+ 3.05% |
$615K - $700K
|
271K
$26.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
8K+ 66.67% |
$613K - $698K
|
20K
$1.93M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.94K+ 77.41% |
$608K - $693K
|
18.2K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.92K+ 179.39% |
$607K - $691K
|
12.3K
$1.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.71K+ 72.44% |
$591K - $673K
|
18.4K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
7.67K+ 3.99% |
$587K - $669K
|
200K
$19.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.63K+ 8.27% |
$584K - $665K
|
99.9K
$9.62M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.61K+ 5.36% |
$582K - $663K
|
149K
$14.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
7.58K+ 39.12% |
$580K - $661K
|
26.9K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
7.56K+ 67.63% |
$579K - $659K
|
18.7K
$1.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.54K+ 34.27% |
$577K - $657K
|
29.5K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.35K+ 2.13% |
$563K - $641K
|
353K
$34M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
6.97KNew |
$534K - $608K
|
6.97K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.71K+ 11.42% |
$514K - $585K
|
65.4K
$6.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.63KNew |
$507K - $578K
|
6.63K
$638K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.56K+ 4.09% |
$502K - $572K
|
167K
$16.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
6.55K+ 10.22% |
$502K - $572K
|
70.7K
$6.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.44KNew |
$493K - $561K
|
6.44K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.38K+ 8.45% |
$489K - $557K
|
81.9K
$7.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.37KNew |
$488K - $556K
|
6.37K
$614K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.15K+ 26.94% |
$471K - $536K
|
29K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
6.04K+ 6.82% |
$463K - $527K
|
94.6K
$9.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.04KNew |
$462K - $527K
|
6.04K
$582K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.95K+ 44.17% |
$455K - $519K
|
19.4K
$1.87M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.92KNew |
$453K - $516K
|
5.92K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.77K+ 54.53% |
$442K - $503K
|
16.3K
$1.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.62K+ 16.73% |
$430K - $490K
|
39.2K
$3.78M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
5.45K+ 10.06% |
$417K - $475K
|
59.6K
$5.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.41K+ 32.49% |
$415K - $472K
|
22.1K
$2.13M
|