Purchases and Sales Made in Q4 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.39KNew |
$258K - $319K
|
3.39K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.37KNew |
$257K - $317K
|
3.37K
$328K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.36K+ 36.15% |
$256K - $316K
|
12.6K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
3.35K+ 48.86% |
$255K - $315K
|
10.2K
$993K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.33K+ 20.65% |
$253K - $313K
|
19.4K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.32KNew |
$253K - $312K
|
3.32K
$323K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.31K+ 6.01% |
$252K - $312K
|
58.5K
$5.69M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
3.3K+ 48.98% |
$251K - $311K
|
10K
$977K
|
|
|
Jan 30, 2023
Q4 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.28KNew |
$250K - $309K
|
3.28K
$319K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.28K+ 76.24% |
$249K - $308K
|
7.57K
$737K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.21KNew |
$244K - $302K
|
3.21K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.2KNew |
$243K - $301K
|
3.2K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.18K+ 3.2% |
$242K - $299K
|
103K
$9.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.18K+ 3.2% |
$242K - $299K
|
103K
$9.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.17KNew |
$241K - $298K
|
3.17K
$308K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.13K+ 6.52% |
$238K - $295K
|
51.2K
$4.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.13KNew |
$238K - $294K
|
3.13K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
3.13KNew |
$238K - $294K
|
3.13K
$304K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.11KNew |
$236K - $292K
|
3.11K
$302K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
3.1KNew |
$236K - $292K
|
3.1K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.1K+ 4.93% |
$236K - $292K
|
66K
$6.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.08K+ 5.55% |
$234K - $290K
|
58.5K
$5.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
3.08K+ 1230.0% |
$234K - $289K
|
3.33K
$323K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
3.07KNew |
$234K - $289K
|
3.07K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.07KNew |
$233K - $289K
|
3.07K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.06K+ 22.46% |
$233K - $288K
|
16.7K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.06K+ 26.55% |
$233K - $288K
|
14.6K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.05KNew |
$232K - $287K
|
3.05K
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.05K+ 37.2% |
$232K - $287K
|
11.2K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.03K+ 3.59% |
$230K - $285K
|
87.3K
$8.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3KNew |
$228K - $282K
|
3K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.98K+ 3.89% |
$227K - $280K
|
79.5K
$7.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$226K - $280K
|
2.98K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.97K+ 8.01% |
$226K - $280K
|
40.1K
$3.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.95K+ 38.06% |
$225K - $278K
|
10.7K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.93KNew |
$223K - $275K
|
2.93K
$285K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
2.92K+ 5.19% |
$222K - $274K
|
59.1K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 1.04% |
$222K - $274K
|
282K
$27.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
2.91K+ 14.56% |
$221K - $273K
|
22.9K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.89K+ 6.55% |
$220K - $272K
|
47K
$4.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
2.89KNew |
$220K - $272K
|
2.89K
$281K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.86K+ 6.53% |
$218K - $269K
|
46.6K
$4.54M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.86K+ 94.26% |
$218K - $269K
|
5.89K
$573K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.85KNew |
$217K - $268K
|
2.85K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.85KNew |
$217K - $268K
|
2.85K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.85KNew |
$217K - $268K
|
2.85K
$277K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.8K+ 56.06% |
$213K - $264K
|
7.8K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.8K+ 26.1% |
$213K - $263K
|
13.5K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.77KNew |
$210K - $260K
|
2.77K
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.76KNew |
$210K - $260K
|
2.76K
$269K
|