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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.76KNew |
$210K - $260K
|
2.76K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.75KNew |
$209K - $259K
|
2.75K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.75KNew |
$209K - $259K
|
2.75K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.75K+ 3.37% |
$209K - $258K
|
84.2K
$8.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2.72K+ 718.73% |
$207K - $256K
|
3.1K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.71KNew |
$206K - $255K
|
2.71K
$264K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2.71K+ 0.99% |
$206K - $255K
|
277K
$26.9M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.67KNew |
$203K - $251K
|
2.67K
$259K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.65K+ 3.63% |
$202K - $249K
|
75.7K
$7.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.65KNew |
$202K - $249K
|
2.65K
$258K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.65KNew |
$202K - $249K
|
2.65K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$202K - $249K
|
2.65K
$258K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.65KNew |
$202K - $249K
|
2.65K
$258K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.61KNew |
$199K - $246K
|
2.61K
$254K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.61KNew |
$199K - $246K
|
2.61K
$254K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.6KNew |
$198K - $245K
|
2.6K
$253K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.57K+ 83.7% |
$196K - $242K
|
5.65K
$549K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$194K - $240K
|
2.55K
$248K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.54K+ 4.09% |
$193K - $239K
|
64.7K
$6.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$193K - $239K
|
2.54K
$247K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.53KNew |
$193K - $238K
|
2.53K
$246K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.52KNew |
$192K - $237K
|
2.52K
$245K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.52KNew |
$192K - $237K
|
2.52K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.51K+ 33.66% |
$191K - $236K
|
9.97K
$969K
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.51KNew |
$191K - $236K
|
2.51K
$244K
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.49KNew |
$190K - $235K
|
2.49K
$242K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.49KNew |
$190K - $234K
|
2.49K
$242K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.49KNew |
$189K - $234K
|
2.49K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.49KNew |
$189K - $234K
|
2.49K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.48KNew |
$189K - $234K
|
2.48K
$241K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.48K+ 7.22% |
$188K - $233K
|
36.8K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.47K+ 5.04% |
$188K - $232K
|
51.4K
$5M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
2.45KNew |
$186K - $230K
|
2.45K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.44KNew |
$186K - $230K
|
2.44K
$238K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 33.09% |
$186K - $230K
|
9.81K
$955K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
2.44KNew |
$186K - $229K
|
2.44K
$237K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.43K+ 12.38% |
$185K - $229K
|
22K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.42K+ 65.47% |
$184K - $228K
|
6.12K
$595K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.42K+ 213.52% |
$184K - $227K
|
3.55K
$345K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
2.42K+ 8.99% |
$184K - $227K
|
29.3K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.41KNew |
$183K - $226K
|
2.41K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.4KNew |
$183K - $226K
|
2.4K
$233K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.4K+ 5.6% |
$182K - $226K
|
45.3K
$4.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.4KNew |
$182K - $226K
|
2.4K
$233K
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.39KNew |
$182K - $225K
|
2.39K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.38K+ 21.01% |
$181K - $224K
|
13.7K
$1.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.38KNew |
$181K - $224K
|
2.38K
$232K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.38KNew |
$181K - $224K
|
2.38K
$231K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.38K+ 12.58% |
$181K - $224K
|
21.3K
$2.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.36KNew |
$180K - $222K
|
2.36K
$230K
|