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
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.36KNew |
$179K - $222K
|
2.36K
$224K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.35K+ 15.21% |
$179K - $221K
|
17.8K
$1.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.35K+ 7.65% |
$179K - $221K
|
33.1K
$3.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.35KNew |
$179K - $221K
|
2.35K
$223K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.35K+ 58.36% |
$179K - $221K
|
6.37K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$178K - $221K
|
2.35K
$223K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.34KNew |
$178K - $220K
|
2.34K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.34KNew |
$178K - $220K
|
2.34K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
2.33K+ 55.48% |
$177K - $219K
|
6.53K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.33K+ 16.41% |
$177K - $219K
|
16.5K
$1.57M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
2.32KNew |
$177K - $218K
|
2.32K
$221K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.31K+ 2.25% |
$176K - $218K
|
105K
$9.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$176K - $217K
|
2.31K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.3K+ 3.18% |
$175K - $216K
|
74.7K
$7.11M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
2.3KNew |
$175K - $216K
|
2.3K
$218K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.28K+ 11.46% |
$174K - $215K
|
22.2K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.28K+ 23.48% |
$173K - $214K
|
12K
$1.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.27K+ 16.25% |
$173K - $213K
|
16.2K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
2.27K+ 9.75% |
$173K - $213K
|
25.5K
$2.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.25K+ 49.08% |
$171K - $212K
|
6.84K
$650K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.22K+ 23.45% |
$169K - $209K
|
11.7K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
2.21K+ 2.06% |
$168K - $208K
|
109K
$10.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.2K+ 33.39% |
$168K - $207K
|
8.8K
$837K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
2.2K+ 4.51% |
$167K - $207K
|
51K
$4.85M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.08K+ 67.03% |
$158K - $195K
|
5.17K
$492K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.06K+ 15.31% |
$157K - $194K
|
15.5K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.05K+ 4.89% |
$156K - $192K
|
43.9K
$4.17M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.04K+ 13.68% |
$155K - $192K
|
17K
$1.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.02K+ 11.25% |
$154K - $190K
|
20K
$1.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.02K+ 11.05% |
$153K - $190K
|
20.3K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.01KNew |
$153K - $189K
|
2.01K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.01K+ 6.01% |
$153K - $189K
|
35.4K
$3.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2K+ 32.29% |
$152K - $188K
|
8.2K
$780K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.98K+ 0.85% |
$151K - $186K
|
236K
$22.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.97KNew |
$150K - $186K
|
1.97K
$188K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.96K+ 2.78% |
$149K - $185K
|
72.6K
$6.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.96K+ 5.48% |
$149K - $185K
|
37.7K
$3.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1.96K+ 69.38% |
$149K - $184K
|
4.79K
$455K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.96K+ 63.0% |
$149K - $184K
|
5.07K
$482K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
1.95K+ 2.72% |
$148K - $183K
|
73.7K
$7.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.95KNew |
$148K - $183K
|
1.95K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.95KNew |
$148K - $183K
|
1.95K
$185K
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.93K+ 18.63% |
$147K - $182K
|
12.3K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 4.93% |
$145K - $179K
|
40.5K
$3.86M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.89K+ 25.04% |
$144K - $178K
|
9.45K
$899K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.89K+ 4.34% |
$144K - $178K
|
45.4K
$4.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.88K+ 3.03% |
$143K - $176K
|
63.7K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.86KNew |
$141K - $175K
|
1.86K
$177K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.85K+ 36.74% |
$141K - $174K
|
6.89K
$655K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.85K+ 28.05% |
$140K - $174K
|
8.42K
$801K
|