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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.84K+ 29.88% |
$140K - $173K
|
8K
$761K
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.84K+ 1.52% |
$140K - $173K
|
123K
$11.7M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.82K+ 7.43% |
$139K - $172K
|
26.4K
$2.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.79K+ 17.57% |
$136K - $168K
|
12K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.78K+ 0.75% |
$136K - $168K
|
241K
$22.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
1.78K+ 14.59% |
$135K - $167K
|
14K
$1.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.77K+ 5.84% |
$135K - $167K
|
32.1K
$3.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1.76K+ 16.57% |
$134K - $166K
|
12.4K
$1.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 132.98% |
$133K - $165K
|
3.07K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.75K+ 12.92% |
$133K - $164K
|
15.3K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.69K+ 211.25% |
$129K - $159K
|
2.49K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69K+ 1.95% |
$129K - $159K
|
88.5K
$8.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.68K+ 9.91% |
$128K - $158K
|
18.6K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.68K+ 3.0% |
$128K - $158K
|
57.5K
$5.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.67K+ 13.34% |
$127K - $157K
|
14.2K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.66K+ 3.14% |
$126K - $156K
|
54.6K
$5.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.65K+ 127.62% |
$125K - $155K
|
2.93K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.62K+ 5.03% |
$123K - $152K
|
33.7K
$3.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.59K+ 9.75% |
$121K - $150K
|
18K
$1.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
1.55K+ 17.72% |
$118K - $146K
|
10.3K
$979K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.55K+ 28.96% |
$118K - $146K
|
6.89K
$655K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 314.47% |
$114K - $141K
|
1.98K
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
1.5K+ 5.38% |
$114K - $141K
|
29.3K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.49K+ 10.72% |
$113K - $140K
|
15.3K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.47K+ 4.42% |
$112K - $139K
|
34.8K
$3.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.47K+ 28.44% |
$112K - $138K
|
6.64K
$632K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.46K+ 6.94% |
$111K - $138K
|
22.5K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 18.56% |
$107K - $132K
|
8.95K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 4.62% |
$104K - $129K
|
31K
$2.95M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.37K+ 1.61% |
$104K - $128K
|
86.4K
$8.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.36K+ 45.82% |
$104K - $128K
|
4.33K
$412K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.36K+ 3.05% |
$103K - $128K
|
45.9K
$4.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.36K+ 16.83% |
$103K - $128K
|
9.42K
$896K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.34K+ 11.12% |
$102K - $126K
|
13.4K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
1.33K+ 1.47% |
$101K - $125K
|
91.8K
$8.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.33KNew |
$101K - $125K
|
1.33K
$126K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.32KNew |
$101K - $124K
|
1.32K
$126K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
1.32K+ 6.77% |
$101K - $124K
|
20.8K
$1.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
1.32K+ 10.51% |
$100K - $124K
|
13.9K
$1.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.31K+ 39.16% |
$99.6K - $123K
|
4.65K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.31KNew |
$99.3K - $123K
|
1.31K
$124K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
1.3K+ 541.67% |
$98.9K - $122K
|
1.54K
$146K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.3K+ 1.88% |
$98.8K - $122K
|
70.4K
$6.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.29K+ 13.7% |
$98.1K - $121K
|
10.7K
$1.02M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.28K+ 0.95% |
$97.6K - $121K
|
137K
$13M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.26KNew |
$96.2K - $119K
|
1.26K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 17.48% |
$95.2K - $118K
|
8.41K
$800K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.25K+ 20.7% |
$95.1K - $118K
|
7.29K
$693K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
1.25K+ 3.53% |
$94.8K - $117K
|
36.5K
$3.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.23K+ 10.54% |
$93.7K - $116K
|
12.9K
$1.23M
|