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 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.23K+ 9.06% |
$93.6K - $116K
|
14.8K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 7.2% |
$93.2K - $115K
|
18.2K
$1.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 1.41% |
$92.9K - $115K
|
87.6K
$8.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.21K+ 4.51% |
$92.4K - $114K
|
28.1K
$2.73M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.21KNew |
$92K - $114K
|
1.21K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.2K+ 244.9% |
$91.3K - $113K
|
1.69K
$164K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.19K+ 4.55% |
$90.8K - $112K
|
27.4K
$2.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.16K+ 14.6% |
$88.5K - $109K
|
9.13K
$888K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.16K+ 14.65% |
$88.2K - $109K
|
9.07K
$882K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.16K+ 5.12% |
$88.1K - $109K
|
23.8K
$2.31M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.15K+ 7.87% |
$87.7K - $108K
|
15.8K
$1.54M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.15K+ 0.51% |
$87.5K - $108K
|
225K
$21.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15K+ 2.59% |
$87.3K - $108K
|
45.5K
$4.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.15K+ 6.51% |
$87.1K - $108K
|
18.7K
$1.82M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 5.35% |
$86.6K - $107K
|
22.4K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.12K+ 14.35% |
$85K - $105K
|
8.9K
$866K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.11KNew |
$84.5K - $105K
|
1.11K
$108K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.1K+ 1.49% |
$83.8K - $104K
|
74.8K
$7.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.09K+ 21.76% |
$82.8K - $102K
|
6.09K
$592K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 12.94% |
$82.3K - $102K
|
9.44K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.08K+ 7.74% |
$82.3K - $102K
|
15K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.07K+ 5.61% |
$81.7K - $101K
|
20.2K
$1.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.07K+ 77.75% |
$81.6K - $101K
|
2.45K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.06K+ 2.57% |
$80.7K - $99.7K
|
42.2K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.05K+ 10.84% |
$79.7K - $98.6K
|
10.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.01K+ 0.65% |
$77.1K - $95.3K
|
157K
$15.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.01K+ 9.43% |
$76.9K - $95K
|
11.7K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.01K+ 3.84% |
$76.8K - $94.9K
|
27.3K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1KNew |
$76.1K - $94.1K
|
1K
$97.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
999+ 11.38% |
$76K - $94K
|
9.78K
$951K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
996+ 1.81% |
$75.8K - $93.7K
|
56.1K
$5.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
975+ 28.85% |
$74.2K - $91.7K
|
4.36K
$424K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
953+ 4.58% |
$72.5K - $89.7K
|
21.8K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
947New |
$72.1K - $89.1K
|
947
$92.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
945+ 9.06% |
$71.9K - $88.9K
|
11.4K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
927+ 6.9% |
$70.5K - $87.2K
|
14.4K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
917+ 31.12% |
$69.8K - $86.3K
|
3.86K
$376K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
910+ 20.6% |
$69.2K - $85.6K
|
5.33K
$518K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
900+ 25.17% |
$68.5K - $84.7K
|
4.48K
$435K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
892+ 1.57% |
$67.9K - $83.9K
|
57.6K
$5.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
890+ 18.83% |
$67.7K - $83.7K
|
5.62K
$546K
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
881+ 1.27% |
$67K - $82.9K
|
70.2K
$6.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
872+ 4.23% |
$66.4K - $82K
|
21.5K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
872+ 10.46% |
$66.4K - $82K
|
9.21K
$896K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
856+ 6.71% |
$65.1K - $80.5K
|
13.6K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
853+ 12.58% |
$64.9K - $80.3K
|
7.64K
$743K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
826New |
$62.9K - $77.7K
|
826
$80.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
823+ 13.2% |
$62.6K - $77.4K
|
7.06K
$687K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
820+ 17.75% |
$62.4K - $77.1K
|
5.44K
$529K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
817New |
$62.2K - $76.9K
|
817
$79.5K
|