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
|
Spreng Capital Management, Inc.
|
BUY
|
- |
801+ 18.39% |
$60.9K - $75.4K
|
5.16K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
800+ 21.88% |
$60.9K - $75.3K
|
4.46K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
800+ 3.75% |
$60.9K - $75.3K
|
22.1K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
800+ 16.68% |
$60.9K - $75.3K
|
5.6K
$532K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
778New |
$59.2K - $73.2K
|
778
$74K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
777+ 1.1% |
$59.1K - $73.1K
|
71.4K
$6.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
757+ 13.8% |
$57.6K - $71.2K
|
6.24K
$594K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
749+ 22.23% |
$57K - $70.5K
|
4.12K
$392K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
742+ 5.14% |
$56.5K - $69.8K
|
15.2K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
735+ 5.68% |
$55.9K - $69.1K
|
13.7K
$1.3M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
735+ 55.98% |
$55.9K - $69.1K
|
2.05K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
734+ 0.57% |
$55.9K - $69.1K
|
129K
$12.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
725+ 1.9% |
$55.2K - $68.2K
|
38.8K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
725New |
$55.2K - $68.2K
|
725
$69K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
721+ 19.89% |
$54.9K - $67.8K
|
4.35K
$413K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
720+ 15.61% |
$54.8K - $67.7K
|
5.33K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
719+ 15.96% |
$54.7K - $67.6K
|
5.23K
$497K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
715New |
$54.4K - $67.3K
|
715
$68K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
704+ 23.09% |
$53.6K - $66.2K
|
3.75K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
701+ 2.07% |
$53.3K - $66K
|
34.5K
$3.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
690+ 6.24% |
$52.5K - $64.9K
|
11.8K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
677+ 7.0% |
$51.5K - $63.7K
|
10.3K
$984K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
671+ 0.73% |
$51.1K - $63.1K
|
92.5K
$8.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
669+ 5.67% |
$50.9K - $62.9K
|
12.5K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
669+ 1.54% |
$50.9K - $62.9K
|
44K
$4.19M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
660+ 7.36% |
$50.2K - $62.1K
|
9.63K
$916K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
647+ 14.58% |
$49.2K - $60.9K
|
5.09K
$484K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
646New |
$49.2K - $60.8K
|
646
$61.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
641+ 5.32% |
$48.8K - $60.3K
|
12.7K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
640+ 2.09% |
$48.7K - $60.2K
|
31.2K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
634+ 1.43% |
$48.2K - $59.6K
|
45K
$4.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
624+ 256.79% |
$47.5K - $58.7K
|
867
$82.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
622New |
$47.3K - $58.5K
|
622
$59.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
620+ 1.96% |
$47.2K - $58.3K
|
32.3K
$3.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
615+ 16.84% |
$46.8K - $57.9K
|
4.27K
$406K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
614+ 2.65% |
$46.7K - $57.8K
|
23.8K
$2.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
612+ 17.73% |
$46.6K - $57.6K
|
4.06K
$387K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
612+ 11.91% |
$46.6K - $57.6K
|
5.75K
$547K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
610+ 33.42% |
$46.4K - $57.4K
|
2.44K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
602+ 5.75% |
$45.8K - $56.6K
|
11.1K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
598+ 7.92% |
$45.5K - $56.3K
|
8.15K
$775K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
595+ 2.46% |
$45.3K - $56K
|
24.7K
$2.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
595+ 2.24% |
$45.3K - $56K
|
27.1K
$2.58M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
593+ 3.87% |
$45.1K - $55.8K
|
15.9K
$1.52M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
579+ 6.55% |
$44.1K - $54.5K
|
9.41K
$895K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
575+ 7.15% |
$43.8K - $54.1K
|
8.62K
$819K
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
571+ 0.96% |
$43.4K - $53.7K
|
60K
$5.71M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
568+ 13.25% |
$43.2K - $53.4K
|
4.86K
$462K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
563+ 1.91% |
$42.8K - $53K
|
30K
$2.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
562+ 36.97% |
$42.8K - $52.9K
|
2.08K
$198K
|