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 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
561+ 5.51% |
$42.7K - $52.8K
|
10.8K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
557+ 14.87% |
$42.4K - $52.4K
|
4.3K
$419K
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
554+ 12.78% |
$42.2K - $52.1K
|
4.89K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
552+ 11.97% |
$42K - $51.9K
|
5.16K
$502K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
550+ 12.53% |
$41.8K - $51.7K
|
4.94K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
543+ 2.54% |
$41.3K - $51.1K
|
21.9K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
531+ 18.64% |
$40.4K - $50K
|
3.38K
$329K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
527+ 6.19% |
$40.1K - $49.6K
|
9.05K
$880K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
525+ 8.5% |
$39.9K - $49.4K
|
6.7K
$652K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
522+ 2.16% |
$39.7K - $49.1K
|
24.7K
$2.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
521+ 2.04% |
$39.6K - $49K
|
26.1K
$2.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
519+ 15.51% |
$39.5K - $48.8K
|
3.87K
$376K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
517New |
$39.3K - $48.6K
|
517
$50.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$38K - $47K
|
500
$48.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
499+ 9.72% |
$38K - $46.9K
|
5.63K
$548K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
498+ 1.82% |
$37.9K - $46.9K
|
27.9K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
486+ 0.76% |
$37K - $45.7K
|
64.3K
$6.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
482+ 2.22% |
$36.7K - $45.3K
|
22.2K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
476+ 15.64% |
$36.2K - $44.8K
|
3.52K
$342K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
462+ 3.45% |
$35.2K - $43.5K
|
13.9K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
461+ 10.14% |
$35.1K - $43.4K
|
5.01K
$487K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
450+ 27.52% |
$34.2K - $42.3K
|
2.09K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
450+ 3.26% |
$34.2K - $42.3K
|
14.3K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
449+ 1.64% |
$34.2K - $42.2K
|
27.9K
$2.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
443New |
$33.7K - $41.7K
|
443
$43.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
438+ 0.29% |
$33.3K - $41.2K
|
153K
$14.9M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
436+ 19.22% |
$33.2K - $41K
|
2.71K
$263K
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
433+ 0.99% |
$32.9K - $40.7K
|
44K
$4.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
432+ 1.7% |
$32.9K - $40.6K
|
25.9K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
432+ 6.67% |
$32.9K - $40.6K
|
6.91K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
426+ 7.04% |
$32.4K - $40.1K
|
6.48K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
410+ 1.09% |
$31.2K - $38.6K
|
38K
$3.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
404+ 4488.89% |
$30.7K - $38K
|
413
$40.2K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
400+ 0.81% |
$30.4K - $37.6K
|
49.8K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
400+ 13.47% |
$30.4K - $37.6K
|
3.37K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
399+ 9.27% |
$30.4K - $37.5K
|
4.7K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
397New |
$30.2K - $37.3K
|
397
$38.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
386+ 4.43% |
$29.4K - $36.3K
|
9.11K
$886K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
385+ 5.8% |
$29.3K - $36.2K
|
7.02K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
383+ 8.01% |
$29.1K - $36K
|
5.16K
$502K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
377New |
$28.7K - $35.5K
|
377
$36.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
369+ 2.21% |
$28.1K - $34.7K
|
17.1K
$1.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
363+ 7.42% |
$27.6K - $34.2K
|
5.25K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
357+ 2.62% |
$27.2K - $33.6K
|
14K
$1.36M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
345New |
$26.3K - $32.5K
|
345
$33.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
345+ 1.17% |
$26.3K - $32.5K
|
29.8K
$2.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
340+ 8.78% |
$25.9K - $32K
|
4.21K
$410K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
330New |
$25.1K - $31K
|
330
$32.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
330+ 3.59% |
$25.1K - $31K
|
9.53K
$926K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
324+ 6.08% |
$24.7K - $30.5K
|
5.66K
$550K
|