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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
323+ 7.34% |
$24.6K - $30.4K
|
4.72K
$449K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
321+ 5.12% |
$24.4K - $30.2K
|
6.59K
$627K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
317+ 5.85% |
$24.1K - $29.8K
|
5.74K
$546K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
316+ 42.59% |
$24K - $29.7K
|
1.06K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
316+ 6.36% |
$24K - $29.7K
|
5.29K
$503K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
316+ 6.36% |
$24K - $29.7K
|
5.29K
$503K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
314+ 171.58% |
$23.9K - $29.5K
|
497
$47.3K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
310New |
$23.6K - $29.2K
|
310
$29.5K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
309+ 5150.0% |
$23.5K - $29.1K
|
315
$30K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
302+ 5.74% |
$23K - $28.4K
|
5.56K
$529K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
302+ 5.45% |
$23K - $28.4K
|
5.84K
$556K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
300New |
$22.8K - $28.2K
|
300
$28.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
300+ 1.95% |
$22.8K - $28.2K
|
15.7K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
300New |
$22.8K - $28.2K
|
300
$28.5K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
299+ 132.89% |
$22.8K - $28.1K
|
524
$49.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
298+ 2.32% |
$22.7K - $28K
|
13.2K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
296+ 13.79% |
$22.5K - $27.8K
|
2.44K
$232K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
295+ 0.61% |
$22.4K - $27.8K
|
48.5K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
295+ 36.46% |
$22.4K - $27.8K
|
1.1K
$105K
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
292New |
$22.2K - $27.5K
|
292
$27.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
290+ 2.22% |
$22.1K - $27.3K
|
13.4K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
288+ 7.99% |
$21.9K - $27.1K
|
3.89K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
285+ 6.52% |
$21.7K - $26.8K
|
4.66K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
282+ 5.13% |
$21.5K - $26.5K
|
5.78K
$550K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
277+ 7.56% |
$21.1K - $26.1K
|
3.94K
$375K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
276New |
$21K - $26K
|
276
$26.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
275+ 4.84% |
$20.9K - $25.9K
|
5.96K
$567K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
273+ 2.67% |
$20.8K - $25.7K
|
10.5K
$1M
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
269+ 2.62% |
$20.5K - $25.3K
|
10.5K
$1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
269New |
$20.5K - $25.3K
|
269
$25.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
261+ 47.45% |
$19.9K - $24.6K
|
811
$77.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
258+ 10.17% |
$19.6K - $24.3K
|
2.79K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
258+ 5.94% |
$19.6K - $24.3K
|
4.6K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
252+ 2.33% |
$19.2K - $23.7K
|
11.1K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
251+ 1.17% |
$19.1K - $23.6K
|
21.8K
$2.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
250+ 35.97% |
$19K - $23.5K
|
945
$89.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
250+ 4.16% |
$19K - $23.5K
|
6.26K
$595K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
248New |
$18.9K - $23.3K
|
248
$23.6K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
246New |
$18.7K - $23.1K
|
246
$23.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
240New |
$18.3K - $22.6K
|
240
$22.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
237+ 1.16% |
$18K - $22.3K
|
20.7K
$1.97M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
236+ 33.1% |
$18K - $22.2K
|
949
$90.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
230+ 1095.24% |
$17.5K - $21.6K
|
251
$23.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
230+ 4.2% |
$17.5K - $21.6K
|
5.71K
$543K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
228+ 2.01% |
$17.3K - $21.5K
|
11.6K
$1.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
227+ 2.01% |
$17.3K - $21.4K
|
11.5K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
225+ 2.29% |
$17.1K - $21.2K
|
10.1K
$958K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
224+ 3.7% |
$17K - $21.1K
|
6.28K
$597K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
223+ 2.21% |
$17K - $21K
|
10.3K
$981K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
219+ 0.97% |
$16.7K - $20.6K
|
22.9K
$2.18M
|