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 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
219+ 43.89% |
$16.7K - $20.6K
|
718
$68.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
218+ 0.96% |
$16.6K - $20.5K
|
22.9K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
217+ 2.41% |
$16.5K - $20.4K
|
9.21K
$876K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
216+ 7.21% |
$16.4K - $20.3K
|
3.21K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
210+ 55.56% |
$16K - $19.8K
|
588
$55.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
208+ 2.03% |
$15.8K - $19.6K
|
10.5K
$994K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
202+ 0.67% |
$15.4K - $19K
|
30.4K
$2.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
202+ 4.43% |
$15.4K - $19K
|
4.76K
$453K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
BUY
|
- |
200+ 2.77% |
$15.2K - $18.8K
|
7.42K
$706K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
200+ 6.25% |
$15.2K - $18.8K
|
3.4K
$323K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
199New |
$15.1K - $18.7K
|
199
$18.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
197+ 0.93% |
$15K - $18.5K
|
21.4K
$2.03M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
195+ 3.49% |
$14.8K - $18.3K
|
5.79K
$551K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
192+ 0.11% |
$14.6K - $18.1K
|
177K
$16.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
190+ 0.71% |
$14.5K - $17.9K
|
26.8K
$2.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
189+ 0.42% |
$14.4K - $17.8K
|
45.6K
$4.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
189+ 3.0% |
$14.4K - $17.8K
|
6.49K
$618K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
BUY
|
- |
187+ 0.99% |
$14.2K - $17.6K
|
19.1K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
181+ 0.99% |
$13.8K - $17K
|
18.5K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
171+ 8.24% |
$13K - $16.1K
|
2.25K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
170New |
$12.9K - $16K
|
170
$16.2K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169+ 11.7% |
$12.9K - $15.9K
|
1.61K
$154K
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
161+ 2.79% |
$12.3K - $15.1K
|
5.94K
$565K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
156+ 5.14% |
$11.9K - $14.7K
|
3.19K
$304K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
155+ 1.09% |
$11.8K - $14.6K
|
14.4K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
151+ 3.14% |
$11.5K - $14.2K
|
4.95K
$471K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
151+ 0.77% |
$11.5K - $14.2K
|
19.8K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
150+ 42.86% |
$11.4K - $14.1K
|
500
$47.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
150+ 29.94% |
$11.4K - $14.1K
|
651
$61.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
150+ 1.99% |
$11.4K - $14.1K
|
7.7K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
146+ 1.75% |
$11.1K - $13.7K
|
8.49K
$808K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
142+ 1.87% |
$10.8K - $13.4K
|
7.75K
$737K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
141+ 4.76% |
$10.7K - $13.3K
|
3.1K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
135+ 5.52% |
$10.3K - $12.7K
|
2.58K
$245K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
135New |
$10.3K - $12.7K
|
135
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
134New |
$10.2K - $12.6K
|
134
$12.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
130+ 1.28% |
$9.89K - $12.2K
|
10.3K
$980K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
129+ 1.26% |
$9.82K - $12.1K
|
10.4K
$990K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
120+ 1.03% |
$9.13K - $11.3K
|
11.8K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
119+ 1.46% |
$9.05K - $11.2K
|
8.27K
$787K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
119+ 1700.0% |
$9.05K - $11.2K
|
126
$12K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
116+ 0.98% |
$8.83K - $10.9K
|
12K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
114+ 77.03% |
$8.67K - $10.7K
|
262
$24.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
113+ 2.43% |
$8.6K - $10.6K
|
4.76K
$452K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
111+ 3.1% |
$8.45K - $10.4K
|
3.69K
$351K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
110+ 0.64% |
$8.37K - $10.3K
|
17.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
109New |
$8.29K - $10.3K
|
109
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
109+ 0.94% |
$8.29K - $10.3K
|
11.7K
$1.12M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
105+ 9.02% |
$7.99K - $9.88K
|
1.27K
$121K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
104New |
$7.91K - $9.78K
|
104
$9.89K
|