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 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
103+ 0.74% |
$7.84K - $9.69K
|
14K
$1.36M
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
100+ 3.15% |
$7.61K - $9.41K
|
3.27K
$318K
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 16.67% |
$7.61K - $9.41K
|
700
$68.1K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
98+ 1.11% |
$7.46K - $9.22K
|
8.95K
$870K
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
95+ 1.5% |
$7.23K - $8.94K
|
6.43K
$626K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
94New |
$7.15K - $8.84K
|
94
$9.14K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
91+ 0.71% |
$6.92K - $8.56K
|
12.9K
$1.26M
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
91+ 0.63% |
$6.92K - $8.56K
|
14.5K
$1.41M
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
90+ 72.0% |
$6.85K - $8.47K
|
215
$20.9K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
84+ 42.0% |
$6.39K - $7.9K
|
284
$27.6K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
81+ 0.23% |
$6.16K - $7.62K
|
35.8K
$3.48M
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
79+ 1.0% |
$6.01K - $7.43K
|
7.98K
$776K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
78+ 3.9% |
$5.94K - $7.34K
|
2.08K
$202K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
74+ 59.68% |
$5.63K - $6.96K
|
198
$19.3K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
74+ 0.24% |
$5.63K - $6.96K
|
31.2K
$3.04M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
74+ 1.47% |
$5.63K - $6.96K
|
5.11K
$497K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
71+ 0.28% |
$5.4K - $6.68K
|
25.6K
$2.49M
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
69+ 766.67% |
$5.25K - $6.49K
|
78
$7.59K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
69+ 0.83% |
$5.25K - $6.49K
|
8.35K
$813K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
69+ 5.98% |
$5.25K - $6.49K
|
1.22K
$119K
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
67+ 2.03% |
$5.1K - $6.3K
|
3.36K
$327K
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
64+ 0.64% |
$4.87K - $6.02K
|
10.1K
$983K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
59+ 0.54% |
$4.49K - $5.55K
|
11K
$1.07M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
56New |
$4.26K - $5.27K
|
56
$5.45K
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
55+ 1.29% |
$4.18K - $5.17K
|
4.3K
$419K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
55+ 18.97% |
$4.18K - $5.17K
|
345
$33.6K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
50New |
$3.8K - $4.7K
|
50
$4.86K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
49+ 0.16% |
$3.73K - $4.61K
|
30.6K
$2.98M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
47+ 0.59% |
$3.58K - $4.42K
|
8.02K
$780K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
44+ 1.08% |
$3.35K - $4.14K
|
4.12K
$401K
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
44+ 1.0% |
$3.35K - $4.14K
|
4.45K
$433K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
44+ 4.28% |
$3.35K - $4.14K
|
1.07K
$104K
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
41+ 0.38% |
$3.12K - $3.86K
|
10.7K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
40+ 0.1% |
$3.04K - $3.76K
|
38.8K
$3.77M
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40+ 0.13% |
$3.04K - $3.76K
|
29.7K
$2.89M
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
39+ 1.03% |
$2.97K - $3.67K
|
3.83K
$373K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
38+ 1.0% |
$2.89K - $3.58K
|
3.85K
$375K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.9% |
$2.89K - $3.58K
|
4.26K
$415K
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
35+ 0.23% |
$2.66K - $3.29K
|
15.5K
$1.5M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34+ 1700.0% |
$2.59K - $3.2K
|
36
$3.5K
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34+ 1.02% |
$2.59K - $3.2K
|
3.36K
$326K
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
34+ 0.84% |
$2.59K - $3.2K
|
4.07K
$396K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
34+ 9.39% |
$2.59K - $3.2K
|
396
$38.5K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
33+ 2.9% |
$2.51K - $3.1K
|
1.17K
$114K
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
31+ 0.9% |
$2.36K - $2.92K
|
3.48K
$339K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.4% |
$2.28K - $2.82K
|
7.59K
$738K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$2.28K - $2.82K
|
30
$2.92K
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
28+ 0.59% |
$2.13K - $2.63K
|
4.74K
$461K
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.23% |
$2.13K - $2.63K
|
12K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
28+ 0.88% |
$2.13K - $2.63K
|
3.23K
$314K
|