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 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
30New |
$2.28K - $2.82K
|
30
$2.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
28+ 0.59% |
$2.13K - $2.63K
|
4.74K
$427K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.23% |
$2.13K - $2.63K
|
12K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
28+ 0.88% |
$2.13K - $2.63K
|
3.23K
$291K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 1.02% |
$2.13K - $2.63K
|
2.78K
$250K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
26+ 0.03% |
$1.98K - $2.45K
|
85.4K
$7.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 1.05% |
$1.98K - $2.45K
|
2.51K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26+ 0.82% |
$1.98K - $2.45K
|
3.19K
$287K
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
26+ 0.13% |
$1.98K - $2.45K
|
20.2K
$1.82M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
25+ 0.88% |
$1.9K - $2.35K
|
2.86K
$258K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.88% |
$1.9K - $2.35K
|
2.86K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23New |
$1.75K - $2.16K
|
23
$2.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
23+ 0.4% |
$1.75K - $2.16K
|
5.81K
$523K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
22+ 0.34% |
$1.67K - $2.07K
|
6.59K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
21+ 0.41% |
$1.6K - $1.98K
|
5.14K
$463K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 1.21% |
$1.52K - $1.88K
|
1.67K
$150K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
19+ 0.32% |
$1.45K - $1.79K
|
6K
$540K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
16+ 0.18% |
$1.22K - $1.51K
|
8.94K
$806K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
15+ 0.25% |
$1.14K - $1.41K
|
5.91K
$532K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 20.83% |
$1.14K - $1.41K
|
87
$7.84K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
13+ 0.08% |
$989 - $1.22K
|
16.3K
$1.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.42% |
$913 - $1.13K
|
2.86K
$258K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10+ 0.16% |
$761 - $941
|
6.24K
$562K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.15% |
$761 - $941
|
6.67K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10New |
$761 - $941
|
10
$901
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.02% |
$685 - $847
|
37.2K
$3.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$609 - $753
|
18.4K
$1.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
8+ 3.21% |
$609 - $753
|
257
$23.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
8+ 0.53% |
$609 - $753
|
1.51K
$136K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 0.52% |
$533 - $659
|
1.35K
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7+ 0.24% |
$533 - $659
|
2.91K
$262K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 1.07% |
$533 - $659
|
659
$59.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.88% |
$380 - $470
|
576
$51.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
5+ 0.01% |
$380 - $470
|
63.8K
$5.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
5+ 0.05% |
$380 - $470
|
10.7K
$964K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.83% |
$380 - $470
|
608
$54.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 1.15% |
$304 - $376
|
352
$31.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.04% |
$228 - $282
|
291
$26.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.11% |
$228 - $282
|
2.74K
$247K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
3+ 0.07% |
$228 - $282
|
4.25K
$383K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$228 - $282
|
3.28K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.55% |
$228 - $282
|
550
$49.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3+ 0.07% |
$228 - $282
|
4.17K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$228 - $282
|
42.4K
$3.82M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.72% |
$228 - $282
|
420
$37.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 1.0% |
$152 - $188
|
202
$18.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.38% |
$152 - $188
|
527
$47.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 4.76% |
$152 - $188
|
44
$3.96K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.18% |
$152 - $188
|
1.14K
$102K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$152 - $188
|
10.8K
$975K
|