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 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2+ 2.6% |
$152 - $188
|
79
$7.68K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.09% |
$152 - $188
|
185
$18K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$76.1 - $94.1
|
639
$62.2K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.83% |
$76.1 - $94.1
|
121
$11.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.54% |
$76.1 - $94.1
|
66
$6.42K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$76.1 - $94.1
|
4.72K
$459K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.98% |
$76.1 - $94.1
|
103
$10K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$76.1 - $94.1
|
774
$75.3K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1New |
$76.1 - $94.1
|
1
$97.3
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.79% |
$76.1 - $94.1
|
128
$12.5K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.1% |
$76.1 - $94.1
|
1.05K
$102K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2- 0.06% |
$152 - $188
|
3.23K
$315K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$228 - $282
|
13K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.02% |
$304 - $376
|
17.8K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-6- 0.17% |
$457 - $564
|
3.47K
$337K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-6- 0.21% |
$457 - $564
|
2.79K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6- 0.06% |
$457 - $564
|
9.4K
$915K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-6- 0.05% |
$457 - $564
|
11.3K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-9- 0.19% |
$685 - $847
|
4.83K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-9- 4.39% |
$685 - $847
|
196
$19.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-13- 0.17% |
$989 - $1.22K
|
7.66K
$745K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-14- 0.15% |
$1.07K - $1.32K
|
9.02K
$878K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-17- 0.17% |
$1.29K - $1.6K
|
9.72K
$945K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-18- 0.52% |
$1.37K - $1.69K
|
3.47K
$338K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-20- 0.11% |
$1.52K - $1.88K
|
18.7K
$1.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-22- 4.3% |
$1.67K - $2.07K
|
490
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-23- 15.44% |
$1.75K - $2.16K
|
126
$12.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-24- 0.24% |
$1.83K - $2.26K
|
10.1K
$983K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-25- 0.19% |
$1.9K - $2.35K
|
13.3K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26- 0.66% |
$1.98K - $2.45K
|
3.91K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-28- 27.18% |
$2.13K - $2.63K
|
75
$7.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-30- 0.14% |
$2.28K - $2.82K
|
21.7K
$2.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-31- 0.65% |
$2.36K - $2.92K
|
4.74K
$461K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-40- 0.92% |
$3.04K - $3.76K
|
4.29K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-41- 0.43% |
$3.12K - $3.86K
|
9.49K
$923K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-45- 0.53% |
$3.42K - $4.23K
|
8.4K
$817K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-47- 0.29% |
$3.58K - $4.42K
|
16.3K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 0.74% |
$3.73K - $4.61K
|
6.59K
$641K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-50- 1.71% |
$3.8K - $4.7K
|
2.88K
$280K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.22% |
$3.8K - $4.7K
|
22.7K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-50- 0.65% |
$3.8K - $4.7K
|
7.59K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-50- 27.93% |
$3.8K - $4.7K
|
129
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-53- 0.23% |
$4.03K - $4.99K
|
23.2K
$2.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-55- 1.61% |
$4.18K - $5.17K
|
3.35K
$326K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-57- 0.35% |
$4.34K - $5.36K
|
16.1K
$1.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-58- 2.07% |
$4.41K - $5.46K
|
2.74K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-58- 0.69% |
$4.41K - $5.46K
|
8.33K
$810K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-59- 7.13% |
$4.49K - $5.55K
|
768
$74.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-61- 1.55% |
$4.64K - $5.74K
|
3.88K
$377K
|