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 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-58- 2.07% |
$4.41K - $5.46K
|
2.74K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-58- 0.69% |
$4.41K - $5.46K
|
8.33K
$769K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-59- 7.13% |
$4.49K - $5.55K
|
768
$71K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-61- 1.55% |
$4.64K - $5.74K
|
3.88K
$359K
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-62- 0.77% |
$4.72K - $5.83K
|
8.02K
$742K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-66- 1.67% |
$5.02K - $6.21K
|
3.88K
$359K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-67- 0.77% |
$5.1K - $6.3K
|
8.64K
$799K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-70- 1.33% |
$5.33K - $6.59K
|
5.21K
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-70- 1.7% |
$5.33K - $6.59K
|
4.04K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-70- 0.31% |
$5.33K - $6.59K
|
22.2K
$2.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-73- 1.71% |
$5.55K - $6.87K
|
4.2K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-78- 0.13% |
$5.94K - $7.34K
|
59.3K
$5.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-79- 2.05% |
$6.01K - $7.43K
|
3.77K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-86- 0.71% |
$6.54K - $8.09K
|
12.1K
$1.12M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-94- 34.81% |
$7.15K - $8.84K
|
176
$16.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-95- 1.62% |
$7.23K - $8.94K
|
5.78K
$535K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-99- 9.02% |
$7.53K - $9.31K
|
999
$92.3K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-100- 18.18% |
$7.61K - $9.41K
|
450
$41.6K
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-100- 2.04% |
$7.61K - $9.41K
|
4.79K
$443K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-109- 1.81% |
$8.29K - $10.3K
|
5.9K
$545K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-110- 0.81% |
$8.37K - $10.3K
|
13.4K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 0.33% |
$8.52K - $10.5K
|
34K
$3.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-116- 3.85% |
$8.83K - $10.9K
|
2.9K
$268K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-120- 3.18% |
$9.13K - $11.3K
|
3.66K
$338K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-122- 25.05% |
$9.28K - $11.5K
|
365
$33.7K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-123- 23.52% |
$9.36K - $11.6K
|
400
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-126- 1.08% |
$9.59K - $11.9K
|
11.5K
$1.07M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-132- 2.69% |
$10K - $12.4K
|
4.77K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-134- 4.71% |
$10.2K - $12.6K
|
2.71K
$251K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-136- 2.14% |
$10.3K - $12.8K
|
6.22K
$575K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-136- 1.86% |
$10.3K - $12.8K
|
7.19K
$665K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-140- 1.1% |
$10.7K - $13.2K
|
12.6K
$1.17M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-141- 2.2% |
$10.7K - $13.3K
|
6.26K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-149- 1.1% |
$11.3K - $14K
|
13.4K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-154- 2.15% |
$11.7K - $14.5K
|
7.02K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-156- 0.79% |
$11.9K - $14.7K
|
19.6K
$1.81M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-163- 5.16% |
$12.4K - $15.3K
|
3K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-164- 2.77% |
$12.5K - $15.4K
|
5.76K
$532K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-164- 45.05% |
$12.5K - $15.4K
|
200
$18.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-166- 4.17% |
$12.6K - $15.6K
|
3.81K
$352K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-167- 0.47% |
$12.7K - $15.7K
|
35.5K
$3.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-168- 1.04% |
$12.8K - $15.8K
|
16K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-168- 4.0% |
$12.8K - $15.8K
|
4.03K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-168- 2.15% |
$12.8K - $15.8K
|
7.65K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-169- 31.83% |
$12.9K - $15.9K
|
362
$33.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-175- 0.75% |
$13.3K - $16.5K
|
23.1K
$2.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-176- 4.6% |
$13.4K - $16.6K
|
3.65K
$337K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-176- 3.52% |
$13.4K - $16.6K
|
4.82K
$446K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-180- 4.84% |
$13.7K - $16.9K
|
3.54K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-180- 10.44% |
$13.7K - $16.9K
|
1.54K
$143K
|