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 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-208- 1.21% |
$15.8K - $19.6K
|
17K
$1.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-209- 3.85% |
$15.9K - $19.7K
|
5.23K
$508K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-210- 1.02% |
$16K - $19.8K
|
20.3K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-210- 12.21% |
$16K - $19.8K
|
1.51K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-210- 0.6% |
$16K - $19.8K
|
35K
$3.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-217- 3.9% |
$16.5K - $20.4K
|
5.35K
$520K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-227- 6.22% |
$17.3K - $21.4K
|
3.42K
$333K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-231- 1.98% |
$17.6K - $21.7K
|
11.4K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-239- 0.65% |
$18.2K - $22.5K
|
36.3K
$3.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-243- 7.49% |
$18.5K - $22.9K
|
3K
$292K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-246- 4.66% |
$18.7K - $23.1K
|
5.03K
$490K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-247- 3.97% |
$18.8K - $23.2K
|
5.97K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-249- 1.01% |
$18.9K - $23.4K
|
24.4K
$2.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-254- 8.17% |
$19.3K - $23.9K
|
2.85K
$278K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-258- 0.4% |
$19.6K - $24.3K
|
64.7K
$6.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-263- 5.74% |
$20K - $24.7K
|
4.32K
$420K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-264- 0.83% |
$20.1K - $24.8K
|
31.7K
$3.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-269- 1.15% |
$20.5K - $25.3K
|
23.2K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-272- 1.32% |
$20.7K - $25.6K
|
20.3K
$1.97M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-275- 7.23% |
$20.9K - $25.9K
|
3.53K
$343K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-277- 2.47% |
$21.1K - $26.1K
|
10.9K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-279- 0.48% |
$21.2K - $26.2K
|
58.2K
$5.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-283- 1.62% |
$21.5K - $26.6K
|
17.2K
$1.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-284- 0.31% |
$21.6K - $26.7K
|
92K
$8.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-285- 3.28% |
$21.7K - $26.8K
|
8.4K
$817K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-290- 4.13% |
$22.1K - $27.3K
|
6.73K
$655K
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-295- 7.44% |
$22.4K - $27.8K
|
3.67K
$357K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-297- 3.98% |
$22.6K - $27.9K
|
7.16K
$696K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-298- 0.82% |
$22.7K - $28K
|
36.3K
$3.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-298- 50.51% |
$22.7K - $28K
|
292
$28.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-299- 2.45% |
$22.8K - $28.1K
|
11.9K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-300- 0.59% |
$22.8K - $28.2K
|
50.7K
$4.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-300- 8.57% |
$22.8K - $28.2K
|
3.2K
$311K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-302- 61.38% |
$23K - $28.4K
|
190
$18.5K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-302- 4.47% |
$23K - $28.4K
|
6.45K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-303- 4.42% |
$23.1K - $28.5K
|
6.55K
$637K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-305- 6.54% |
$23.2K - $28.7K
|
4.36K
$424K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-307- 4.45% |
$23.4K - $28.9K
|
6.59K
$641K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-311- 1.6% |
$23.7K - $29.3K
|
19.1K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-320- 1.77% |
$24.3K - $30.1K
|
17.8K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-325- 2.61% |
$24.7K - $30.6K
|
12.1K
$1.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-329- 2.11% |
$25K - $31K
|
15.3K
$1.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-331- 1.5% |
$25.2K - $31.1K
|
21.7K
$2.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-340- 0.82% |
$25.9K - $32K
|
41.1K
$4M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-349- 0.48% |
$26.6K - $32.8K
|
72.8K
$7.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-350- 0.62% |
$26.6K - $32.9K
|
55.7K
$5.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-352- 4.35% |
$26.8K - $33.1K
|
7.73K
$752K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-353- 10.64% |
$26.9K - $33.2K
|
2.97K
$288K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-367- 4.11% |
$27.9K - $34.5K
|
8.56K
$833K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-370- 4.52% |
$28.2K - $34.8K
|
7.82K
$761K
|