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 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-373- 2.38% |
$28.4K - $35.1K
|
15.3K
$1.45M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-374- 9.74% |
$28.5K - $35.2K
|
3.47K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-376- 1.48% |
$28.6K - $35.4K
|
25.1K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-377- 1.0% |
$28.7K - $35.5K
|
37.5K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-383- 3.68% |
$29.1K - $36K
|
10K
$954K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-386- 6.47% |
$29.4K - $36.3K
|
5.58K
$531K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-389- 13.32% |
$29.6K - $36.6K
|
2.53K
$241K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-389- 1.87% |
$29.6K - $36.6K
|
20.4K
$1.94M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-395- 5.78% |
$30.1K - $37.2K
|
6.44K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-398- 3.95% |
$30.3K - $37.4K
|
9.68K
$920K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-399- 1.06% |
$30.4K - $37.5K
|
37.4K
$3.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-404- 5.84% |
$30.7K - $38K
|
6.51K
$620K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-404- 5.2% |
$30.7K - $38K
|
7.36K
$700K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-423- 12.78% |
$32.2K - $39.8K
|
2.89K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-427- 3.71% |
$32.5K - $40.2K
|
11.1K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-430- 60.14% |
$32.7K - $40.5K
|
285
$27.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-430- 12.12% |
$32.7K - $40.5K
|
3.12K
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-438- 10.99% |
$33.3K - $41.2K
|
3.55K
$338K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-441- 10.28% |
$33.6K - $41.5K
|
3.85K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-449- 7.93% |
$34.2K - $42.2K
|
5.21K
$496K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-450- 4.62% |
$34.2K - $42.3K
|
9.3K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-454- 34.84% |
$34.5K - $42.7K
|
849
$80.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-457- 0.56% |
$34.8K - $43K
|
80.5K
$7.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
SELL
|
- |
-460- 7.73% |
$35K - $43.3K
|
5.49K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-461- 1.32% |
$35.1K - $43.4K
|
34.5K
$3.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-466- 12.58% |
$35.5K - $43.8K
|
3.24K
$308K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-470- 9.7% |
$35.8K - $44.2K
|
4.38K
$416K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-475- 2.81% |
$36.1K - $44.7K
|
16.4K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-475- 4.49% |
$36.1K - $44.7K
|
10.1K
$960K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-476- 2.75% |
$36.2K - $44.8K
|
16.8K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-479- 12.07% |
$36.4K - $45.1K
|
3.49K
$332K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-483- 5.24% |
$36.8K - $45.4K
|
8.73K
$830K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-484- 1.47% |
$36.8K - $45.5K
|
32.5K
$3.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-490- 7.15% |
$37.3K - $46.1K
|
6.36K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-503- 15.31% |
$38.3K - $47.3K
|
2.78K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-505- 8.99% |
$38.4K - $47.5K
|
5.11K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-510- 5.54% |
$38.8K - $48K
|
8.69K
$826K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-513- 2.04% |
$39K - $48.3K
|
24.7K
$2.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-522- 15.02% |
$39.7K - $49.1K
|
2.95K
$281K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-533- 10.35% |
$40.6K - $50.1K
|
4.62K
$439K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-545- 9.64% |
$41.5K - $51.3K
|
5.11K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-547- 5.56% |
$41.6K - $51.5K
|
9.29K
$884K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-556- 14.72% |
$42.3K - $52.3K
|
3.22K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-557- 4.47% |
$42.4K - $52.4K
|
11.9K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-575- 10.03% |
$43.8K - $54.1K
|
5.16K
$491K
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-582- 5.6% |
$44.3K - $54.8K
|
9.8K
$933K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-600- 5.55% |
$45.7K - $56.4K
|
10.2K
$972K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-611- 7.76% |
$46.5K - $57.5K
|
7.26K
$690K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-614- 12.72% |
$46.7K - $57.8K
|
4.21K
$401K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-621- 11.99% |
$47.3K - $58.4K
|
4.56K
$434K
|