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 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-622- 17.55% |
$47.3K - $58.5K
|
2.92K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-625- 10.87% |
$47.6K - $58.8K
|
5.13K
$499K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-625- 11.27% |
$47.6K - $58.8K
|
4.92K
$479K
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-643- 4.5% |
$48.9K - $60.5K
|
13.6K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-647- 27.12% |
$49.2K - $60.9K
|
1.74K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-650- 27.32% |
$49.5K - $61.2K
|
1.73K
$168K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-657- 17.28% |
$50K - $61.8K
|
3.15K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-660- 1.38% |
$50.2K - $62.1K
|
47.1K
$4.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-670- 5.82% |
$51K - $63K
|
10.9K
$1.06M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-671- 3.83% |
$51.1K - $63.1K
|
16.8K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-679- 3.11% |
$51.7K - $63.9K
|
21.2K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-686- 7.24% |
$52.2K - $64.5K
|
8.79K
$855K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-692- 1.84% |
$52.7K - $65.1K
|
37K
$3.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-702- 3.39% |
$53.4K - $66K
|
20K
$1.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-716- 3.84% |
$54.5K - $67.4K
|
17.9K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-728- 11.1% |
$55.4K - $68.5K
|
5.83K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-740- 8.59% |
$56.3K - $69.6K
|
7.87K
$766K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-743- 1.47% |
$56.5K - $69.9K
|
49.7K
$4.83M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-745- 2.72% |
$56.7K - $70.1K
|
26.7K
$2.59M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-762- 6.19% |
$58K - $71.7K
|
11.6K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-762- 16.32% |
$58K - $71.7K
|
3.91K
$380K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-767- 21.32% |
$58.4K - $72.2K
|
2.83K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-771- 24.72% |
$58.7K - $72.5K
|
2.35K
$228K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-777- 8.5% |
$59.1K - $73.1K
|
8.36K
$813K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-787- 2.8% |
$59.9K - $74K
|
27.3K
$2.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-800- 19.23% |
$60.9K - $75.3K
|
3.36K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-800- 17.02% |
$60.9K - $75.3K
|
3.9K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-800- 7.43% |
$60.9K - $75.3K
|
9.96K
$969K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-808- 4.76% |
$61.5K - $76K
|
16.2K
$1.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-831- 0.82% |
$63.2K - $78.2K
|
101K
$9.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-860- 12.63% |
$65.4K - $80.9K
|
5.95K
$579K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-860- 1.51% |
$65.4K - $80.9K
|
56K
$5.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-870- 10.69% |
$66.2K - $81.8K
|
7.27K
$707K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-873- 21.37% |
$66.4K - $82.1K
|
3.21K
$313K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-891- 16.96% |
$67.8K - $83.8K
|
4.36K
$424K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-896- 21.58% |
$68.2K - $84.3K
|
3.26K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-908- 0.33% |
$69.1K - $85.4K
|
272K
$26.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-920- 29.76% |
$70K - $86.6K
|
2.17K
$211K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-961- 6.48% |
$73.1K - $90.4K
|
13.9K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-981- 2.38% |
$74.6K - $92.3K
|
40.2K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-991- 0.28% |
$75.4K - $93.2K
|
347K
$33.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1K- 2.73% |
$76.3K - $94.4K
|
35.7K
$3.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.01K- 50.2% |
$76.7K - $94.8K
|
1K
$97.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.01K- 10.25% |
$77K - $95.2K
|
8.86K
$862K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.02K- 21.43% |
$77.8K - $96.1K
|
3.75K
$364K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.03K- 17.61% |
$78.4K - $96.9K
|
4.82K
$469K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.04K- 12.91% |
$79.1K - $97.7K
|
7.01K
$682K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.04K- 9.03% |
$79.2K - $97.9K
|
10.5K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 12.14% |
$79.5K - $98.3K
|
7.56K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06K- 5.02% |
$80.6K - $99.6K
|
20K
$1.95M
|