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 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-1.08K- 6.66% |
$81.9K - $101K
|
15.1K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.09K- 34.12% |
$83.2K - $103K
|
2.11K
$201K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.1K- 4.46% |
$83.6K - $103K
|
23.5K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 0.88% |
$83.9K - $104K
|
124K
$11.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.11K- 4.58% |
$84.7K - $105K
|
23.2K
$2.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 2.27% |
$84.8K - $105K
|
47.9K
$4.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.12K- 9.64% |
$85K - $105K
|
10.5K
$996K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.14K- 22.56% |
$86.6K - $107K
|
3.91K
$372K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.14K- 5.76% |
$86.9K - $107K
|
18.7K
$1.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.14K- 2.33% |
$87K - $108K
|
48.1K
$4.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.16K- 8.96% |
$88.3K - $109K
|
11.8K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 11.08% |
$88.9K - $110K
|
9.38K
$892K
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
SELL
|
- |
-1.17K- 31.98% |
$89K - $110K
|
2.49K
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.18K- 25.21% |
$89.4K - $111K
|
3.49K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-1.18K- 24.86% |
$89.4K - $111K
|
3.55K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.18K- 60.45% |
$89.8K - $111K
|
772
$73.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.19K- 10.44% |
$90.2K - $112K
|
10.2K
$967K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.19K- 3.55% |
$90.2K - $112K
|
32.3K
$3.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.2K- 8.36% |
$91.3K - $113K
|
13.2K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.23K- 8.81% |
$93.6K - $116K
|
12.7K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.24K- 30.2% |
$94K - $116K
|
2.86K
$272K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.24K- 80.39% |
$94.2K - $116K
|
302
$28.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.25K- 12.66% |
$95K - $117K
|
8.61K
$819K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.26K- 7.71% |
$95.6K - $118K
|
15K
$1.43M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.3K- 15.14% |
$98.5K - $122K
|
7.26K
$690K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.31K- 7.09% |
$100K - $124K
|
17.2K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.34K- 28.9% |
$102K - $126K
|
3.29K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 10.55% |
$102K - $126K
|
11.4K
$1.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.36K- 18.32% |
$103K - $128K
|
6.06K
$577K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.36K- 22.77% |
$104K - $128K
|
4.62K
$439K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.37K- 6.84% |
$104K - $129K
|
18.7K
$1.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.38K- 15.32% |
$105K - $129K
|
7.61K
$723K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.4K- 3.9% |
$106K - $131K
|
34.4K
$3.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.41K- 4.53% |
$107K - $132K
|
29.7K
$2.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.46K- 3.71% |
$111K - $138K
|
38K
$3.61M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.47K- 6.0% |
$112K - $138K
|
23K
$2.19M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 19.45% |
$113K - $140K
|
6.16K
$586K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.51K- 15.32% |
$115K - $142K
|
8.34K
$793K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.51K- 24.97% |
$115K - $142K
|
4.54K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.54K- 19.12% |
$117K - $145K
|
6.52K
$620K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.55K- 9.41% |
$118K - $146K
|
14.9K
$1.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.58K- 7.87% |
$120K - $148K
|
18.4K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.58K- 11.55% |
$120K - $149K
|
12.1K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.61K- 3.28% |
$122K - $151K
|
47.4K
$4.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 2.97% |
$124K - $153K
|
53K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.63K- 4.05% |
$124K - $153K
|
38.6K
$3.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.66K- 7.29% |
$127K - $157K
|
21.2K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-1.67K- 28.1% |
$127K - $157K
|
4.27K
$406K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.71K- 9.5% |
$130K - $161K
|
16.3K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.73K- 1.96% |
$131K - $162K
|
86.4K
$8.22M
|