Purchases and Sales Made in Q4 2022 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-1.74K
- 57.1%
$133K - $164K
1.31K $125K
Jan 24, 2023 Q4 2022
Horst & Graben Wealth Management LLC

SELL
 -
-1.77K
- 39.8%
$135K - $167K
2.68K $255K
Feb 13, 2023 Q4 2022
Carmichael Hill & Associates, Inc.

SELL
 -
-1.79K
- 13.23%
$136K - $168K
11.7K $1.12M
Jan 30, 2023 Q4 2022
Essex LLC

SELL
 -
-1.79K
- 9.4%
$137K - $169K
17.3K $1.64M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-1.8K
- 2.59%
$137K - $169K
67.6K $6.43M
Jan 10, 2023 Q4 2022
Fulcrum Equity Management

SELL
 -
-1.85K
- 15.55%
$141K - $174K
10K $955K
Feb 14, 2023 Q4 2022
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-1.88K
- 2.28%
$143K - $177K
80.6K $7.67M
Feb 09, 2023 Q4 2022
Legacy Capital Wealth Partners, LLC

Little Rock, AR
SELL
 -
-1.92K
- 2.63%
$146K - $181K
71K $6.76M
Feb 09, 2023 Q4 2022
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-1.94K
- 3.29%
$147K - $182K
56.9K $5.41M
Jan 31, 2023 Q4 2022
Austin Private Wealth, LLC

SELL
 -
-1.94K
- 13.11%
$148K - $182K
12.9K $1.22M
Jan 12, 2023 Q4 2022
Clarus Wealth Advisors

SELL
 -
-1.99K
- 7.53%
$151K - $187K
24.4K $2.32M
Jan 12, 2023 Q4 2022
Peak Financial Advisors LLC

SELL
 -
-2K
- 11.06%
$152K - $188K
16.1K $1.53M
Jan 26, 2023 Q4 2022
First Merchants Corp

SELL
 -
-2.03K
- 4.74%
$155K - $191K
40.8K $3.89M
Jan 18, 2023 Q4 2022
Madrona Financial Services, LLC

SELL
 -
-2.06K
- 2.15%
$157K - $194K
93.8K $8.92M
Jan 30, 2023 Q4 2022
Americana Partners, LLC

Houston, TX
SELL
 -
-2.06K
- 38.93%
$157K - $194K
3.23K $307K
Feb 08, 2023 Q4 2022
Hudock, Inc.

SELL
 -
-2.08K
- 31.18%
$159K - $196K
4.6K $437K
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-2.12K
- 4.82%
$161K - $200K
41.9K $3.98M
Jan 18, 2023 Q4 2022
Central Bank & Trust CO

SELL
 -
-2.14K
- 17.22%
$162K - $201K
10.3K $976K
Feb 13, 2023 Q4 2022
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-2.14K
- 9.8%
$163K - $201K
19.7K $1.87M
Feb 01, 2023 Q4 2022
Trust CO Of Virginia

SELL
 -
-2.2K
- 9.09%
$167K - $207K
22K $2.09M
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-2.22K
- 8.18%
$169K - $209K
25K $2.38M
Feb 02, 2023 Q4 2022
Investors Asset Management Of Georgia Inc

SELL
 -
-2.27K
- 4.42%
$173K - $213K
49K $4.66M
Jan 20, 2023 Q4 2022
Willis Johnson & Associates, Inc.

SELL
 -
-2.28K
- 7.07%
$173K - $214K
29.9K $2.84M
Jan 17, 2023 Q4 2022
Blb&B Advisors, LLC

SELL
 -
-2.29K
- 23.45%
$174K - $216K
7.48K $712K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-2.3K
- 55.9%
$175K - $216K
1.81K $172K
Feb 01, 2023 Q4 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
SELL
 -
-2.31K
- 15.24%
$176K - $217K
12.9K $1.22M
Feb 14, 2023 Q4 2022
Coastwise Capital Group, LLC

La Jolla, CA
SELL
 -
-2.33K
- 48.99%
$178K - $220K
2.43K $231K
Feb 01, 2023 Q4 2022
Meritage Portfolio Management

SELL
 -
-2.34K
- 1.89%
$178K - $220K
122K $11.6M
Jan 31, 2023 Q4 2022
Global Assets Advisory, LLC

Orlando, FL
SELL
 -
-2.36K
- 27.79%
$180K - $222K
6.14K $584K
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

SELL
 -
-2.36K
- 4.63%
$180K - $222K
48.6K $4.63M
Feb 07, 2023 Q4 2022
Lincoln National Corp

SELL
 -
-2.38K
- 2.5%
$181K - $224K
92.7K $8.81M
Feb 13, 2023 Q4 2022
Innealta Capital, LLC

Austin, TX
SELL
 -
-2.41K
- 2.96%
$183K - $226K
78.8K $7.49M
Feb 13, 2023 Q4 2022
Coco Enterprises, LLC

Whitefish, MT
SELL
 -
-2.42K
- 3.19%
$184K - $228K
73.4K $6.98M
Feb 02, 2023 Q4 2022
Northwest Capital Management Inc

SELL
 -
-2.44K
- 11.6%
$185K - $229K
18.6K $1.77M
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-2.45K
- 5.59%
$187K - $231K
41.4K $3.94M
Jan 31, 2023 Q4 2022
Triumph Capital Management

SELL
 -
-2.46K
- 21.01%
$187K - $231K
9.23K $878K
Feb 09, 2023 Q4 2022
Cranbrook Wealth Management, LLC

SELL
 -
-2.48K
- 56.62%
$188K - $233K
1.9K $180K
Feb 10, 2023 Q4 2022
Scarborough Advisors, LLC

Annapolis, MD
SELL
 -
-2.48K
- 3.16%
$189K - $233K
76K $7.23M
Feb 02, 2023 Q4 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
SELL
 -
-2.56K
- 4.2%
$195K - $241K
58.4K $5.56M
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-2.61K
- 23.73%
$199K - $246K
8.4K $799K
Apr 25, 2024 Q4 2022
Wall Street Access Asset Management, LLC

New York, NY
SELL
 -
-2.62K
- 25.45%
$199K - $246K
7.66K $729K
Feb 13, 2023 Q4 2022
Boston Research & Management Inc

Manchester, MA
SELL
 -
-2.65K
- 5.46%
$201K - $249K
45.8K $4.36M
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-2.75K
- 24.64%
$209K - $259K
8.41K $800K
Feb 06, 2023 Q4 2022
Gyroscope Capital Management Group, LLC

SELL
 -
-2.79K
- 12.35%
$212K - $262K
19.8K $1.88M
Feb 13, 2023 Q4 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-2.8K
- 9.59%
$213K - $263K
26.4K $2.51M
Jan 03, 2023 Q4 2022
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
SELL
 -
-2.81K
Closed
$213K - $264K
0 $0
Jan 20, 2023 Q4 2022
Whitcomb & Hess, Inc.

SELL
 -
-2.83K
- 2.93%
$215K - $266K
93.7K $8.91M
Feb 03, 2023 Q4 2022
Grove Bank & Trust

SELL
 -
-2.84K
- 15.21%
$216K - $267K
15.8K $1.5M
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

SELL
 -
-2.86K
- 16.0%
$217K - $269K
15K $1.43M

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