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 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-2.86K- 6.14% |
$217K - $269K
|
43.7K
$4.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.9K- 6.22% |
$221K - $273K
|
43.8K
$4.26M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2.93K- 54.89% |
$223K - $276K
|
2.41K
$234K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-2.93K- 7.4% |
$223K - $276K
|
36.7K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.01K- 13.01% |
$229K - $283K
|
20.1K
$1.96M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.07K- 6.96% |
$234K - $289K
|
41.1K
$3.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.09K- 46.89% |
$235K - $291K
|
3.5K
$341K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-3.1K- 7.11% |
$235K - $291K
|
40.4K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.12K- 3.74% |
$238K - $294K
|
80.3K
$7.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.13K- 10.31% |
$238K - $294K
|
27.2K
$2.64M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.16K- 1.72% |
$240K - $297K
|
181K
$17.6M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.19K- 12.53% |
$242K - $300K
|
22.2K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 32.25% |
$245K - $303K
|
6.77K
$658K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-3.23K- 6.24% |
$246K - $304K
|
48.5K
$4.71M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-3.25K- 5.5% |
$247K - $305K
|
55.8K
$5.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.27K- 4.66% |
$249K - $307K
|
66.8K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.34K- 39.56% |
$254K - $314K
|
5.1K
$496K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.35K- 9.99% |
$255K - $315K
|
30.2K
$2.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.44K- 8.22% |
$262K - $324K
|
38.4K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.45K- 1.35% |
$262K - $324K
|
252K
$24.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.46K- 47.88% |
$263K - $325K
|
3.76K
$366K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.47K- 9.16% |
$264K - $326K
|
34.4K
$3.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.47K- 24.56% |
$264K - $327K
|
10.7K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.53K- 54.02% |
$268K - $332K
|
3K
$292K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-3.53K- 18.66% |
$269K - $332K
|
15.4K
$1.5M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.6K- 16.27% |
$274K - $338K
|
18.5K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.62K- 8.22% |
$275K - $340K
|
40.4K
$3.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-3.7K- 14.77% |
$282K - $348K
|
21.4K
$2.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
SELL
|
- |
-3.71K- 44.02% |
$282K - $349K
|
4.71K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-3.73K- 8.08% |
$284K - $351K
|
42.5K
$4.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-3.84K- 8.99% |
$292K - $361K
|
38.8K
$3.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.88K- 9.93% |
$295K - $365K
|
35.2K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.92K- 36.19% |
$299K - $369K
|
6.92K
$673K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-3.94K- 13.06% |
$300K - $371K
|
26.2K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.95K- 23.48% |
$301K - $372K
|
12.9K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.97K- 18.89% |
$302K - $373K
|
17K
$1.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.05K- 2.58% |
$308K - $381K
|
153K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.08K- 9.71% |
$310K - $384K
|
38K
$3.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.13K- 51.3% |
$315K - $389K
|
3.93K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.15K- 4.12% |
$316K - $390K
|
96.6K
$9.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.2K- 9.5% |
$320K - $395K
|
40K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.33K- 15.86% |
$329K - $407K
|
23K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.4K- 6.84% |
$335K - $414K
|
59.9K
$5.83M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-4.47K- 37.55% |
$340K - $421K
|
7.44K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.51K- 6.16% |
$343K - $424K
|
68.7K
$6.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.51K- 5.1% |
$343K - $424K
|
83.9K
$8.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-4.55K- 2.78% |
$346K - $428K
|
159K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.55K- 15.74% |
$347K - $428K
|
24.4K
$2.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.56K- 10.96% |
$347K - $429K
|
37K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.67K- 0.46% |
$355K - $439K
|
1.02M
$98.8M
|