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 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4.73K- 28.32% |
$360K - $445K
|
12K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4.8K- 3.19% |
$365K - $451K
|
145K
$14.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.93K- 98.6% |
$375K - $463K
|
70
$6.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-4.93K- 10.7% |
$375K - $463K
|
41.1K
$4M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.01K- 9.09% |
$381K - $471K
|
50K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.05K- 48.6% |
$384K - $475K
|
5.34K
$520K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.08K- 73.3% |
$386K - $478K
|
1.85K
$180K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-5.11K- 21.84% |
$388K - $480K
|
18.3K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5.14K- 8.76% |
$391K - $483K
|
53.5K
$5.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-5.16K- 7.29% |
$392K - $485K
|
65.6K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.2K- 0.59% |
$396K - $489K
|
874K
$85.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.3K- 12.13% |
$403K - $499K
|
38.4K
$3.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-5.39K- 16.46% |
$410K - $507K
|
27.3K
$2.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-5.48K- 4.35% |
$417K - $516K
|
121K
$11.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5.51K- 27.38% |
$419K - $518K
|
14.6K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.67K- 14.06% |
$431K - $533K
|
34.7K
$3.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.77K- 9.81% |
$439K - $543K
|
53K
$5.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.79K- 34.46% |
$441K - $545K
|
11K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.86K- 7.81% |
$446K - $551K
|
69.2K
$6.73M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.9K- 45.47% |
$449K - $555K
|
7.08K
$688K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-6K- 5.96% |
$457K - $564K
|
94.6K
$9.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6K- 16.6% |
$457K - $565K
|
30.1K
$2.93M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.17K- 70.79% |
$469K - $580K
|
2.55K
$248K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-6.23K- 17.56% |
$474K - $586K
|
29.3K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6.25K- 25.83% |
$476K - $588K
|
18K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.26K- 7.41% |
$476K - $589K
|
78.2K
$7.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.63K- 6.75% |
$505K - $624K
|
91.6K
$8.91M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.66K- 32.81% |
$507K - $626K
|
13.6K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-6.7K- 31.46% |
$510K - $630K
|
14.6K
$1.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.89K- 34.3% |
$525K - $649K
|
13.2K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-7KClosed |
$533K - $659K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.13K- 9.51% |
$543K - $671K
|
67.9K
$6.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.14K- 7.18% |
$543K - $672K
|
92.3K
$8.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.2K- 5.41% |
$548K - $677K
|
126K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7.23K- 36.77% |
$550K - $680K
|
12.4K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 4.44% |
$556K - $688K
|
157K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.36K- 32.9% |
$560K - $693K
|
15K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.53K- 5.61% |
$573K - $708K
|
127K
$12.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-7.56K- 29.4% |
$575K - $711K
|
18.1K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.65K- 20.25% |
$582K - $719K
|
30.1K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.73K- 10.29% |
$588K - $727K
|
67.4K
$6.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.81K- 33.33% |
$594K - $735K
|
15.6K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.87K- 14.53% |
$599K - $740K
|
46.3K
$4.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.89K- 6.75% |
$600K - $742K
|
109K
$10.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-7.98K- 49.31% |
$607K - $750K
|
8.2K
$798K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-7.98K- 31.45% |
$607K - $751K
|
17.4K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.13K- 20.56% |
$619K - $765K
|
31.4K
$3.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-8.58K- 19.35% |
$653K - $807K
|
35.8K
$3.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
SELL
|
- |
-8.63K- 30.12% |
$656K - $811K
|
20K
$1.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-9.05K- 50.0% |
$689K - $851K
|
9.05K
$880K
|