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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
55.9K+ 216.91% |
$4.25M - $5.26M
|
81.6K
$7.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
55.8KNew |
$4.24M - $5.25M
|
55.8K
$5.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
55.6KNew |
$4.23M - $5.23M
|
55.6K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
55.5K+ 36.1% |
$4.22M - $5.22M
|
209K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.9K+ 34.49% |
$4.17M - $5.16M
|
214K
$20.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
54.6K+ 19.65% |
$4.15M - $5.14M
|
332K
$32.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
53.1K+ 40.58% |
$4.04M - $5M
|
184K
$17.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
52.5K+ 48.88% |
$4M - $4.94M
|
160K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
51.4K+ 101.45% |
$3.91M - $4.84M
|
102K
$9.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
48.1K+ 38.82% |
$3.66M - $4.53M
|
172K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
47.1K+ 1176.25% |
$3.58M - $4.43M
|
51.1K
$4.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
47K+ 24.05% |
$3.58M - $4.42M
|
242K
$23.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
46.5K+ 4.29% |
$3.54M - $4.38M
|
1.13M
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Albar Capital LTD
London, X0 |
BUY
|
- |
46.3KNew |
$3.52M - $4.35M
|
46.3K
$4.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
45.4K+ 1585.75% |
$3.45M - $4.27M
|
48.3K
$4.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
45.2K+ 334.48% |
$3.44M - $4.25M
|
58.7K
$5.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Thomist Capital Management, LP
Houston, TX |
BUY
|
- |
45KNew |
$3.42M - $4.23M
|
45K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
44KNew |
$3.35M - $4.14M
|
44K
$4.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
43.4K+ 102.87% |
$3.3M - $4.08M
|
85.6K
$8.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 107.92% |
$3.16M - $3.9M
|
79.9K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
40.1K+ 18.27% |
$3.05M - $3.77M
|
260K
$25.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40K+ 5.16% |
$3.05M - $3.76M
|
816K
$79.3M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
39.4KNew |
$3M - $3.7M
|
39.4K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
39KNew |
$2.97M - $3.67M
|
39K
$3.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
38.7KNew |
$2.94M - $3.64M
|
38.7K
$3.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
37.8K+ 79.43% |
$2.88M - $3.56M
|
85.5K
$8.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
37.8K+ 1.98% |
$2.88M - $3.56M
|
1.94M
$189M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
37.8K+ 27.38% |
$2.87M - $3.55M
|
176K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
36.9K+ 24148.37% |
$2.81M - $3.48M
|
37.1K
$3.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
36.8K+ 46.5% |
$2.8M - $3.46M
|
116K
$11.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
36.6K+ 12.05% |
$2.79M - $3.45M
|
341K
$33.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
36.3KNew |
$2.76M - $3.42M
|
36.3K
$3.53M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.1K+ 19.02% |
$2.75M - $3.39M
|
226K
$22M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
35.9KNew |
$2.73M - $3.38M
|
35.9K
$3.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
35.8K+ 105.27% |
$2.72M - $3.37M
|
69.7K
$6.78M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
35.6K+ 63.49% |
$2.71M - $3.35M
|
91.8K
$8.93M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.1K+ 25.01% |
$2.67M - $3.31M
|
176K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35K+ 28.03% |
$2.66M - $3.29M
|
160K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.3K+ 101.4% |
$2.61M - $3.23M
|
68.2K
$6.63M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
33.3KNew |
$2.53M - $3.13M
|
33.3K
$3.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
BUY
|
- |
32.5KNew |
$2.47M - $3.05M
|
32.5K
$3.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
31.5KNew |
$2.4M - $2.96M
|
31.5K
$3.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.4K+ 35.27% |
$2.39M - $2.96M
|
121K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
31.2K+ 223.01% |
$2.37M - $2.94M
|
45.2K
$4.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
30.7K+ 90.21% |
$2.33M - $2.88M
|
64.6K
$6.29M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
30.1KNew |
$2.29M - $2.83M
|
30.1K
$2.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.1K+ 90.33% |
$2.29M - $2.83M
|
63.4K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
30KNew |
$2.28M - $2.82M
|
30K
$2.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
29.8KNew |
$2.27M - $2.81M
|
29.8K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
29.2KNew |
$2.22M - $2.75M
|
29.2K
$2.84M
|