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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-9.18K- 15.15% |
$699K - $864K
|
51.4K
$5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.21K- 13.36% |
$701K - $867K
|
59.8K
$5.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.29K- 15.76% |
$707K - $874K
|
49.7K
$4.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.53K- 19.86% |
$725K - $896K
|
38.4K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-9.79K- 14.87% |
$745K - $921K
|
56.1K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-10.1K- 10.21% |
$766K - $948K
|
88.6K
$8.62M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-10.4K- 24.69% |
$793K - $981K
|
31.8K
$3.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-10.5K- 5.67% |
$795K - $983K
|
174K
$16.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.5K- 3.07% |
$801K - $990K
|
332K
$32.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10.6K- 12.17% |
$804K - $994K
|
76.3K
$7.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.7K- 11.4% |
$812K - $1M
|
82.9K
$8.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-10.7K- 32.58% |
$813K - $1.01M
|
22.1K
$2.15M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-10.7K- 38.28% |
$817K - $1.01M
|
17.3K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10.8K- 5.88% |
$818K - $1.01M
|
172K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-10.8K- 21.93% |
$821K - $1.01M
|
38.4K
$3.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-10.8K- 8.61% |
$821K - $1.02M
|
115K
$11.1M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.8K- 6.85% |
$822K - $1.02M
|
147K
$14.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
SELL
|
- |
-11K- 21.33% |
$838K - $1.04M
|
40.6K
$3.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-11K- 11.21% |
$840K - $1.04M
|
87.5K
$8.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-11.4K- 17.27% |
$865K - $1.07M
|
54.4K
$5.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.5K- 0.6% |
$872K - $1.08M
|
1.88M
$183M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.5K- 11.44% |
$873K - $1.08M
|
88.7K
$8.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11.7K- 3.59% |
$890K - $1.1M
|
314K
$30.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.3K- 9.12% |
$937K - $1.16M
|
123K
$11.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.3K- 9.12% |
$937K - $1.16M
|
123K
$11.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-12.8K- 55.84% |
$977K - $1.21M
|
10.2K
$988K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-12.9K- 11.79% |
$983K - $1.22M
|
96.7K
$9.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-13.2K- 2.96% |
$1M - $1.24M
|
433K
$42.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 10.29% |
$1.03M - $1.27M
|
118K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-13.7K- 0.64% |
$1.04M - $1.29M
|
2.12M
$206M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-14.2K- 48.03% |
$1.08M - $1.34M
|
15.4K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.4K- 3.55% |
$1.17M - $1.45M
|
419K
$40.7M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-15.6K- 8.55% |
$1.19M - $1.47M
|
167K
$16.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-17.7K- 8.27% |
$1.34M - $1.66M
|
196K
$19.1M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-17.8K- 29.34% |
$1.35M - $1.67M
|
42.8K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18.2K- 25.03% |
$1.39M - $1.71M
|
54.5K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-18.2K- 69.81% |
$1.39M - $1.71M
|
7.88K
$766K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-18.4K- 51.36% |
$1.4M - $1.73M
|
17.4K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19.5K- 40.46% |
$1.48M - $1.83M
|
28.6K
$2.78M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-19.9K- 36.55% |
$1.51M - $1.87M
|
34.5K
$3.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20K- 21.59% |
$1.53M - $1.89M
|
72.8K
$7.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-20.5K- 15.07% |
$1.56M - $1.93M
|
116K
$11.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-21.3K- 10.43% |
$1.62M - $2M
|
183K
$17.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-21.4K- 8.6% |
$1.63M - $2.02M
|
228K
$22.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 52.34% |
$1.64M - $2.03M
|
19.7K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-21.6K- 32.04% |
$1.64M - $2.03M
|
45.8K
$4.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-22K- 15.76% |
$1.68M - $2.07M
|
118K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-22.5K- 16.93% |
$1.71M - $2.12M
|
110K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-22.8K- 98.28% |
$1.74M - $2.15M
|
400
$38.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23.4K- 23.59% |
$1.78M - $2.2M
|
75.7K
$7.36M
|