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
|
X Square Capital, LLC
|
BUY
|
- |
29.2K+ 78.72% |
$2.22M - $2.75M
|
66.3K
$6.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.2K+ 48.83% |
$2.22M - $2.75M
|
88.9K
$8.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
29.1KNew |
$2.21M - $2.74M
|
29.1K
$2.83M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
28.9K+ 43.41% |
$2.2M - $2.72M
|
95.5K
$9.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
28.9K+ 9.59% |
$2.2M - $2.72M
|
330K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
28.1K+ 418.19% |
$2.14M - $2.64M
|
34.8K
$3.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.8K+ 16.39% |
$2.12M - $2.62M
|
197K
$19.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
27.5KNew |
$2.09M - $2.59M
|
27.5K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
26.6K+ 47.32% |
$2.02M - $2.5M
|
82.8K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
26.4KNew |
$2.01M - $2.48M
|
26.4K
$2.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.3K+ 20.42% |
$2M - $2.48M
|
155K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
26K+ 355.59% |
$1.98M - $2.45M
|
33.3K
$3.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
25.3K+ 334.45% |
$1.93M - $2.38M
|
32.9K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
25KNew |
$1.9M - $2.35M
|
25K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
25KNew |
$1.9M - $2.35M
|
25K
$2.43M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
24.9KNew |
$1.9M - $2.35M
|
24.9K
$2.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
24.9K+ 244.47% |
$1.89M - $2.34M
|
35K
$3.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
24.9KNew |
$1.89M - $2.34M
|
24.9K
$2.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
24.7KNew |
$1.88M - $2.33M
|
24.7K
$2.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
24.6K+ 32.32% |
$1.87M - $2.32M
|
101K
$9.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
24.6K+ 32.42% |
$1.87M - $2.32M
|
101K
$9.78M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
24.2K+ 1.15% |
$1.84M - $2.28M
|
2.13M
$208M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
24.2K+ 11.74% |
$1.84M - $2.27M
|
230K
$22.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
24.1KNew |
$1.83M - $2.26M
|
24.1K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
24KNew |
$1.83M - $2.26M
|
24K
$2.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
22.3KNew |
$1.7M - $2.1M
|
22.3K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
22.1K+ 44.8% |
$1.68M - $2.08M
|
71.4K
$6.95M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
22KNew |
$1.67M - $2.07M
|
22K
$2.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21.9KNew |
$1.67M - $2.06M
|
21.9K
$2.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
21.7K+ 23.37% |
$1.65M - $2.04M
|
115K
$11.1M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
21.6KNew |
$1.64M - $2.03M
|
21.6K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21.4KNew |
$1.62M - $2.01M
|
21.4K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
21.2K+ 104.69% |
$1.62M - $2M
|
41.5K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.2K+ 6.27% |
$1.61M - $1.99M
|
359K
$34.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
21.1K+ 12418.24% |
$1.61M - $1.99M
|
21.3K
$2.07M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
20.7KNew |
$1.57M - $1.95M
|
20.7K
$2.01M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
19.9K+ 27.11% |
$1.51M - $1.87M
|
93.3K
$9.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
19.8K+ 153.45% |
$1.51M - $1.86M
|
32.7K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
19.7KNew |
$1.5M - $1.85M
|
19.7K
$1.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
19.5K+ 237.1% |
$1.48M - $1.83M
|
27.7K
$2.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19.1K+ 1066.95% |
$1.45M - $1.8M
|
20.9K
$2.03M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
19.1KNew |
$1.45M - $1.8M
|
19.1K
$1.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
19.1KNew |
$1.45M - $1.79M
|
19.1K
$1.86M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9KNew |
$1.44M - $1.78M
|
18.9K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18.9K+ 49.17% |
$1.44M - $1.78M
|
57.3K
$5.57M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18.9K+ 49.17% |
$1.44M - $1.78M
|
57.3K
$5.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
18.9K+ 72.06% |
$1.44M - $1.77M
|
45K
$4.38M
|
|
|
Feb 16, 2023
Q4 2022
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
18.7KNew |
$1.42M - $1.76M
|
18.7K
$1.82M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
18.5K+ 20.79% |
$1.41M - $1.74M
|
108K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
18.3KNew |
$1.4M - $1.73M
|
18.3K
$1.78M
|