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 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
18.2K+ 54.01% |
$1.39M - $1.72M
|
52K
$5.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
17.9KNew |
$1.36M - $1.69M
|
17.9K
$1.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
17.7KNew |
$1.35M - $1.67M
|
17.7K
$1.72M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17.6K+ 57.82% |
$1.34M - $1.65M
|
48K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
17.4KNew |
$1.33M - $1.64M
|
17.4K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.3K+ 38.74% |
$1.32M - $1.63M
|
61.9K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
17.3KNew |
$1.31M - $1.62M
|
17.3K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
17.2KNew |
$1.31M - $1.62M
|
17.2K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$1.3M - $1.61M
|
17.1K
$1.66M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
17.1KNew |
$1.3M - $1.61M
|
17.1K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17K+ 238.98% |
$1.29M - $1.6M
|
24.1K
$2.34M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.9K+ 12.0% |
$1.28M - $1.59M
|
158K
$15.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
16.6K+ 369.11% |
$1.27M - $1.57M
|
21.2K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.6K+ 25.92% |
$1.26M - $1.56M
|
80.7K
$7.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.6K+ 10.61% |
$1.26M - $1.56M
|
173K
$16.8M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
16.2K+ 149.03% |
$1.24M - $1.53M
|
27.1K
$2.64M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
16.2K+ 53.62% |
$1.23M - $1.52M
|
46.4K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
16.2K+ 2.84% |
$1.23M - $1.52M
|
585K
$56.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 5.42% |
$1.21M - $1.49M
|
308K
$30M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15.8K+ 20.03% |
$1.2M - $1.49M
|
94.7K
$9.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
15.8K+ 47.28% |
$1.2M - $1.49M
|
49.2K
$4.78M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
15.4KNew |
$1.17M - $1.45M
|
15.4K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
15.2KNew |
$1.16M - $1.43M
|
15.2K
$1.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
15.1KNew |
$1.15M - $1.42M
|
15.1K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
15.1KNew |
$1.15M - $1.42M
|
15.1K
$1.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.9KNew |
$1.14M - $1.4M
|
14.9K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 5071.67% |
$1.13M - $1.4M
|
15.2K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
14.8K+ 25.47% |
$1.13M - $1.4M
|
73.1K
$7.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
14.7K+ 94.54% |
$1.12M - $1.38M
|
30.2K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.6K+ 24.96% |
$1.11M - $1.38M
|
73.2K
$7.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14.4KNew |
$1.09M - $1.35M
|
14.4K
$1.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
14.3K+ 8.82% |
$1.09M - $1.34M
|
176K
$17.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
14K+ 13.82% |
$1.07M - $1.32M
|
116K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14KNew |
$1.07M - $1.32M
|
14K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
14K+ 57.13% |
$1.06M - $1.31M
|
38.4K
$3.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.9K+ 38.11% |
$1.06M - $1.31M
|
50.5K
$4.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
13.9K+ 220.44% |
$1.06M - $1.31M
|
20.3K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
13.9K+ 8.19% |
$1.06M - $1.31M
|
184K
$17.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
13.9K+ 15.18% |
$1.06M - $1.31M
|
106K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
13.8K+ 114.64% |
$1.05M - $1.3M
|
25.8K
$2.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
13.5KNew |
$1.03M - $1.27M
|
13.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
13.5K+ 20.21% |
$1.03M - $1.27M
|
80.1K
$7.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.5K+ 223.6% |
$1.02M - $1.27M
|
19.5K
$1.89M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 13.16% |
$1.02M - $1.27M
|
116K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.01M - $1.25M
|
13.3K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
13.3K+ 192.79% |
$1.01M - $1.25M
|
20.2K
$1.96M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13K+ 160.64% |
$992K - $1.23M
|
21.1K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
12.6KNew |
$961K - $1.19M
|
12.6K
$1.23M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
12.6KNew |
$956K - $1.18M
|
12.6K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
12.5KNew |
$948K - $1.17M
|
12.5K
$1.21M
|