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 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.5K+ 1247.9% |
$948K - $1.17M
|
13.5K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
12.4K+ 8.37% |
$943K - $1.17M
|
160K
$15.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.3K+ 48.64% |
$938K - $1.16M
|
37.7K
$3.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.3K+ 5.47% |
$933K - $1.15M
|
236K
$23M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
12.2KNew |
$928K - $1.15M
|
12.2K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
12.2K+ 33.47% |
$925K - $1.14M
|
48.5K
$4.72M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.1K+ 11.32% |
$919K - $1.14M
|
119K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
12KNew |
$912K - $1.13M
|
12K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
12KNew |
$911K - $1.13M
|
12K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.8K+ 4.04% |
$898K - $1.11M
|
304K
$29.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
11.8K+ 8.23% |
$896K - $1.11M
|
155K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$896K - $1.11M
|
11.8K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
11.5K+ 10.04% |
$874K - $1.08M
|
126K
$12.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.5K+ 7.22% |
$873K - $1.08M
|
170K
$16.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$867K - $1.07M
|
11.4K
$1.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11.3K+ 432.66% |
$863K - $1.07M
|
14K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.3K+ 9.2% |
$861K - $1.07M
|
134K
$13.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11.3K+ 47.7% |
$860K - $1.06M
|
35K
$3.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11.3KNew |
$858K - $1.06M
|
11.3K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.2K+ 1.5% |
$855K - $1.06M
|
762K
$74.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.2K+ 102.23% |
$854K - $1.06M
|
22.2K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11.2KNew |
$849K - $1.05M
|
11.2K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 3.83% |
$844K - $1.04M
|
300K
$29.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
$825K - $1.02M
|
10.8K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.8K+ 16.2% |
$822K - $1.02M
|
77.5K
$7.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
10.7KNew |
$813K - $1.01M
|
10.7K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7K+ 50.72% |
$811K - $1M
|
31.7K
$3.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10.6K+ 3.04% |
$810K - $1M
|
361K
$35.1M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
10.6K+ 54.71% |
$806K - $997K
|
30K
$2.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5K+ 13.8% |
$797K - $985K
|
86.4K
$8.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10.3K+ 5.59% |
$783K - $968K
|
194K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.3KNew |
$781K - $966K
|
10.3K
$999K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10.3K+ 570.28% |
$781K - $966K
|
12.1K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.1K+ 3.48% |
$766K - $948K
|
300K
$29.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
9.99KNew |
$760K - $940K
|
9.99K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
9.93K+ 3.45% |
$756K - $934K
|
297K
$28.9M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9.82KNew |
$748K - $924K
|
9.82K
$956K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
9.79KNew |
$745K - $921K
|
9.79K
$952K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
9.79KNew |
$745K - $921K
|
9.79K
$952K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
9.72KNew |
$740K - $915K
|
9.72K
$946K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.69KNew |
$737K - $911K
|
9.69K
$942K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.59K+ 15.83% |
$730K - $902K
|
70.2K
$6.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
9.56K+ 90.31% |
$728K - $900K
|
20.2K
$1.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
9.49K+ 9.23% |
$722K - $893K
|
112K
$10.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
9.39K+ 27.42% |
$714K - $883K
|
43.6K
$4.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.17K+ 125.39% |
$697K - $862K
|
16.5K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
9.03K+ 40.13% |
$687K - $850K
|
31.5K
$3.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.89K+ 65.99% |
$676K - $836K
|
22.4K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
8.89KNew |
$676K - $836K
|
8.89K
$864K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
8.84KNew |
$673K - $832K
|
8.84K
$860K
|