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
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.5K+ 2.68% |
$343K - $424K
|
172K
$16.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.49K+ 44.99% |
$342K - $422K
|
14.5K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.49K+ 53.35% |
$341K - $422K
|
12.9K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.48KNew |
$341K - $421K
|
4.48K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.45KNew |
$339K - $419K
|
4.45K
$424K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.44K+ 95.96% |
$338K - $418K
|
9.07K
$862K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.38KNew |
$333K - $412K
|
4.38K
$417K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.37K+ 26.18% |
$332K - $411K
|
21K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
4.34K+ 108.68% |
$331K - $409K
|
8.34K
$793K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.29K+ 5.06% |
$326K - $404K
|
89.1K
$8.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.26K+ 23.73% |
$324K - $401K
|
22.2K
$2.11M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
4.26KNew |
$324K - $401K
|
4.26K
$405K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
4.21K+ 4.76% |
$320K - $396K
|
92.6K
$8.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
4.2KNew |
$320K - $395K
|
4.2K
$399K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.18KNew |
$318K - $393K
|
4.18K
$398K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.18KNew |
$318K - $393K
|
4.18K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.18K+ 181.29% |
$318K - $393K
|
6.48K
$616K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
4.18KNew |
$318K - $393K
|
4.18K
$397K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.17KNew |
$317K - $392K
|
4.17K
$396K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.16K+ 60.27% |
$316K - $391K
|
11K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.13K+ 16.94% |
$314K - $388K
|
28.5K
$2.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.12K+ 2.86% |
$314K - $388K
|
148K
$14.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.12KNew |
$313K - $388K
|
4.12K
$392K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.07K+ 56.25% |
$310K - $383K
|
11.3K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.06K+ 42.36% |
$309K - $381K
|
13.6K
$1.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4KNew |
$305K - $377K
|
4K
$381K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.99KNew |
$303K - $375K
|
3.99K
$379K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
3.98KNew |
$303K - $374K
|
3.98K
$379K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.96KNew |
$302K - $373K
|
3.96K
$377K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.95K+ 5.29% |
$300K - $371K
|
78.6K
$7.48M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
3.92K+ 13.0% |
$298K - $368K
|
34K
$3.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.85K+ 42.36% |
$293K - $362K
|
12.9K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
3.83K+ 12.22% |
$291K - $360K
|
35.1K
$3.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.76K+ 31.85% |
$286K - $353K
|
15.5K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.73K+ 5.06% |
$284K - $351K
|
77.4K
$7.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.63K+ 0.49% |
$276K - $341K
|
750K
$71.4M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.62K+ 33.29% |
$276K - $341K
|
14.5K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.6K+ 10.64% |
$274K - $338K
|
37.4K
$3.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.55K+ 5.84% |
$270K - $334K
|
64.4K
$6.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.54K+ 13.99% |
$270K - $333K
|
28.9K
$2.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.5KNew |
$266K - $329K
|
3.5K
$333K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.47KNew |
$264K - $327K
|
3.47K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.45KNew |
$263K - $325K
|
3.45K
$328K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.45K+ 22.19% |
$263K - $325K
|
19K
$1.81M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
3.43KNew |
$261K - $323K
|
3.43K
$327K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.43K+ 30.1% |
$261K - $323K
|
14.8K
$1.41M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
3.42K+ 72.54% |
$261K - $322K
|
8.14K
$775K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.42KNew |
$260K - $322K
|
3.42K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.41K+ 1.92% |
$260K - $321K
|
181K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
3.4K+ 156.94% |
$259K - $320K
|
5.57K
$530K
|