Purchases and Sales Made in Q1 2023 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 2023. 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
Apr 11, 2023 Q1 2023
Summit Financial Group, Inc.

BUY
 -
1.17K
+ 5.54%
$89.7K - $108K
22.2K $1.87M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
1.15K
+ 6.24%
$88.5K - $107K
19.6K $1.65M
Apr 14, 2023 Q1 2023
Washburn Capital Management, Inc.

BUY
 -
1.14K
+ 3.18%
$87.4K - $106K
36.9K $3.1M
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
1.13K
+ 8.09%
$87K - $105K
15.1K $1.27M
Apr 20, 2023 Q1 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
1.12K
+ 7.4%
$85.8K - $104K
16.2K $1.36M
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
1.11K
+ 75.36%
$85.7K - $104K
2.59K $218K
May 12, 2023 Q1 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
1.11K
+ 3706.67%
$85.6K - $104K
1.14K $96.1K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
1.11K
+ 16.04%
$85.4K - $103K
8.02K $675K
May 11, 2023 Q1 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
1.1K
+ 14.29%
$84.7K - $102K
8.8K $741K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
1.1K
+ 4.95%
$84.6K - $102K
23.3K $1.96M
May 12, 2023 Q1 2023
Quantbot Technologies LP

New York, NY
BUY
 -
1.1K
New
$84.3K - $102K
1.1K $92.2K
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
1.09K
+ 29.1%
$84.1K - $102K
4.85K $408K
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
1.08K
+ 39.06%
$83.1K - $101K
3.85K $324K
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
1.08K
+ 31.74%
$82.7K - $100K
4.46K $376K
May 08, 2023 Q1 2023
Pekin Hardy Strauss, Inc.

BUY
 -
1.07K
+ 1.8%
$82.1K - $99.3K
60.4K $5.08M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.06K
+ 12.62%
$81.4K - $98.4K
9.43K $794K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
1.05K
New
$81K - $98K
1.05K $88.5K
May 02, 2023 Q1 2023
Evolution Wealth Advisors, LLC

BUY
 -
1.03K
+ 1.07%
$79.4K - $96K
97K $8.16M
May 08, 2023 Q1 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.02K
+ 1.17%
$78.3K - $94.7K
87.9K $7.4M
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
1.01K
+ 16.24%
$78K - $94.4K
7.26K $611K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.01K
+ 10.7%
$77.8K - $94.1K
10.5K $880K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.01K
+ 25.85%
$77.7K - $94K
4.92K $414K
May 12, 2023 Q1 2023
Main Management LLC

San Francisco, CA
BUY
 -
1K
+ 5.48%
$77K - $93.1K
19.2K $1.62M
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
995
+ 0.63%
$76.6K - $92.6K
158K $13.3M
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
984
+ 3.63%
$75.7K - $91.6K
28.1K $2.37M
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
982
+ 3.8%
$75.6K - $91.4K
26.8K $2.26M
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
981
+ 30.33%
$75.5K - $91.3K
4.22K $355K
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
961
+ 15.79%
$74K - $89.5K
7.05K $593K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
960
+ 8.06%
$73.9K - $89.4K
12.9K $1.08M
May 16, 2023 Q1 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
950
+ 18.59%
$73.1K - $88.5K
6.06K $510K
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
946
+ 5.06%
$72.8K - $88.1K
19.6K $1.65M
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
944
+ 7.33%
$72.7K - $87.9K
13.8K $1.16M
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
943
New
$72.6K - $87.8K
943 $79.4K
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
901
+ 8.32%
$69.3K - $83.9K
11.7K $988K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
900
+ 21.43%
$69.3K - $83.8K
5.1K $429K
May 12, 2023 Q1 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
900
New
$69.3K - $83.8K
900 $75.8K
Apr 18, 2023 Q1 2023
Donald L. Hagan, LLC

BUY
 -
897
+ 10.65%
$69K - $83.5K
9.32K $784K
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
893
+ 33.01%
$68.7K - $83.1K
3.6K $303K
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
889
+ 9.8%
$68.4K - $82.8K
9.96K $838K
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
888
+ 0.7%
$68.3K - $82.7K
128K $10.8M
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
887
+ 118.27%
$68.3K - $82.6K
1.64K $138K
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
872
New
$67.1K - $81.2K
872 $73.4K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
871
+ 16.49%
$67K - $81.1K
6.15K $518K
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
870
+ 14.62%
$67K - $81K
6.82K $574K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
866
+ 10.56%
$66.7K - $80.6K
9.07K $763K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
865
+ 194.38%
$66.6K - $80.5K
1.31K $110K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
850
+ 173.47%
$65.4K - $79.1K
1.34K $113K
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
847
+ 2.23%
$65.2K - $78.9K
38.9K $3.27M
May 04, 2023 Q1 2023
Patron Partners, LLC

BUY
 -
847
+ 21.91%
$65.2K - $78.9K
4.71K $397K

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