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 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
492
+ 1.82%
$37.9K - $45.8K
27.6K $2.32M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
489
+ 28.12%
$37.6K - $45.5K
2.23K $188K
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
487
+ 10.59%
$37.5K - $45.3K
5.09K $428K
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
485
+ 19.96%
$37.3K - $45.2K
2.92K $245K
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
479
+ 0.18%
$36.9K - $44.6K
260K $21.9M
Apr 13, 2023 Q1 2023
Act Wealth Management, LLC

BUY
 -
477
+ 0.75%
$36.7K - $44.4K
64.1K $5.4M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
462
+ 4.95%
$35.6K - $43K
9.8K $825K
May 11, 2023 Q1 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
451
+ 209.77%
$34.7K - $42K
666 $56.1K
Apr 11, 2023 Q1 2023
Cedar Mountain Advisors, LLC

BUY
 -
450
New
$34.6K - $41.9K
450 $37.9K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
450
+ 3.41%
$34.6K - $41.9K
13.7K $1.15M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
449
New
$34.6K - $41.8K
449 $37.8K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
446
New
$34.3K - $41.5K
446 $37.5K
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
440
+ 2.07%
$33.9K - $41K
21.7K $1.83M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
435
+ 20.89%
$33.5K - $40.5K
2.52K $212K
Apr 27, 2023 Q1 2023
Goelzer Investment Management, Inc.

BUY
 -
423
+ 4.04%
$32.6K - $39.4K
10.9K $917K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
418
+ 14.66%
$32.2K - $38.9K
3.27K $275K
May 11, 2023 Q1 2023
Abbrea Capital, LLC

BUY
 -
414
+ 2.42%
$31.9K - $38.5K
17.5K $1.47M
Apr 04, 2023 Q1 2023
Private Asset Management Inc

BUY
 -
413
+ 9.8%
$31.8K - $38.5K
4.63K $389K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
412
+ 6.29%
$31.7K - $38.4K
6.96K $586K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
404
+ 1.95%
$31.1K - $37.6K
21.2K $1.78M
May 11, 2023 Q1 2023
M&T Bank Corp

BUY
 -
399
+ 0.5%
$30.7K - $37.2K
80.5K $6.78M
May 04, 2023 Q1 2023
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
391
+ 0.51%
$30.1K - $36.4K
76.6K $6.45M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
387
+ 7.61%
$29.8K - $36K
5.47K $461K
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
380
+ 5.85%
$29.2K - $35.4K
6.87K $579K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
379
+ 7.41%
$29.2K - $35.3K
5.49K $462K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
378
+ 1.26%
$29.1K - $35.2K
30.4K $2.56M
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
376
+ 1.38%
$28.9K - $35K
27.7K $2.33M
May 11, 2023 Q1 2023
Mmbg Investment Advisors Co.

BUY
 -
375
+ 0.83%
$28.9K - $34.9K
45.6K $3.84M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
374
New
$28.8K - $34.8K
374 $31.5K
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
372
+ 0.65%
$28.6K - $34.6K
57.9K $4.87M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
368
+ 1.66%
$28.3K - $34.3K
22.6K $1.9M
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
367
+ 3.78%
$28.2K - $34.2K
10.1K $849K
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
362
+ 0.1%
$27.9K - $33.7K
361K $30.4M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
362
+ 3.93%
$27.9K - $33.7K
9.57K $806K
May 09, 2023 Q1 2023
Ami Investment Management Inc

Kendallville, IN
BUY
 -
361
+ 0.51%
$27.8K - $33.6K
70.8K $5.96M
May 11, 2023 Q1 2023
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
361
+ 6.22%
$27.8K - $33.6K
6.17K $519K
Apr 24, 2023 Q1 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
359
+ 6.92%
$27.6K - $33.4K
5.54K $467K
May 12, 2023 Q1 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
357
+ 3.8%
$27.5K - $33.2K
9.76K $822K
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
349
+ 0.46%
$26.9K - $32.5K
76K $6.4M
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
348
+ 5.59%
$26.8K - $32.4K
6.58K $554K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
347
+ 5.27%
$26.7K - $32.3K
6.94K $584K
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
343
+ 8.84%
$26.4K - $31.9K
4.23K $356K
May 10, 2023 Q1 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
334
+ 2.65%
$25.7K - $31.1K
13K $1.09M
May 02, 2023 Q1 2023
Magnolia Capital Management LTD

BUY
 -
330
+ 7.58%
$25.4K - $30.7K
4.69K $394K
May 05, 2023 Q1 2023
Wealth Advisors, Inc.

BUY
 -
328
+ 2.78%
$25.2K - $30.5K
12.1K $1.02M
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
327
+ 86.74%
$25.2K - $30.4K
704 $59.3K
May 11, 2023 Q1 2023
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
327
+ 0.33%
$25.2K - $30.4K
98K $8.25M
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
326
+ 3.21%
$25.1K - $30.4K
10.5K $883K
Apr 18, 2023 Q1 2023
Community Trust & Investment CO

BUY
 -
324
+ 3.61%
$24.9K - $30.2K
9.3K $783K

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