Purchases and Sales Made in Q1 2023 in Energy Sector Spdr (XLE)
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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
96+ 0.74% |
$7.39K - $8.94K
|
13K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
96+ 2.22% |
$7.39K - $8.94K
|
4.43K
$374K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
95+ 0.32% |
$7.31K - $8.85K
|
29.4K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
95+ 1.05% |
$7.31K - $8.85K
|
9.12K
$771K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
94+ 2.35% |
$7.24K - $8.75K
|
4.1K
$346K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
94+ 12.24% |
$7.24K - $8.75K
|
862
$72.9K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
90+ 1.04% |
$6.93K - $8.38K
|
8.73K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
84New |
$6.47K - $7.82K
|
84
$7.1K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
82+ 1.91% |
$6.31K - $7.64K
|
4.37K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
81+ 3.88% |
$6.23K - $7.54K
|
2.17K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
78+ 0.13% |
$6K - $7.26K
|
58.7K
$4.97M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
77+ 6.37% |
$5.93K - $7.17K
|
1.29K
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
76+ 0.25% |
$5.85K - $7.08K
|
30.4K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
75+ 0.46% |
$5.77K - $6.98K
|
16.2K
$1.37M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
75+ 0.19% |
$5.77K - $6.98K
|
40.5K
$3.42M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
73+ 1.04% |
$5.62K - $6.8K
|
7.08K
$599K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
72+ 0.96% |
$5.54K - $6.7K
|
7.6K
$643K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
71+ 2.55% |
$5.46K - $6.61K
|
2.85K
$241K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
70+ 0.64% |
$5.39K - $6.52K
|
11K
$929K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
70+ 1.9% |
$5.39K - $6.52K
|
3.76K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
69+ 13.09% |
$5.31K - $6.42K
|
596
$50.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
69+ 17.42% |
$5.31K - $6.42K
|
465
$39.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
66+ 2.3% |
$5.08K - $6.15K
|
2.93K
$248K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
64New |
$4.93K - $5.96K
|
64
$5.41K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
60+ 0.66% |
$4.62K - $5.59K
|
9.17K
$775K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
58+ 0.43% |
$4.46K - $5.4K
|
13.6K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
58+ 1.69% |
$4.46K - $5.4K
|
3.49K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
58New |
$4.46K - $5.4K
|
58
$4.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
56+ 8.6% |
$4.31K - $5.21K
|
707
$59.8K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
56+ 0.51% |
$4.31K - $5.21K
|
11.1K
$940K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
55+ 0.17% |
$4.23K - $5.12K
|
31.8K
$2.69M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
55+ 1.72% |
$4.23K - $5.12K
|
3.25K
$275K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
54+ 0.46% |
$4.16K - $5.03K
|
11.8K
$999K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
52+ 3.93% |
$4K - $4.84K
|
1.38K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
51New |
$3.93K - $4.75K
|
51
$4.31K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
51+ 7.03% |
$3.93K - $4.75K
|
776
$65.6K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
50+ 0.45% |
$3.85K - $4.66K
|
11.1K
$939K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 0.65% |
$3.85K - $4.66K
|
7.8K
$659K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
50+ 1.35% |
$3.85K - $4.66K
|
3.75K
$317K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
46+ 0.97% |
$3.54K - $4.28K
|
4.79K
$405K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
46+ 1.03% |
$3.54K - $4.28K
|
4.5K
$380K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
43+ 0.98% |
$3.31K - $4K
|
4.42K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
43+ 0.43% |
$3.31K - $4K
|
10K
$849K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
43+ 1.25% |
$3.31K - $4K
|
3.5K
$296K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
42+ 0.24% |
$3.23K - $3.91K
|
17.5K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42+ 48.28% |
$3.23K - $3.91K
|
129
$10.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.96% |
$3.16K - $3.82K
|
4.31K
$364K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40+ 4.42% |
$3.08K - $3.72K
|
945
$79.9K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40+ 1.04% |
$3.08K - $3.72K
|
3.89K
$329K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 20.0% |
$2.92K - $3.54K
|
228
$19.3K
|