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 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
35+ 1.17% |
$2.69K - $3.26K
|
3.04K
$255K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
34+ 0.4% |
$2.62K - $3.17K
|
8.59K
$723K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
34+ 0.84% |
$2.62K - $3.17K
|
4.11K
$346K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
33+ 0.95% |
$2.54K - $3.07K
|
3.52K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 0.61% |
$2.31K - $2.79K
|
4.97K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
29+ 0.92% |
$2.23K - $2.7K
|
3.2K
$269K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
28+ 140.0% |
$2.16K - $2.61K
|
48
$4.04K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
28+ 0.5% |
$2.16K - $2.61K
|
5.66K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
27+ 2.45% |
$2.08K - $2.51K
|
1.13K
$95.2K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
27+ 0.97% |
$2.08K - $2.51K
|
2.81K
$236K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.54% |
$2K - $2.42K
|
4.8K
$404K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
26+ 1.04% |
$2K - $2.42K
|
2.52K
$212K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
26+ 0.57% |
$2K - $2.42K
|
4.59K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
23+ 0.06% |
$1.77K - $2.14K
|
38.8K
$3.27M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
21+ 0.83% |
$1.62K - $1.96K
|
2.55K
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
20+ 0.64% |
$1.54K - $1.86K
|
3.12K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
20+ 0.73% |
$1.54K - $1.86K
|
2.77K
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 22.62% |
$1.46K - $1.77K
|
103
$8.67K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
17+ 0.29% |
$1.31K - $1.58K
|
5.93K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17+ 0.12% |
$1.31K - $1.58K
|
14.2K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
16+ 0.22% |
$1.23K - $1.49K
|
7.45K
$627K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
16+ 7.27% |
$1.23K - $1.49K
|
236
$19.9K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.3% |
$1.15K - $1.4K
|
5.02K
$423K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
14+ 0.33% |
$1.08K - $1.3K
|
4.28K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
14New |
$1.08K - $1.3K
|
14
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
13+ 0.31% |
$1K - $1.21K
|
4.18K
$351K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9+ 0.14% |
$693 - $838
|
6.25K
$526K
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
8+ 0.24% |
$616 - $745
|
3.39K
$285K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 1.08% |
$539 - $652
|
653
$55K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 1.06% |
$539 - $652
|
666
$56.1K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.55% |
$539 - $652
|
1.27K
$107K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5+ 0.07% |
$385 - $466
|
6.81K
$574K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.82% |
$385 - $466
|
613
$51.6K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.04% |
$385 - $466
|
12.1K
$1.02M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
4+ 0.19% |
$308 - $372
|
2.08K
$175K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$308 - $372
|
3.28K
$276K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3New |
$231 - $279
|
3
$253
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.85% |
$231 - $279
|
355
$29.9K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3+ 0.1% |
$231 - $279
|
3.13K
$264K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3+ 0.02% |
$231 - $279
|
14.3K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.55% |
$231 - $279
|
553
$46.5K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3+ 0.03% |
$231 - $279
|
11.4K
$963K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.65% |
$154 - $186
|
123
$10.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 0.99% |
$154 - $186
|
204
$17.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.18% |
$154 - $186
|
1.14K
$95.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
2+ 1.29% |
$154 - $186
|
157
$13.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.14% |
$154 - $186
|
178
$15K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.04% |
$154 - $186
|
4.87K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 1.02% |
$154 - $186
|
198
$16.7K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$154 - $186
|
10.8K
$911K
|