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 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$77 - $93.1
|
3.23K
$272K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$77 - $93.1
|
292
$24.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$77 - $93.1
|
4.6K
$387K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.52% |
$77 - $93.1
|
67
$5.64K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1+ 0.0% |
$77 - $93.1
|
35.2K
$2.96M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$77 - $93.1
|
775
$65.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$77 - $93.1
|
1K
$84.2K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1+ 0.0% |
$77 - $93.1
|
66.2K
$5.57M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.35% |
$77 - $93.1
|
286
$24.1K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$77 - $93.1
|
7.61K
$641K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.04% |
$77 - $93.1
|
2.48K
$209K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$77 - $93.1
|
640
$53.9K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$77 - $93.1
|
2.85K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.02% |
$77 - $93.1
|
6.12K
$515K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.38% |
$77 - $93.1
|
263
$22.1K
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$77 - $93.1
|
4.31K
$362K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.05% |
$77 - $93.1
|
1.85K
$156K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.79% |
$77 - $93.1
|
127
$10.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1- 0.02% |
$77 - $93.1
|
4.72K
$397K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 4.55% |
$154 - $186
|
42
$3.54K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2- 0.07% |
$154 - $186
|
2.87K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$154 - $186
|
18.7K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 30.0% |
$231 - $279
|
7
$589
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-5- 0.06% |
$385 - $466
|
9.04K
$761K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-5- 0.08% |
$385 - $466
|
6.45K
$543K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-9- 0.03% |
$693 - $838
|
26.6K
$2.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-10- 0.21% |
$770 - $931
|
4.78K
$402K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10- 0.04% |
$770 - $931
|
27.2K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10- 0.93% |
$770 - $931
|
1.06K
$89.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-11- 0.29% |
$847 - $1.02K
|
3.74K
$314K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-12- 0.01% |
$924 - $1.12K
|
137K
$11.5M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12- 0.23% |
$924 - $1.12K
|
5.15K
$433K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-13- 2.09% |
$1K - $1.21K
|
609
$51.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-17- 21.79% |
$1.31K - $1.58K
|
61
$5.13K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-18- 0.56% |
$1.39K - $1.68K
|
3.21K
$270K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-18- 0.78% |
$1.39K - $1.68K
|
2.29K
$193K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-19- 0.15% |
$1.46K - $1.77K
|
12.7K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-19- 0.26% |
$1.46K - $1.77K
|
7.37K
$621K
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-19- 0.09% |
$1.46K - $1.77K
|
22.1K
$1.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-20- 0.13% |
$1.54K - $1.86K
|
15.4K
$1.3M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 1.2% |
$1.54K - $1.86K
|
1.65K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-25- 0.05% |
$1.92K - $2.33K
|
53.2K
$4.48M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-25- 0.43% |
$1.92K - $2.33K
|
5.76K
$485K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-26- 0.74% |
$2K - $2.42K
|
3.47K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-29- 0.19% |
$2.23K - $2.7K
|
15K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-35- 0.11% |
$2.69K - $3.26K
|
32.2K
$2.71M
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-36- 0.09% |
$2.77K - $3.35K
|
38.6K
$3.25M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-36- 0.32% |
$2.77K - $3.35K
|
11.2K
$946K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-36- 0.08% |
$2.77K - $3.35K
|
46.5K
$3.92M
|