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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.16% |
$3K - $3.63K
|
3.32K
$280K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-42- 10.0% |
$3.23K - $3.91K
|
378
$31.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-47- 0.35% |
$3.62K - $4.38K
|
13.6K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-47- 0.88% |
$3.62K - $4.38K
|
5.28K
$445K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-49- 1.64% |
$3.77K - $4.56K
|
2.95K
$248K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-50- 1.01% |
$3.85K - $4.66K
|
4.9K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-53- 0.59% |
$4.08K - $4.93K
|
8.89K
$748K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-53- 2.13% |
$4.08K - $4.93K
|
2.44K
$205K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-54- 0.52% |
$4.16K - $5.03K
|
10.3K
$864K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-55- 15.94% |
$4.23K - $5.12K
|
290
$24.4K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-55- 0.98% |
$4.23K - $5.12K
|
5.54K
$466K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-57- 1.84% |
$4.39K - $5.31K
|
3.05K
$256K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-58- 1.2% |
$4.46K - $5.4K
|
4.76K
$401K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-61- 1.6% |
$4.7K - $5.68K
|
3.75K
$316K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-62- 31.31% |
$4.77K - $5.77K
|
136
$11.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-64- 1.13% |
$4.93K - $5.96K
|
5.59K
$471K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-65- 10.83% |
$5K - $6.05K
|
535
$45K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-70- 0.79% |
$5.39K - $6.52K
|
8.79K
$740K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72- 2.82% |
$5.54K - $6.7K
|
2.48K
$209K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-75- 1.72% |
$5.77K - $6.98K
|
4.29K
$361K
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-77- 1.72% |
$5.93K - $7.17K
|
4.4K
$370K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-77- 0.72% |
$5.93K - $7.17K
|
10.6K
$892K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-79- 0.45% |
$6.08K - $7.36K
|
17.3K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 4.19% |
$6.16K - $7.45K
|
1.83K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-80- 0.23% |
$6.16K - $7.45K
|
35K
$2.94M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 3.91% |
$6.16K - $7.45K
|
1.97K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-82- 1.68% |
$6.31K - $7.64K
|
4.8K
$404K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-84- 66.67% |
$6.47K - $7.82K
|
42
$3.54K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-84- 0.17% |
$6.47K - $7.82K
|
49.6K
$4.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-85- 0.37% |
$6.54K - $7.91K
|
22.9K
$1.93M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-86- 0.91% |
$6.62K - $8.01K
|
9.35K
$787K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-86- 10.6% |
$6.62K - $8.01K
|
725
$61K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-89- 3.51% |
$6.85K - $8.29K
|
2.45K
$206K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-90- 0.99% |
$6.93K - $8.38K
|
8.98K
$755K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-91- 3.44% |
$7K - $8.47K
|
2.56K
$215K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-91- 2.21% |
$7K - $8.47K
|
4.03K
$339K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-94- 64.83% |
$7.24K - $8.75K
|
51
$4.29K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-96- 1.84% |
$7.39K - $8.94K
|
5.13K
$432K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-99- 2.85% |
$7.62K - $9.22K
|
3.37K
$284K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-100- 31.75% |
$7.7K - $9.31K
|
215
$18.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-100- 1.2% |
$7.7K - $9.31K
|
8.26K
$695K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-100- 6.62% |
$7.7K - $9.31K
|
1.41K
$119K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100- 1.05% |
$7.7K - $9.31K
|
9.43K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 14.29% |
$7.7K - $9.31K
|
600
$50.5K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-100- 18.18% |
$7.7K - $9.31K
|
450
$37.9K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.47% |
$7.7K - $9.31K
|
2.79K
$234K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-104- 0.75% |
$8K - $9.68K
|
13.8K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-105- 1.69% |
$8.08K - $9.78K
|
6.12K
$515K
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-108- 2.02% |
$8.31K - $10.1K
|
5.24K
$441K
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-110- 0.25% |
$8.47K - $10.2K
|
43.5K
$3.66M
|