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
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-334Closed |
$25.7K - $31.1K
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-336- 2.86% |
$25.9K - $31.3K
|
11.4K
$960K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-338- 0.88% |
$26K - $31.5K
|
38.1K
$3.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-340- 1.05% |
$26.2K - $31.7K
|
32.2K
$2.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-348- 1.65% |
$26.8K - $32.4K
|
20.8K
$1.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-350- 11.06% |
$26.9K - $32.6K
|
2.82K
$237K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-353- 1.0% |
$27.2K - $32.9K
|
35.1K
$2.96M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-354- 10.56% |
$27.2K - $33K
|
3K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-357- 2.66% |
$27.5K - $33.2K
|
13K
$1.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-362- 1.56% |
$27.9K - $33.7K
|
22.8K
$1.92M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-365- 1.68% |
$28.1K - $34K
|
21.4K
$1.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-372- 6.43% |
$28.6K - $34.6K
|
5.41K
$455K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-372- 71.95% |
$28.6K - $34.6K
|
145
$12.2K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-374- 0.13% |
$28.8K - $34.8K
|
297K
$25M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-378- 5.34% |
$29.1K - $35.2K
|
6.7K
$564K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-385- 11.26% |
$29.6K - $35.8K
|
3.03K
$255K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-394- 5.16% |
$30.3K - $36.7K
|
7.24K
$609K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-394- 3.7% |
$30.3K - $36.7K
|
10.3K
$864K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-407- 11.5% |
$31.3K - $37.9K
|
3.13K
$264K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-407- 6.17% |
$31.3K - $37.9K
|
6.19K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-410- 2.08% |
$31.6K - $38.2K
|
19.3K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-411- 8.51% |
$31.6K - $38.3K
|
4.42K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-415- 3.6% |
$31.9K - $38.6K
|
11.1K
$936K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-419- 2.35% |
$32.3K - $39K
|
17.4K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-425- 5.52% |
$32.7K - $39.6K
|
7.27K
$612K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-430- 11.01% |
$33.1K - $40K
|
3.48K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-432- 60.17% |
$33.3K - $40.2K
|
286
$24.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-435- 9.01% |
$33.5K - $40.5K
|
4.39K
$370K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-438- 1.13% |
$33.7K - $40.8K
|
38.4K
$3.23M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-450- 1.82% |
$34.6K - $41.9K
|
24.2K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-450- 2.87% |
$34.6K - $41.9K
|
15.3K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-451- 5.37% |
$34.7K - $42K
|
7.94K
$669K
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-457- 2.86% |
$35.2K - $42.6K
|
15.5K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-458- 1.31% |
$35.3K - $42.6K
|
34.5K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-472- 2.26% |
$36.3K - $43.9K
|
20.4K
$1.72M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-474- 38.79% |
$36.5K - $44.1K
|
748
$63K
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-476- 3.43% |
$36.6K - $44.3K
|
13.4K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-477- 11.8% |
$36.7K - $44.4K
|
3.57K
$300K
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-486- 2.21% |
$37.4K - $45.3K
|
21.5K
$1.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-490- 0.84% |
$37.7K - $45.6K
|
57.8K
$4.86M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-491- 2.09% |
$37.8K - $45.7K
|
23K
$1.94M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-493- 2.21% |
$37.9K - $45.9K
|
21.9K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-494- 8.55% |
$38K - $46K
|
5.28K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-500- 7.86% |
$38.5K - $46.6K
|
5.86K
$493K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-502- 8.84% |
$38.6K - $46.7K
|
5.18K
$436K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-504- 12.51% |
$38.8K - $46.9K
|
3.53K
$297K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-506- 11.3% |
$38.9K - $47.1K
|
3.97K
$334K
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-506- 4.96% |
$38.9K - $47.1K
|
9.7K
$817K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-507- 1.58% |
$39K - $47.2K
|
31.6K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-511- 15.56% |
$39.3K - $47.6K
|
2.77K
$233K
|