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 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-525- 4.02% |
$40.4K - $48.9K
|
12.5K
$1.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-538- 15.43% |
$41.4K - $50.1K
|
2.95K
$248K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-553- 2.98% |
$42.6K - $51.5K
|
18K
$1.52M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-559- 3.65% |
$43K - $52K
|
14.8K
$1.24M
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-560- 65.96% |
$43.1K - $52.1K
|
289
$24.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-562- 9.27% |
$43.3K - $52.3K
|
5.5K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-562- 2.78% |
$43.3K - $52.3K
|
19.7K
$1.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-563- 1.54% |
$43.3K - $52.4K
|
36K
$3.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-574- 18.4% |
$44.2K - $53.4K
|
2.55K
$214K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-574- 0.79% |
$44.2K - $53.4K
|
72.2K
$6.08M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-575- 4.26% |
$44.3K - $53.5K
|
12.9K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-581- 1.45% |
$44.7K - $54.1K
|
39.6K
$3.33M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-595- 3.44% |
$45.8K - $55.4K
|
16.7K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-616- 12.77% |
$47.4K - $57.4K
|
4.21K
$354K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-618- 20.59% |
$47.6K - $57.5K
|
2.38K
$201K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-626- 10.61% |
$48.2K - $58.3K
|
5.28K
$444K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-632- 7.58% |
$48.6K - $58.8K
|
7.71K
$649K
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-632- 17.81% |
$48.6K - $58.8K
|
2.92K
$246K
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-638- 6.28% |
$49.1K - $59.4K
|
9.52K
$801K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-642- 13.9% |
$49.4K - $59.8K
|
3.98K
$335K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-651- 0.58% |
$50.1K - $60.6K
|
112K
$9.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-654- 7.06% |
$50.3K - $60.9K
|
8.62K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-656- 12.41% |
$50.5K - $61.1K
|
4.63K
$390K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-659- 48.71% |
$50.7K - $61.4K
|
694
$58.4K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-660- 3.66% |
$50.8K - $61.5K
|
17.4K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-661- 11.48% |
$50.9K - $61.5K
|
5.1K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-669- 3.57% |
$51.5K - $62.3K
|
18.1K
$1.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-670- 1.05% |
$51.6K - $62.4K
|
63.2K
$5.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-675- 14.25% |
$52K - $62.8K
|
4.06K
$342K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-686- 19.66% |
$52.8K - $63.9K
|
2.8K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-687- 10.79% |
$52.9K - $64K
|
5.68K
$478K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-690- 15.48% |
$53.1K - $64.2K
|
3.77K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-705- 3.6% |
$54.3K - $65.6K
|
18.9K
$1.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-710- 11.34% |
$54.6K - $66.1K
|
5.55K
$467K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-715- 7.0% |
$55K - $66.6K
|
9.5K
$800K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-715- 13.86% |
$55K - $66.6K
|
4.44K
$374K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-716- 1.97% |
$55.1K - $66.7K
|
35.5K
$2.99M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-723- 68.34% |
$55.6K - $67.3K
|
335
$28.2K
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-734- 14.05% |
$56.5K - $68.3K
|
4.49K
$378K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-751- 3.19% |
$57.8K - $69.9K
|
22.8K
$1.92M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-772- 40.7% |
$59.4K - $71.9K
|
1.13K
$94.7K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-784- 0.78% |
$60.3K - $73K
|
100K
$8.42M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-790- 15.41% |
$60.8K - $73.6K
|
4.34K
$365K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-793- 32.92% |
$61K - $73.8K
|
1.62K
$136K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-808- 24.86% |
$62.2K - $75.2K
|
2.44K
$206K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-814- 10.44% |
$62.7K - $75.8K
|
6.99K
$588K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-820- 19.54% |
$63.1K - $76.4K
|
3.38K
$284K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-821- 20.59% |
$63.2K - $76.4K
|
3.17K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-822- 19.73% |
$63.3K - $76.5K
|
3.34K
$281K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-822- 19.73% |
$63.3K - $76.5K
|
3.34K
$281K
|