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 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-825- 17.35% |
$63.5K - $76.8K
|
3.93K
$331K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-826- 4.72% |
$63.6K - $76.9K
|
16.7K
$1.4M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-838- 17.99% |
$64.5K - $78K
|
3.82K
$322K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-839- 8.17% |
$64.6K - $78.1K
|
9.43K
$793K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-852- 13.84% |
$65.6K - $79.3K
|
5.31K
$447K
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-856- 7.44% |
$65.9K - $79.7K
|
10.7K
$896K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-858- 0.56% |
$66K - $79.9K
|
152K
$12.8M
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-859- 3.15% |
$66.1K - $80K
|
26.4K
$2.22M
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-859- 0.47% |
$66.1K - $80K
|
183K
$15.4M
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-867- 11.21% |
$66.7K - $80.7K
|
6.86K
$578K
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-892- 9.12% |
$68.7K - $83.1K
|
8.89K
$749K
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-912- 7.07% |
$70.2K - $84.9K
|
12K
$1.01M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-914- 3.68% |
$70.4K - $85.1K
|
24K
$2.02M
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-925- 17.62% |
$71.2K - $86.1K
|
4.33K
$364K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-945- 8.3% |
$72.7K - $88K
|
10.4K
$878K
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-958- 5.01% |
$73.7K - $89.2K
|
18.2K
$1.53M
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-976- 5.63% |
$75.1K - $90.9K
|
16.3K
$1.38M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-993- 3.34% |
$76.4K - $92.5K
|
28.8K
$2.42M
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-1K- 13.48% |
$77K - $93.1K
|
6.42K
$540K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1K- 23.94% |
$77K - $93.1K
|
3.18K
$267K
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1K- 75.47% |
$77K - $93.1K
|
325
$27.4K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.01K- 7.82% |
$77.4K - $93.6K
|
11.9K
$998K
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.01K- 16.76% |
$77.4K - $93.6K
|
4.99K
$420K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.01K- 5.63% |
$77.8K - $94.1K
|
16.9K
$1.43M
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.01K- 10.89% |
$77.9K - $94.2K
|
8.28K
$697K
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.01K- 1.32% |
$77.9K - $94.2K
|
75.7K
$6.37M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.02K- 7.9% |
$78.4K - $94.9K
|
11.9K
$1M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.02K- 7.3% |
$78.7K - $95.2K
|
13K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.04K- 40.35% |
$80.1K - $96.9K
|
1.54K
$130K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.05K- 33.84% |
$80.8K - $97.8K
|
2.05K
$173K
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.07K- 1.12% |
$82.1K - $99.3K
|
94.1K
$7.92M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.08K- 3.42% |
$83.3K - $101K
|
30.6K
$2.58M
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.1K- 9.38% |
$84.8K - $103K
|
10.6K
$896K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.39% |
$85.4K - $103K
|
19.5K
$1.64M
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.12K- 30.56% |
$85.8K - $104K
|
2.53K
$213K
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.14K- 12.84% |
$88K - $106K
|
7.76K
$653K
|
|
May 15, 2023
Q1 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 6.43% |
$89K - $108K
|
16.8K
$1.42M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.17K- 10.62% |
$89.9K - $109K
|
9.84K
$828K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 6.22% |
$90.7K - $110K
|
17.7K
$1.49M
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.21K- 4.0% |
$92.9K - $112K
|
28.9K
$2.44M
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.21K- 12.36% |
$93.1K - $113K
|
8.57K
$721K
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.26K- 27.57% |
$96.8K - $117K
|
3.3K
$278K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.26K- 4.63% |
$97.3K - $118K
|
26K
$2.19M
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 8.47% |
$98.9K - $120K
|
13.9K
$1.17M
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.3K- 10.69% |
$99.7K - $121K
|
10.8K
$910K
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 33.0% |
$101K - $122K
|
2.66K
$224K
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.32K- 33.43% |
$101K - $123K
|
2.63K
$221K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.33K- 24.75% |
$102K - $124K
|
4.04K
$340K
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.34K- 2.07% |
$103K - $125K
|
63.3K
$5.33M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1.34K- 5.86% |
$103K - $125K
|
21.5K
$1.81M
|