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
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.35K- 20.02% |
$104K - $126K
|
5.39K
$453K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.36K- 7.79% |
$105K - $127K
|
16.1K
$1.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.37K- 1.58% |
$105K - $127K
|
85K
$7.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.38K- 1.55% |
$106K - $128K
|
87.8K
$7.39M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.4K- 35.9% |
$108K - $130K
|
2.5K
$210K
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.4K- 5.25% |
$108K - $131K
|
25.3K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.42K- 12.52% |
$109K - $132K
|
9.89K
$832K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.42K- 4.69% |
$109K - $132K
|
28.8K
$2.42M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.43K- 5.86% |
$110K - $133K
|
23K
$1.93M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.46K- 4.24% |
$112K - $136K
|
32.9K
$2.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.46K- 41.08% |
$112K - $136K
|
2.09K
$176K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.47K- 11.14% |
$113K - $137K
|
11.7K
$985K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 4.79% |
$114K - $138K
|
29.5K
$2.49M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.49K- 9.16% |
$114K - $138K
|
14.7K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.49K- 2.21% |
$115K - $139K
|
66.1K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-1.5K- 35.18% |
$116K - $140K
|
2.77K
$233K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.52K- 1.51% |
$117K - $142K
|
99.2K
$8.35M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.52K- 7.74% |
$117K - $142K
|
18.2K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.53K- 8.26% |
$118K - $142K
|
17K
$1.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.62K- 1.72% |
$124K - $150K
|
92.1K
$7.75M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.63K- 37.35% |
$126K - $152K
|
2.74K
$230K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-1.64K- 4.03% |
$127K - $153K
|
39.2K
$3.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.66K- 10.48% |
$127K - $154K
|
14.1K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.66K- 2.5% |
$128K - $154K
|
64.6K
$5.44M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.68K- 7.75% |
$129K - $156K
|
20K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.69K- 8.38% |
$130K - $157K
|
18.5K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.69K- 41.57% |
$130K - $158K
|
2.38K
$200K
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.71K- 0.77% |
$132K - $159K
|
220K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.72K- 12.26% |
$132K - $160K
|
12.3K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.73K- 2.93% |
$133K - $161K
|
57.3K
$4.82M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.75K- 3.12% |
$134K - $163K
|
54.3K
$4.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.76K- 3.67% |
$136K - $164K
|
46.3K
$3.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.76K- 9.91% |
$136K - $164K
|
16K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.77K- 36.94% |
$136K - $164K
|
3.02K
$254K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.79K- 0.25% |
$138K - $167K
|
723K
$60.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.8K- 33.73% |
$138K - $167K
|
3.53K
$297K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.8K- 20.89% |
$139K - $168K
|
6.82K
$574K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.82K- 11.52% |
$140K - $169K
|
14K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.83K- 8.32% |
$141K - $171K
|
20.2K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.85K- 8.38% |
$143K - $173K
|
20.3K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.88K- 2.69% |
$145K - $175K
|
68.2K
$5.74M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.9K- 5.14% |
$146K - $177K
|
35.1K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.94K- 19.18% |
$149K - $181K
|
8.17K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.94K- 77.97% |
$149K - $181K
|
548
$46.1K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.95K- 14.34% |
$150K - $182K
|
11.7K
$983K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2K- 38.64% |
$154K - $186K
|
3.17K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2K- 12.28% |
$154K - $186K
|
14.3K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2K- 9.38% |
$154K - $186K
|
19.3K
$1.63M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-2.05K- 15.0% |
$158K - $191K
|
11.6K
$978K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.08K- 14.33% |
$160K - $194K
|
12.4K
$1.05M
|