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 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.08K- 10.38% |
$160K - $194K
|
18K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.14K- 1.7% |
$164K - $199K
|
124K
$10.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 16.02% |
$165K - $199K
|
11.2K
$944K
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.17K- 13.33% |
$167K - $202K
|
14.1K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.2K- 26.82% |
$169K - $205K
|
6K
$505K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.25K- 34.11% |
$173K - $209K
|
4.34K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.26K- 4.48% |
$174K - $211K
|
48.3K
$4.06M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.28K- 14.17% |
$175K - $212K
|
13.8K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.28K- 1.81% |
$176K - $213K
|
124K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.29K- 26.36% |
$176K - $213K
|
6.4K
$539K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.38K- 18.83% |
$183K - $221K
|
10.2K
$861K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.39K- 2.59% |
$184K - $222K
|
89.6K
$7.54M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-2.39K- 35.58% |
$184K - $222K
|
4.32K
$364K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.4K- 28.56% |
$185K - $224K
|
6.01K
$506K
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.44K- 32.1% |
$188K - $227K
|
5.16K
$435K
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.46K- 18.3% |
$189K - $229K
|
11K
$924K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.46K- 7.13% |
$189K - $229K
|
32K
$2.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.46K- 3.39% |
$189K - $229K
|
70.1K
$5.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.46K- 41.2% |
$189K - $229K
|
3.51K
$296K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.54K- 6.74% |
$196K - $237K
|
35.2K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.56K- 2.04% |
$197K - $239K
|
123K
$10.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.6K- 36.66% |
$200K - $242K
|
4.49K
$378K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.6KClosed |
$200K - $242K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-2.66K- 25.89% |
$204K - $247K
|
7.6K
$640K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2.66K- 38.66% |
$205K - $248K
|
4.23K
$356K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.68K- 18.34% |
$206K - $249K
|
11.9K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.7K- 18.14% |
$208K - $252K
|
12.2K
$1.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 21.28% |
$212K - $256K
|
10.2K
$856K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.75K- 9.18% |
$212K - $256K
|
27.2K
$2.29M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-2.76K- 3.31% |
$212K - $257K
|
80.6K
$6.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.82K- 8.62% |
$217K - $263K
|
29.9K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.84K- 14.6% |
$219K - $265K
|
16.6K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.91K- 37.88% |
$224K - $271K
|
4.78K
$402K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.01K- 1.22% |
$231K - $280K
|
244K
$20.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-3.07K- 35.7% |
$237K - $286K
|
5.54K
$466K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.13K- 53.47% |
$241K - $291K
|
2.72K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.16K- 6.97% |
$243K - $294K
|
42.1K
$3.54M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.17K- 5.42% |
$244K - $295K
|
55.2K
$4.65M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-3.18K- 17.41% |
$245K - $296K
|
15.1K
$1.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-3.24K- 14.54% |
$249K - $302K
|
19K
$1.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.26K- 18.99% |
$251K - $304K
|
13.9K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.28K- 4.83% |
$252K - $305K
|
64.6K
$5.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-3.31K- 9.17% |
$255K - $308K
|
32.8K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.35K- 7.14% |
$258K - $312K
|
43.6K
$3.67M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.37K- 72.95% |
$259K - $313K
|
1.25K
$105K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.46K- 22.3% |
$267K - $323K
|
12.1K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.54K- 9.46% |
$272K - $329K
|
33.9K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.56K- 3.02% |
$274K - $332K
|
115K
$9.64M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.59K- 52.64% |
$276K - $334K
|
3.23K
$272K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-3.74K- 24.52% |
$288K - $348K
|
11.5K
$969K
|