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 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.76K- 49.73% |
$289K - $350K
|
3.8K
$320K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.76K- 21.98% |
$290K - $350K
|
13.4K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.77K- 12.07% |
$290K - $351K
|
27.4K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-3.8K- 6.8% |
$292K - $353K
|
52K
$4.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.84K- 21.16% |
$296K - $358K
|
14.3K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.9K- 32.57% |
$300K - $363K
|
8.08K
$680K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.94K- 26.14% |
$303K - $366K
|
11.1K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.95K- 11.88% |
$304K - $368K
|
29.3K
$2.47M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.98K- 25.59% |
$306K - $370K
|
11.6K
$974K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4.01K- 69.68% |
$308K - $373K
|
1.74K
$147K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.01K- 10.98% |
$309K - $373K
|
32.5K
$2.74M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-4.02K- 8.2% |
$309K - $374K
|
45K
$3.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.06K- 57.79% |
$312K - $378K
|
2.96K
$249K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.11K- 10.14% |
$317K - $383K
|
36.4K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.13K- 28.71% |
$318K - $384K
|
10.3K
$863K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.14K- 6.91% |
$319K - $386K
|
55.8K
$4.69M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.17K- 9.97% |
$321K - $389K
|
37.7K
$3.17M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-4.17K- 12.0% |
$321K - $389K
|
30.6K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.21K- 8.64% |
$324K - $392K
|
44.4K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.21K- 5.79% |
$324K - $392K
|
68.6K
$5.77M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.26KClosed |
$328K - $397K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-4.29K- 4.53% |
$330K - $399K
|
90.4K
$7.61M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.33K- 5.14% |
$333K - $403K
|
79.9K
$6.72M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.36K- 17.44% |
$335K - $405K
|
20.6K
$1.74M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.38K- 4.36% |
$337K - $408K
|
96.1K
$8.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.39K- 6.4% |
$338K - $409K
|
64.3K
$5.41M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.41K- 13.34% |
$339K - $411K
|
28.7K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.43K- 1.57% |
$341K - $412K
|
277K
$23.4M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.49K- 21.39% |
$346K - $418K
|
16.5K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.54K- 55.4% |
$349K - $422K
|
3.65K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.57K- 60.15% |
$351K - $425K
|
3.02K
$255K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4.61K- 10.52% |
$355K - $429K
|
39.2K
$3.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.7K- 64.47% |
$362K - $438K
|
2.59K
$218K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.82K- 14.94% |
$371K - $449K
|
27.5K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-4.86K- 3.17% |
$374K - $453K
|
149K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.99K- 26.25% |
$384K - $465K
|
14K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5K- 5.33% |
$385K - $465K
|
88.8K
$7.48M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.19K- 6.26% |
$400K - $484K
|
77.7K
$6.54M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5.28K- 2.19% |
$406K - $491K
|
236K
$19.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.29K- 8.88% |
$407K - $492K
|
54.2K
$4.57M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.39K- 5.57% |
$414K - $501K
|
91.3K
$7.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-5.42K- 5.9% |
$417K - $505K
|
86.4K
$7.27M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-5.46K- 4.64% |
$420K - $508K
|
112K
$9.45M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.5K- 57.0% |
$423K - $512K
|
4.15K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-5.51K- 65.64% |
$424K - $513K
|
2.88K
$243K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.63K- 28.14% |
$434K - $525K
|
14.4K
$1.21M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.85K- 40.03% |
$451K - $545K
|
8.77K
$738K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.99K- 6.35% |
$461K - $557K
|
88.3K
$7.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.06K- 3.8% |
$466K - $564K
|
153K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.07K- 66.53% |
$467K - $565K
|
3.06K
$257K
|