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 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.1K- 11.86% |
$469K - $568K
|
45.3K
$3.81M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-6.15K- 3.48% |
$473K - $573K
|
170K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.17K- 21.94% |
$475K - $574K
|
21.9K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.2K- 3.88% |
$477K - $577K
|
153K
$12.9M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.28KClosed |
$483K - $584K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.4K- 42.87% |
$493K - $596K
|
8.53K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.41K- 3.0% |
$493K - $597K
|
207K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-6.6K- 20.95% |
$508K - $615K
|
24.9K
$2.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.66K- 2.16% |
$513K - $620K
|
301K
$25.4M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.71K- 17.92% |
$517K - $625K
|
30.8K
$2.59M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-6.85K- 94.31% |
$527K - $637K
|
413
$34.8K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.03K- 3.62% |
$541K - $655K
|
187K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-7.12K- 22.67% |
$548K - $663K
|
24.3K
$2.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7.17K- 17.47% |
$552K - $668K
|
33.9K
$2.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-7.28K- 19.68% |
$560K - $678K
|
29.7K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.28K- 29.86% |
$560K - $678K
|
17.1K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-7.29K- 10.26% |
$561K - $679K
|
63.7K
$5.36M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.29K- 6.69% |
$561K - $679K
|
102K
$8.55M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-7.41K- 9.19% |
$571K - $690K
|
73.2K
$6.16M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-7.53K- 84.13% |
$579K - $701K
|
1.42K
$120K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.61K- 5.09% |
$585K - $708K
|
142K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.77K- 2.88% |
$598K - $724K
|
262K
$22.1M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.01K- 95.35% |
$616K - $745K
|
390
$32.8K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-8.32K- 19.63% |
$641K - $775K
|
34.1K
$2.87M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.39K- 3.55% |
$646K - $781K
|
228K
$19.2M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-8.4K- 9.59% |
$646K - $782K
|
79.1K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.52K- 3.13% |
$656K - $794K
|
263K
$22.2M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-8.67K- 42.78% |
$667K - $807K
|
11.6K
$976K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8.67K- 59.39% |
$667K - $807K
|
5.93K
$499K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-8.67K- 17.1% |
$667K - $807K
|
42K
$3.54M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-8.7K- 5.0% |
$669K - $810K
|
165K
$13.9M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.87K- 25.3% |
$682K - $825K
|
26.2K
$2.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-8.92K- 4.22% |
$686K - $830K
|
202K
$17M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.2K- 81.83% |
$708K - $857K
|
2.04K
$172K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-9.33K- 10.0% |
$718K - $869K
|
84K
$7.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-9.35K- 90.87% |
$720K - $871K
|
940
$79.1K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-9.62K- 16.39% |
$740K - $895K
|
49.1K
$4.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-9.86K- 79.13% |
$759K - $918K
|
2.6K
$219K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.88K- 64.6% |
$760K - $920K
|
5.41K
$456K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-9.97K- 13.97% |
$767K - $928K
|
61.4K
$5.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.5K- 23.11% |
$809K - $978K
|
35K
$2.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.6K- 47.29% |
$816K - $987K
|
11.8K
$995K
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-10.6K- 64.16% |
$819K - $991K
|
5.95K
$501K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10.7K- 99.68% |
$822K - $994K
|
34
$2.86K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.7K- 3.64% |
$823K - $996K
|
283K
$23.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.7K- 7.05% |
$827K - $1M
|
142K
$11.9M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11K- 11.06% |
$846K - $1.02M
|
88.4K
$7.44M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-11K- 22.47% |
$850K - $1.03M
|
38.1K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.3K- 16.11% |
$870K - $1.05M
|
58.9K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.4K- 68.81% |
$874K - $1.06M
|
5.15K
$433K
|