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 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.7K- 61.46% |
$900K - $1.09M
|
7.33K
$617K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11.7K- 98.79% |
$901K - $1.09M
|
143
$12K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12K- 7.73% |
$924K - $1.12M
|
143K
$12.1M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-12.4K- 50.61% |
$955K - $1.15M
|
12.1K
$1.02M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-12.5K- 81.17% |
$962K - $1.16M
|
2.9K
$244K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-12.6K- 78.42% |
$972K - $1.18M
|
3.47K
$292K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-13K- 33.51% |
$1M - $1.21M
|
25.8K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 10.66% |
$1.02M - $1.23M
|
111K
$9.3M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.5K- 28.21% |
$1.04M - $1.26M
|
34.4K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-13.7K- 4.93% |
$1.05M - $1.27M
|
263K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-13.9K- 30.32% |
$1.07M - $1.29M
|
31.9K
$2.68M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-13.9K- 20.1% |
$1.07M - $1.29M
|
55.3K
$4.65M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14K- 20.49% |
$1.08M - $1.3M
|
54.4K
$4.58M
|
|
|
May 12, 2023
Q1 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-14.3K- 82.61% |
$1.1M - $1.33M
|
3K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-14.3K- 83.73% |
$1.1M - $1.33M
|
2.78K
$234K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-14.3K- 26.31% |
$1.1M - $1.33M
|
40.1K
$3.38M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14.5K- 12.18% |
$1.11M - $1.35M
|
104K
$8.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-15K- 13.12% |
$1.16M - $1.4M
|
99.5K
$8.38M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.1K- 54.57% |
$1.16M - $1.41M
|
12.6K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-15.1K- 42.19% |
$1.16M - $1.41M
|
20.7K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-15.4K- 9.79% |
$1.18M - $1.43M
|
142K
$11.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-15.5K- 12.86% |
$1.19M - $1.44M
|
105K
$8.84M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.3K- 13.67% |
$1.25M - $1.51M
|
103K
$8.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-16.7K- 19.89% |
$1.28M - $1.55M
|
67.2K
$5.66M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16.7K- 58.43% |
$1.29M - $1.56M
|
11.9K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-16.8K- 99.89% |
$1.29M - $1.57M
|
18
$1.52K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-16.9K- 9.79% |
$1.3M - $1.57M
|
156K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 18.6% |
$1.31M - $1.59M
|
74.7K
$6.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17.3K- 77.94% |
$1.33M - $1.61M
|
4.9K
$412K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-17.6K- 20.61% |
$1.35M - $1.64M
|
67.8K
$5.71M
|
|
|
May 15, 2023
Q1 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-18K- 20.33% |
$1.39M - $1.68M
|
70.6K
$5.94M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-18.2K- 41.1% |
$1.4M - $1.7M
|
26.1K
$2.2M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-18.3K- 32.74% |
$1.41M - $1.71M
|
37.6K
$3.17M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-18.4K- 14.55% |
$1.41M - $1.71M
|
108K
$9.08M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-18.8K- 17.02% |
$1.45M - $1.75M
|
91.6K
$7.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 40.58% |
$1.45M - $1.75M
|
27.5K
$2.31M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-18.8K- 49.52% |
$1.45M - $1.75M
|
19.2K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 1.83% |
$1.51M - $1.82M
|
1.05M
$88.4M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-19.9K- 44.22% |
$1.53M - $1.85M
|
25.1K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-20.3K- 1.52% |
$1.56M - $1.89M
|
1.31M
$110M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.9K- 8.81% |
$1.61M - $1.94M
|
216K
$18.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-20.9K- 98.04% |
$1.61M - $1.94M
|
417
$35.1K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-21.1K- 69.95% |
$1.62M - $1.96M
|
9.05K
$762K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-21.5K- 44.32% |
$1.65M - $2M
|
27K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-21.6K- 98.53% |
$1.66M - $2.01M
|
321
$27K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.1K- 12.72% |
$1.86M - $2.25M
|
166K
$13.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-24.4K- 13.36% |
$1.88M - $2.28M
|
158K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25.4K- 31.71% |
$1.96M - $2.37M
|
54.7K
$4.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.4K- 80.26% |
$2.03M - $2.46M
|
6.5K
$547K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-26.5K- 53.04% |
$2.04M - $2.47M
|
23.5K
$1.98M
|