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 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-26.6K- 79.79% |
$2.05M - $2.48M
|
6.74K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-26.6K- 89.68% |
$2.05M - $2.48M
|
3.07K
$258K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27.1K- 13.71% |
$2.08M - $2.52M
|
170K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-27.1K- 7.59% |
$2.08M - $2.52M
|
329K
$27.7M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-27.1K- 85.27% |
$2.09M - $2.52M
|
4.68K
$394K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-27.2K- 48.79% |
$2.09M - $2.53M
|
28.5K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.8K- 31.25% |
$2.14M - $2.59M
|
61.1K
$5.15M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27.8K- 27.38% |
$2.14M - $2.59M
|
73.7K
$6.21M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28.2K- 13.19% |
$2.17M - $2.62M
|
185K
$15.6M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-28.6K- 3.75% |
$2.2M - $2.66M
|
734K
$61.8M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-28.6K- 54.86% |
$2.2M - $2.66M
|
23.5K
$1.98M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-28.7K- 5.9% |
$2.21M - $2.67M
|
458K
$38.6M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-29.7K- 88.0% |
$2.28M - $2.76M
|
4.05K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-30K- 6.4% |
$2.31M - $2.79M
|
439K
$36.9M
|
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-30K- 37.5% |
$2.31M - $2.79M
|
50K
$4.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-31.1K- 98.48% |
$2.39M - $2.89M
|
480
$40.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-31.6K- 14.55% |
$2.43M - $2.95M
|
186K
$15.6M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-32.1K- 83.57% |
$2.47M - $2.99M
|
6.32K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-33.2K- 14.81% |
$2.55M - $3.09M
|
191K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-34.1K- 88.77% |
$2.62M - $3.17M
|
4.31K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-36.2K- 41.5% |
$2.79M - $3.37M
|
51K
$4.3M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-36.6K- 85.46% |
$2.82M - $3.41M
|
6.23K
$524K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-37.8K- 96.15% |
$2.91M - $3.52M
|
1.51K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37.8K- 9.41% |
$2.91M - $3.52M
|
364K
$30.6M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-37.9K- 2.17% |
$2.92M - $3.53M
|
1.71M
$144M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-39.5K- 2.63% |
$3.04M - $3.67M
|
1.46M
$123M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-39.6K- 93.18% |
$3.05M - $3.69M
|
2.9K
$244K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-39.7K- 77.03% |
$3.06M - $3.7M
|
11.8K
$996K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-39.8K- 73.0% |
$3.06M - $3.71M
|
14.7K
$1.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
SELL
|
- |
-40.2K- 43.41% |
$3.09M - $3.74M
|
52.3K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-40.5K- 33.63% |
$3.12M - $3.77M
|
80K
$6.73M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-40.8K- 77.51% |
$3.14M - $3.8M
|
11.8K
$997K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.9K- 67.75% |
$3.3M - $4M
|
20.4K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.6K- 6.65% |
$3.36M - $4.06M
|
612K
$51.5M
|
|
|
Jun 14, 2024
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-44.3K- 47.38% |
$3.41M - $4.12M
|
49.2K
$4.14M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46.2K- 45.08% |
$3.56M - $4.3M
|
56.3K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-46.3K- 35.74% |
$3.57M - $4.31M
|
83.3K
$7.01M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-47.9K- 22.18% |
$3.69M - $4.46M
|
168K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-48.2K- 92.75% |
$3.71M - $4.49M
|
3.77K
$318K
|
|
|
May 08, 2023
Q1 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-49.3K- 10.4% |
$3.79M - $4.59M
|
424K
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-50.1K- 49.02% |
$3.85M - $4.66M
|
52.1K
$4.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-51.4K- 20.75% |
$3.96M - $4.79M
|
196K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-53.2K- 12.35% |
$4.1M - $4.96M
|
378K
$31.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.1K- 18.39% |
$4.24M - $5.13M
|
245K
$20.6M
|
|
|
May 12, 2023
Q1 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-55.4K- 79.44% |
$4.26M - $5.16M
|
14.3K
$1.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-56K- 97.17% |
$4.31M - $5.21M
|
1.63K
$137K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-58.5K- 33.85% |
$4.51M - $5.45M
|
114K
$9.63M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-59.4K- 83.25% |
$4.58M - $5.53M
|
12K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61.2K- 26.99% |
$4.71M - $5.7M
|
166K
$13.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-61.3K- 91.81% |
$4.72M - $5.71M
|
5.47K
$460K
|