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 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.8K+ 10.06% |
$600K - $726K
|
85.3K
$7.18M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
7.78KNew |
$599K - $725K
|
7.78K
$655K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.71KNew |
$594K - $718K
|
7.71K
$649K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.64K+ 9.55% |
$588K - $711K
|
87.6K
$7.38M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.59K+ 32.19% |
$584K - $707K
|
31.2K
$2.62M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
7.5KNew |
$577K - $698K
|
7.5K
$631K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
7.46K+ 24.76% |
$574K - $694K
|
37.6K
$3.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.44K+ 14.98% |
$573K - $693K
|
57.1K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
7.37K+ 3.36% |
$567K - $686K
|
227K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.35K+ 12.3% |
$566K - $684K
|
67.1K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
7.32K+ 47.94% |
$563K - $681K
|
22.6K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7.28K+ 67.67% |
$560K - $677K
|
18K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.26K+ 4.26% |
$559K - $676K
|
178K
$14.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.24KNew |
$557K - $674K
|
7.24K
$609K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.12K+ 103.22% |
$548K - $663K
|
14K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
7.09K+ 23.47% |
$545K - $660K
|
37.3K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7KNew |
$539K - $652K
|
7K
$589K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6.95K+ 76.8% |
$535K - $647K
|
16K
$1.35M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
6.94K+ 95.64% |
$534K - $646K
|
14.2K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.94K+ 17.31% |
$534K - $646K
|
47K
$3.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.83K+ 7.69% |
$526K - $636K
|
95.6K
$8.04M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
6.74KNew |
$519K - $628K
|
6.74K
$567K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
6.64K+ 8.31% |
$511K - $619K
|
86.6K
$7.29M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
6.6K+ 2.72% |
$508K - $615K
|
249K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.59K+ 115.32% |
$507K - $613K
|
12.3K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.57K+ 38.16% |
$506K - $612K
|
23.8K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
6.55K+ 5.67% |
$504K - $609K
|
122K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.52K+ 2.58% |
$502K - $607K
|
259K
$21.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
6.52K+ 16.03% |
$502K - $607K
|
47.2K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
6.46K+ 46.54% |
$497K - $601K
|
20.3K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6.45K+ 12.15% |
$496K - $600K
|
59.5K
$5.01M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
6.22K+ 3.44% |
$479K - $579K
|
187K
$15.7M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.1KNew |
$469K - $568K
|
6.1K
$513K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
6.03KNew |
$464K - $561K
|
6.03K
$507K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.01K+ 4.65% |
$462K - $559K
|
135K
$11.4M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.99KNew |
$461K - $558K
|
5.99K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.94K+ 0.94% |
$457K - $553K
|
638K
$53.7M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
5.93K+ 2.71% |
$456K - $552K
|
225K
$18.9M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
5.9K+ 3.53% |
$454K - $549K
|
173K
$14.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5.88K+ 48.16% |
$452K - $547K
|
18.1K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.85K+ 27.39% |
$450K - $545K
|
27.2K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
5.7K+ 11.75% |
$438K - $530K
|
54.2K
$4.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.68K+ 83.0% |
$437K - $528K
|
12.5K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.66K+ 2.51% |
$436K - $527K
|
231K
$19.5M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.66K+ 2.51% |
$436K - $527K
|
231K
$19.5M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
5.66K+ 30.29% |
$435K - $527K
|
24.3K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.66KNew |
$435K - $527K
|
5.66K
$476K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.56K+ 13.46% |
$428K - $518K
|
46.9K
$3.95M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.54K+ 3.81% |
$426K - $516K
|
151K
$12.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.47KNew |
$421K - $509K
|
5.47K
$461K
|