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 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.46K+ 21.15% |
$420K - $509K
|
31.3K
$2.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5.43K+ 0.99% |
$418K - $505K
|
554K
$46.6M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
5.43K+ 53.87% |
$418K - $505K
|
15.5K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5.41K+ 1.63% |
$416K - $503K
|
337K
$28.4M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
5.4KNew |
$416K - $503K
|
5.4K
$455K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.37K+ 14.27% |
$414K - $500K
|
43K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.35KNew |
$412K - $498K
|
5.35K
$450K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.33K+ 7610.0% |
$410K - $496K
|
5.4K
$454K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.25K+ 17.57% |
$404K - $489K
|
35.2K
$2.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.19K+ 25.95% |
$399K - $483K
|
25.2K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
5.17K+ 6.2% |
$398K - $481K
|
88.6K
$7.46M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
5.16K+ 2.19% |
$397K - $480K
|
241K
$20.3M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
5.14K+ 23.85% |
$396K - $478K
|
26.7K
$2.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.13K+ 15.2% |
$395K - $478K
|
38.9K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.97K+ 10.14% |
$383K - $463K
|
54K
$4.55M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.84K+ 10.09% |
$373K - $451K
|
52.8K
$4.45M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
4.82KNew |
$371K - $449K
|
4.82K
$406K
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
4.78K+ 48.78% |
$368K - $445K
|
14.6K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.74K+ 74.11% |
$365K - $442K
|
11.1K
$938K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.71K+ 16.33% |
$363K - $439K
|
33.6K
$2.83M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.69K+ 4.91% |
$361K - $437K
|
100K
$8.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
4.63K+ 2.63% |
$356K - $431K
|
181K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.63KNew |
$356K - $431K
|
4.63K
$389K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.63KNew |
$356K - $431K
|
4.63K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
4.62KNew |
$356K - $430K
|
4.62K
$389K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.61K+ 3.98% |
$355K - $429K
|
120K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.5KNew |
$346K - $419K
|
4.5K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.5K+ 153.37% |
$346K - $419K
|
7.43K
$626K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.43K+ 30.59% |
$341K - $412K
|
18.9K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4.4KNew |
$339K - $410K
|
4.4K
$370K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.39K+ 94.43% |
$338K - $409K
|
9.05K
$761K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.39K+ 21.66% |
$338K - $408K
|
24.6K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
4.34K+ 12.34% |
$334K - $404K
|
39.5K
$3.32M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.31K+ 2.94% |
$332K - $401K
|
151K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
4.31KNew |
$331K - $401K
|
4.31K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.28K+ 1.76% |
$329K - $398K
|
247K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.26KNew |
$328K - $396K
|
4.26K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.22KNew |
$325K - $393K
|
4.22K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.15K+ 3.38% |
$320K - $386K
|
127K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.12KNew |
$317K - $384K
|
4.12K
$347K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.11K+ 3.06% |
$316K - $382K
|
138K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.11K+ 40.7% |
$316K - $382K
|
14.2K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
$315K - $381K
|
4.09K
$344K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.05K+ 49.64% |
$311K - $377K
|
12.2K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.02K+ 4.66% |
$310K - $375K
|
90.4K
$7.61M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.01K+ 9.14% |
$309K - $373K
|
47.9K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4K+ 8.5% |
$308K - $372K
|
51.1K
$4.3M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.97K+ 182.16% |
$306K - $370K
|
6.15K
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.94K+ 126.74% |
$303K - $367K
|
7.05K
$593K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.9KNew |
$300K - $363K
|
3.9K
$328K
|