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 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
1.86K+ 33.48% |
$143K - $173K
|
7.43K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.83K+ 2.8% |
$141K - $171K
|
67.4K
$5.67M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.83K+ 15.17% |
$141K - $170K
|
13.9K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.81K+ 13.48% |
$139K - $169K
|
15.2K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.8K+ 0.28% |
$139K - $168K
|
646K
$54.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.79K+ 6.44% |
$138K - $167K
|
29.6K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
1.79K+ 4.35% |
$138K - $167K
|
42.9K
$3.61M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.79K+ 55.99% |
$137K - $166K
|
4.98K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.71K+ 4.11% |
$131K - $159K
|
43.2K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.68KNew |
$130K - $157K
|
1.68K
$142K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 29.73% |
$129K - $156K
|
7.33K
$617K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.66K+ 5.76% |
$127K - $154K
|
30.4K
$2.56M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.63KNew |
$126K - $152K
|
1.63K
$138K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.62K+ 14.62% |
$124K - $150K
|
12.7K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.61K+ 2.62% |
$124K - $150K
|
63.2K
$5.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.6K+ 5.79% |
$123K - $149K
|
29.3K
$2.46M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 63.28% |
$121K - $147K
|
4.07K
$342K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.57K+ 8.85% |
$121K - $146K
|
19.3K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.56K+ 1.43% |
$120K - $145K
|
111K
$9.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.51K+ 7.16% |
$117K - $141K
|
22.7K
$1.91M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5K+ 38.9% |
$116K - $140K
|
5.37K
$452K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.48K+ 5.39% |
$114K - $137K
|
28.9K
$2.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 20.7% |
$113K - $137K
|
8.57K
$721K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.46K+ 3.39% |
$112K - $136K
|
44.4K
$3.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.45KNew |
$112K - $135K
|
1.45K
$122K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.45K+ 14.74% |
$111K - $135K
|
11.3K
$948K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.41K+ 2.81% |
$109K - $131K
|
51.6K
$4.34M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.38K+ 2.78% |
$106K - $129K
|
51.1K
$4.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.38K+ 5.4% |
$106K - $128K
|
26.9K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.37K+ 55.02% |
$105K - $128K
|
3.86K
$325K
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.37K+ 5.96% |
$105K - $128K
|
24.3K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.36K+ 40.43% |
$105K - $127K
|
4.74K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.36K+ 20.83% |
$105K - $127K
|
7.89K
$664K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.34K+ 0.78% |
$103K - $125K
|
173K
$14.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.32K+ 11.04% |
$102K - $123K
|
13.3K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.29K+ 21.31% |
$99.4K - $120K
|
7.35K
$619K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.28K+ 15.41% |
$98.8K - $119K
|
9.61K
$809K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.27K+ 7.13% |
$97.5K - $118K
|
19K
$1.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.26K+ 10.13% |
$97.2K - $118K
|
13.7K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 8.35% |
$96.7K - $117K
|
16.3K
$1.37M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.26K+ 8.35% |
$96.7K - $117K
|
16.3K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.25K+ 47.86% |
$96.3K - $116K
|
3.87K
$325K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.25K+ 47.86% |
$96.3K - $116K
|
3.87K
$325K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.24K+ 0.7% |
$95.7K - $116K
|
179K
$15.1M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.24K+ 32.77% |
$95.1K - $115K
|
5K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.23K+ 6.87% |
$95K - $115K
|
19.2K
$1.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.22K+ 11.21% |
$93.6K - $113K
|
12.1K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.2K+ 2.63% |
$92K - $111K
|
46.6K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.18K+ 2.92% |
$91K - $110K
|
41.6K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.17K+ 1.54% |
$89.8K - $109K
|
76.8K
$6.47M
|