Purchases and Sales Made in Q2 2023 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 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
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
518
+ 13.3%
$39.7K - $45.2K
4.41K $374K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
516
+ 40.12%
$39.5K - $45K
1.8K $153K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
506
+ 9.83%
$38.8K - $44.1K
5.66K $479K
Aug 08, 2023 Q2 2023
Gfs Advisors, LLC

BUY
 -
500
+ 12.02%
$38.3K - $43.6K
4.66K $394K
Jul 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

BUY
 -
493
+ 1.0%
$37.8K - $43K
49.6K $4.2M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
489
New
$37.5K - $42.7K
489 $41.4K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
489
+ 154.26%
$37.5K - $42.7K
806 $68.2K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
479
+ 2.34%
$36.7K - $41.8K
20.9K $1.77M
Jul 14, 2023 Q2 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
475
+ 6.9%
$36.4K - $41.4K
7.36K $623K
Jul 27, 2023 Q2 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
467
+ 11.5%
$35.8K - $40.7K
4.53K $383K
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
BUY
 -
463
+ 71.45%
$35.5K - $40.4K
1.11K $94K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
456
+ 5.18%
$34.9K - $39.8K
9.26K $783K
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
452
+ 14.43%
$34.6K - $39.4K
3.58K $303K
Jul 24, 2023 Q2 2023
Seelaus Asset Management LLC

BUY
 -
450
+ 10.25%
$34.5K - $39.3K
4.84K $410K
Jul 31, 2023 Q2 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
449
+ 5.25%
$34.4K - $39.2K
9.01K $762K
Aug 14, 2023 Q2 2023
Allie Family Office LLC

BUY
 -
440
+ 7.27%
$33.7K - $38.4K
6.49K $550K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
438
+ 3.67%
$33.5K - $38.2K
12.4K $1.05M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
431
+ 2.43%
$33K - $37.6K
18.2K $1.54M
Jul 13, 2023 Q2 2023
Edge Wealth Management LLC

BUY
 -
430
+ 3.95%
$32.9K - $37.5K
11.3K $959K
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
426
+ 2.82%
$32.6K - $37.2K
15.5K $1.31M
Jul 14, 2023 Q2 2023
Patten & Patten Inc

BUY
 -
425
+ 3.13%
$32.6K - $37.1K
14K $1.19M
Aug 14, 2023 Q2 2023
Castellan Group

Louisville, KY
BUY
 -
425
+ 2.84%
$32.6K - $37.1K
15.4K $1.3M
Jul 20, 2023 Q2 2023
St. Johns Investment Management Company, LLC

BUY
 -
416
+ 2.64%
$31.9K - $36.3K
16.2K $1.37M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
411
+ 4.29%
$31.5K - $35.9K
9.98K $845K
Aug 15, 2023 Q2 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
411
+ 2.26%
$31.5K - $35.9K
18.6K $1.57M
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
410
+ 2.53%
$31.4K - $35.8K
16.6K $1.41M
Jul 19, 2023 Q2 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
406
+ 1.56%
$31.1K - $35.4K
26.4K $2.24M
Aug 11, 2023 Q2 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
404
+ 0.89%
$30.9K - $35.2K
45.9K $3.89M
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
398
+ 42.12%
$30.5K - $34.7K
1.34K $114K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
398
New
$30.5K - $34.7K
398 $33.7K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
388
+ 3.01%
$29.7K - $33.8K
13.3K $1.12M
Aug 01, 2023 Q2 2023
First Interstate Bank

Billings, MT
BUY
 -
387
+ 0.22%
$29.6K - $33.8K
173K $14.7M
Aug 07, 2023 Q2 2023
First Business Financial Services, Inc.

BUY
 -
386
+ 1.37%
$29.6K - $33.7K
28.5K $2.41M
Aug 10, 2023 Q2 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
383
+ 0.67%
$29.3K - $33.4K
57.6K $4.87M
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
382
+ 1.29%
$29.3K - $33.3K
30K $2.54M
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
382
+ 208.74%
$29.3K - $33.3K
565 $47.8K
Sep 14, 2023 Q2 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
366
+ 0.6%
$28K - $31.9K
61.8K $5.23M
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
357
+ 9.96%
$27.3K - $31.1K
3.94K $334K
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
357
+ 9.96%
$27.3K - $31.1K
3.94K $334K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
355
New
$27.2K - $31K
355 $30K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
350
+ 3.57%
$26.8K - $30.5K
10.1K $859K
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
339
+ 6.54%
$26K - $29.6K
5.52K $467K
Jul 31, 2023 Q2 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
330
+ 19.41%
$25.3K - $28.8K
2.03K $172K
Aug 03, 2023 Q2 2023
Campion Asset Management

BUY
 -
325
+ 7.55%
$24.9K - $28.3K
4.63K $392K
Jul 27, 2023 Q2 2023
Cwa Asset Management Group, LLC

BUY
 -
323
+ 0.95%
$24.7K - $28.2K
34.2K $2.9M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
322
+ 5.37%
$24.7K - $28.1K
6.31K $534K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
321
+ 0.35%
$24.6K - $28K
91.9K $7.78M
Jul 18, 2023 Q2 2023
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
313
+ 4.64%
$24K - $27.3K
7.05K $597K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
311
+ 5.79%
$23.8K - $27.1K
5.68K $481K

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