Purchases and Sales Made in Q2 2023 in Energy Sector Spdr (XLE)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
308+ 1.08% |
$23.6K - $26.9K
|
28.8K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
308+ 1.01% |
$23.6K - $26.9K
|
30.9K
$2.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
308+ 3.84% |
$23.6K - $26.9K
|
8.33K
$705K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
304+ 10.43% |
$23.3K - $26.5K
|
3.22K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
304+ 7.23% |
$23.3K - $26.5K
|
4.51K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
303+ 5.02% |
$23.2K - $26.4K
|
6.34K
$537K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
300+ 1.13% |
$23K - $26.2K
|
26.9K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
298+ 1.0% |
$22.8K - $26K
|
30.2K
$2.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
298+ 354.76% |
$22.8K - $26K
|
382
$32.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
291+ 3.17% |
$22.3K - $25.4K
|
9.48K
$802K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
286+ 24.87% |
$21.9K - $24.9K
|
1.44K
$122K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
281+ 0.98% |
$21.5K - $24.5K
|
28.9K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
281+ 2.53% |
$21.5K - $24.5K
|
11.4K
$965K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
280New |
$21.4K - $24.4K
|
280
$23.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
277+ 2.27% |
$21.2K - $24.2K
|
12.5K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
275New |
$21.1K - $24K
|
275
$23.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
261New |
$20K - $22.8K
|
261
$22.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
257+ 6.08% |
$19.7K - $22.4K
|
4.48K
$379K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
256+ 1.28% |
$19.6K - $22.3K
|
20.3K
$1.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
250+ 16.67% |
$19.1K - $21.8K
|
1.75K
$148K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248+ 17.46% |
$19K - $21.6K
|
1.67K
$141K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
246+ 2.1% |
$18.8K - $21.5K
|
11.9K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
244+ 2.4% |
$18.7K - $21.3K
|
10.4K
$882K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
242+ 0.62% |
$18.5K - $21.1K
|
39.4K
$3.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
240+ 0.28% |
$18.4K - $20.9K
|
87.2K
$7.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
237+ 4.48% |
$18.2K - $20.7K
|
5.53K
$468K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
234+ 6.05% |
$17.9K - $20.4K
|
4.1K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
233+ 7.85% |
$17.8K - $20.3K
|
3.2K
$271K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
232+ 69.25% |
$17.8K - $20.2K
|
567
$48K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
232+ 0.48% |
$17.8K - $20.2K
|
48.5K
$4.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
230New |
$17.6K - $20.1K
|
230
$19.5K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
230+ 3.79% |
$17.6K - $20.1K
|
6.3K
$533K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
225+ 3.03% |
$17.2K - $19.6K
|
7.65K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
222+ 0.75% |
$17K - $19.4K
|
30K
$2.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
220+ 2.46% |
$16.8K - $19.2K
|
9.18K
$777K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
214+ 2.59% |
$16.4K - $18.7K
|
8.48K
$717K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
213+ 0.62% |
$16.3K - $18.6K
|
34.5K
$2.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
211+ 1.77% |
$16.2K - $18.4K
|
12.1K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
208+ 0.78% |
$15.9K - $18.1K
|
26.9K
$2.27M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
207+ 1.75% |
$15.9K - $18.1K
|
12.1K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
207+ 0.68% |
$15.9K - $18.1K
|
30.6K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
202+ 2.72% |
$15.5K - $17.6K
|
7.64K
$646K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
201+ 0.4% |
$15.4K - $17.5K
|
50.5K
$4.27M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
201+ 3.89% |
$15.4K - $17.5K
|
5.36K
$454K
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
200+ 0.54% |
$15.3K - $17.4K
|
37.1K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
200New |
$15.3K - $17.4K
|
200
$16.9K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
200New |
$15.3K - $17.4K
|
200
$16.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
194+ 0.94% |
$14.9K - $16.9K
|
20.9K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
193+ 1.64% |
$14.8K - $16.8K
|
11.9K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
190+ 1.73% |
$14.6K - $16.6K
|
11.2K
$946K
|