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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-340- 5.17% |
$26K - $29.7K
|
6.24K
$527K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-340- 22.5% |
$26K - $29.7K
|
1.17K
$99K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-344- 11.59% |
$26.3K - $30K
|
2.62K
$222K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-346- 1.9% |
$26.5K - $30.2K
|
17.8K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-356- 6.61% |
$27.3K - $31.1K
|
5.03K
$425K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-363- 4.08% |
$27.8K - $31.7K
|
8.53K
$721K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-364- 1.53% |
$27.9K - $31.8K
|
23.4K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-365- 6.45% |
$28K - $31.8K
|
5.3K
$448K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-367- 8.9% |
$28.1K - $32K
|
3.76K
$318K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-371- 0.49% |
$28.4K - $32.4K
|
75.6K
$6.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-379- 2.49% |
$29K - $33.1K
|
14.9K
$1.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-385- 4.25% |
$29.5K - $33.6K
|
8.67K
$733K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-391- 22.43% |
$29.9K - $34.1K
|
1.35K
$114K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-393- 3.69% |
$30.1K - $34.3K
|
10.3K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-403- 1.1% |
$30.9K - $35.2K
|
36.3K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-405- 3.02% |
$31K - $35.3K
|
13K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-408- 8.65% |
$31.2K - $35.6K
|
4.31K
$365K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-413- 1.03% |
$31.6K - $36K
|
39.7K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-413- 3.94% |
$31.6K - $36K
|
10.1K
$853K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-414- 3.56% |
$31.7K - $36.1K
|
11.2K
$947K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-423- 4.53% |
$32.4K - $36.9K
|
8.93K
$755K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-427- 6.26% |
$32.7K - $37.2K
|
6.39K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-427- 10.13% |
$32.7K - $37.2K
|
3.79K
$320K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-429- 2.78% |
$32.9K - $37.4K
|
15K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-435- 1.03% |
$33.3K - $37.9K
|
41.6K
$3.52M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-439- 5.04% |
$33.6K - $38.3K
|
8.26K
$699K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-440- 5.12% |
$33.7K - $38.4K
|
8.15K
$689K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-450- 4.2% |
$34.5K - $39.3K
|
10.3K
$868K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-450- 11.66% |
$34.5K - $39.3K
|
3.41K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-451- 8.07% |
$34.5K - $39.3K
|
5.14K
$435K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-458- 6.68% |
$35.1K - $40K
|
6.4K
$541K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-460- 0.72% |
$35.2K - $40.1K
|
63.8K
$5.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-463- 7.83% |
$35.5K - $40.4K
|
5.45K
$461K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-464- 5.23% |
$35.5K - $40.5K
|
8.41K
$711K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-468- 3.27% |
$35.8K - $40.8K
|
13.8K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-481- 15.92% |
$36.8K - $42K
|
2.54K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-487- 0.73% |
$37.3K - $42.5K
|
66.6K
$5.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-488- 23.9% |
$37.4K - $42.6K
|
1.55K
$131K
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-490- 3.43% |
$37.5K - $42.7K
|
13.8K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-491- 12.27% |
$37.6K - $42.8K
|
3.51K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-497- 0.39% |
$38.1K - $43.4K
|
127K
$10.8M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-500- 11.49% |
$38.3K - $43.6K
|
3.85K
$326K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-520- 2.38% |
$39.8K - $45.4K
|
21.3K
$1.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-520- 3.31% |
$39.8K - $45.4K
|
15.2K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-524- 9.15% |
$40.1K - $45.7K
|
5.21K
$440K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-526- 6.14% |
$40.3K - $45.9K
|
8.04K
$680K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-527- 12.14% |
$40.4K - $46K
|
3.81K
$322K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-539- 1.64% |
$41.3K - $47K
|
32.4K
$2.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-540- 3.86% |
$41.4K - $47.1K
|
13.5K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-541- 10.45% |
$41.4K - $47.2K
|
4.63K
$392K
|