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 11, 2023
Q2 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
55.8K+ 134.98% |
$4.27M - $4.86M
|
97.1K
$8.21M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
55.5K+ 339.8% |
$4.25M - $4.85M
|
71.9K
$6.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
55.2K+ 193.81% |
$4.23M - $4.82M
|
83.7K
$7.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
51.4K+ 393.79% |
$3.93M - $4.48M
|
64.4K
$5.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
49.4K+ 5.83% |
$3.79M - $4.31M
|
897K
$75.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
48.1KNew |
$3.69M - $4.2M
|
48.1K
$4.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
47.6KNew |
$3.64M - $4.15M
|
47.6K
$4.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
46.2KNew |
$3.54M - $4.03M
|
46.2K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
46KNew |
$3.52M - $4.01M
|
46K
$3.89M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
45.8K+ 7.31% |
$3.51M - $4M
|
672K
$56.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
45KNew |
$3.45M - $3.93M
|
45K
$3.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
43.9K+ 9150.21% |
$3.36M - $3.83M
|
44.4K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
41.8K+ 38.96% |
$3.2M - $3.65M
|
149K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
40.7KNew |
$3.12M - $3.55M
|
40.7K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40.5K+ 66.18% |
$3.1M - $3.53M
|
102K
$8.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
39.3K+ 338.77% |
$3.01M - $3.42M
|
50.8K
$4.3M
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
38.9K+ 519.77% |
$2.98M - $3.39M
|
46.4K
$3.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
38.1KNew |
$2.91M - $3.32M
|
38.1K
$3.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
36.3K+ 20.08% |
$2.78M - $3.17M
|
217K
$18.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.6K+ 45.83% |
$2.73M - $3.11M
|
113K
$9.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
35K+ 350.0% |
$2.68M - $3.05M
|
45K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
34.2K+ 2.61% |
$2.62M - $2.98M
|
1.35M
$114M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
33.7K+ 105.23% |
$2.58M - $2.94M
|
65.7K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
33.2K+ 101.58% |
$2.54M - $2.9M
|
65.9K
$5.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
31.5KNew |
$2.42M - $2.75M
|
31.5K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
31.3KNew |
$2.4M - $2.73M
|
31.3K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
31.2KNew |
$2.39M - $2.72M
|
31.2K
$2.64M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30.7K+ 9552.65% |
$2.35M - $2.67M
|
31K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
30.6K+ 16.02% |
$2.34M - $2.67M
|
221K
$18.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
29.7KNew |
$2.27M - $2.59M
|
29.7K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.4K+ 5.29% |
$2.25M - $2.57M
|
586K
$49.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
27.1KNew |
$2.08M - $2.37M
|
27.1K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
26.9K+ 25.45% |
$2.06M - $2.35M
|
133K
$11.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.7K+ 49.25% |
$2.05M - $2.33M
|
81K
$6.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26.4K+ 11478.26% |
$2.02M - $2.3M
|
26.6K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
25.8KNew |
$1.97M - $2.25M
|
25.8K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.6KNew |
$1.96M - $2.23M
|
25.6K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25KNew |
$1.91M - $2.18M
|
25K
$2.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.75M - $2M
|
22.9K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.7K+ 28.34% |
$1.74M - $1.98M
|
103K
$8.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$1.71M - $1.94M
|
22.3K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
22.2K+ 329.48% |
$1.7M - $1.94M
|
28.9K
$2.45M
|
|
|
Nov 14, 2023
Q2 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
21.9K+ 280.05% |
$1.68M - $1.91M
|
29.7K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.1KNew |
$1.62M - $1.84M
|
21.1K
$1.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
21.1K+ 61.75% |
$1.62M - $1.84M
|
55.2K
$4.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
20.8KNew |
$1.59M - $1.81M
|
20.8K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
20.2K+ 13.43% |
$1.55M - $1.76M
|
171K
$14.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.1K+ 87.78% |
$1.54M - $1.75M
|
43K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.1K+ 3.28% |
$1.54M - $1.75M
|
632K
$53.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
20.1K+ 616.92% |
$1.54M - $1.75M
|
23.3K
$1.97M
|