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 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-541- 4.41% |
$41.4K - $47.2K
|
11.7K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-543- 0.67% |
$41.6K - $47.4K
|
80.5K
$6.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-544- 16.74% |
$41.7K - $47.5K
|
2.71K
$229K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-549- 12.99% |
$42K - $47.9K
|
3.68K
$311K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-554- 9.54% |
$42.4K - $48.3K
|
5.26K
$444K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-557- 1.1% |
$42.7K - $48.6K
|
50.2K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-561- 10.21% |
$43K - $48.9K
|
4.93K
$417K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-562- 17.51% |
$43K - $49K
|
2.65K
$224K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-568- 3.28% |
$43.5K - $49.5K
|
16.7K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-569- 18.76% |
$43.6K - $49.6K
|
2.46K
$208K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-582- 4.22% |
$44.6K - $50.8K
|
13.2K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-600- 12.07% |
$46K - $52.3K
|
4.37K
$370K
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-607- 5.53% |
$46.5K - $52.9K
|
10.4K
$877K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-612- 7.63% |
$46.9K - $53.4K
|
7.41K
$627K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-620- 3.05% |
$47.5K - $54.1K
|
19.7K
$1.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-625- 9.15% |
$47.9K - $54.5K
|
6.21K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-628- 3.11% |
$48.1K - $54.8K
|
19.6K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-631- 7.83% |
$48.3K - $55K
|
7.42K
$628K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-636- 12.04% |
$48.7K - $55.5K
|
4.65K
$393K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-642- 1.37% |
$49.2K - $56K
|
46.2K
$3.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-642- 1.79% |
$49.2K - $56K
|
35.3K
$2.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-652- 4.0% |
$49.9K - $56.9K
|
15.6K
$1.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-655- 10.49% |
$50.2K - $57.1K
|
5.59K
$472K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-665- 0.69% |
$50.9K - $58K
|
96.3K
$8.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-666- 5.75% |
$51K - $58.1K
|
10.9K
$924K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-675- 4.13% |
$51.7K - $58.9K
|
15.7K
$1.32M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-678- 11.5% |
$51.9K - $59.1K
|
5.22K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-679- 4.12% |
$52K - $59.2K
|
15.8K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-693- 18.55% |
$53.1K - $60.5K
|
3.04K
$257K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-702- 3.95% |
$53.8K - $61.2K
|
17.1K
$1.44M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-714- 1.44% |
$54.7K - $62.3K
|
49K
$4.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-717- 13.39% |
$54.9K - $62.5K
|
4.64K
$392K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-718- 13.61% |
$55K - $62.6K
|
4.56K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-718- 87.03% |
$55K - $62.6K
|
107
$9.05K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-728- 1.1% |
$55.8K - $63.5K
|
65.3K
$5.53M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-736- 5.16% |
$56.4K - $64.2K
|
13.5K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-737- 0.47% |
$56.4K - $64.3K
|
158K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-744- 4.59% |
$57K - $64.9K
|
15.4K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-750- 5.68% |
$57.4K - $65.4K
|
12.4K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-759- 4.93% |
$58.1K - $66.2K
|
14.6K
$1.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-761- 16.91% |
$58.3K - $66.4K
|
3.74K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-771- 5.94% |
$59.1K - $67.3K
|
12.2K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-773- 9.02% |
$59.2K - $67.4K
|
7.8K
$659K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-778- 6.73% |
$59.6K - $67.9K
|
10.8K
$912K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-782- 14.12% |
$59.9K - $68.2K
|
4.76K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-785- 3.37% |
$60.1K - $68.5K
|
22.5K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-792- 14.08% |
$60.7K - $69.1K
|
4.83K
$409K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-802- 14.49% |
$61.4K - $70K
|
4.73K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-809- 0.19% |
$62K - $70.6K
|
432K
$36.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-814- 16.8% |
$62.3K - $71K
|
4.03K
$341K
|