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
Glenview Trust CO

Louisville, KY
SELL
 -
-5.16K
- 21.53%
$395K - $450K
18.8K $1.59M
Aug 03, 2023 Q2 2023
Jennison Associates LLC

SELL
 -
-5.17K
- 19.4%
$396K - $451K
21.5K $1.82M
Jul 18, 2023 Q2 2023
Brown Miller Wealth Management, LLC

SELL
 -
-5.19K
- 47.77%
$397K - $452K
5.67K $480K
Jul 26, 2023 Q2 2023
Cx Institutional

SELL
 -
-5.2K
- 20.32%
$398K - $453K
20.4K $1.72M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

SELL
 -
-5.27K
- 29.22%
$403K - $460K
12.8K $1.08M
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

SELL
 -
-5.28K
- 37.17%
$404K - $460K
8.92K $755K
Aug 03, 2023 Q2 2023
Headlands Technologies LLC

Chicago, IL
SELL
 -
-5.39K
- 88.44%
$413K - $471K
705 $59.7K
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-5.54K
Closed
$424K - $483K
0 $0
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

SELL
 -
-5.66K
- 12.72%
$433K - $493K
38.8K $3.28M
Aug 02, 2023 Q2 2023
Mai Capital Management

SELL
 -
-5.73K
- 4.63%
$439K - $500K
118K $9.99M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
SELL
 -
-5.77K
- 35.94%
$442K - $503K
10.3K $870K
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

SELL
 -
-5.8K
- 37.17%
$445K - $506K
9.81K $830K
Aug 09, 2023 Q2 2023
Regions Financial Corp

SELL
 -
-5.98K
- 11.01%
$458K - $521K
48.3K $4.09M
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-6K
- 11.75%
$460K - $523K
45.1K $3.81M
Aug 08, 2023 Q2 2023
Vantage Financial Partners Ltd., Inc.

SELL
 -
-6.11K
- 56.45%
$468K - $533K
4.71K $399K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-6.18K
- 38.81%
$473K - $539K
9.75K $825K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-6.2K
- 2.37%
$475K - $541K
256K $21.7M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

SELL
 -
-6.24K
- 21.34%
$478K - $544K
23K $1.95M
Aug 11, 2023 Q2 2023
Perella Weinberg Partners Capital Management LP

SELL
 -
-6.31K
- 5.09%
$484K - $551K
118K $9.96M
Jul 12, 2023 Q2 2023
Contravisory Investment Management, Inc.

SELL
 -
-6.37K
- 28.1%
$488K - $555K
16.3K $1.38M
Aug 07, 2023 Q2 2023
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-6.39K
- 7.27%
$490K - $558K
81.5K $6.9M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

SELL
 -
-6.55K
- 23.72%
$501K - $571K
21K $1.78M
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-6.57K
- 56.24%
$503K - $573K
5.11K $432K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
SELL
 -
-6.61K
- 71.32%
$506K - $577K
2.66K $225K
Aug 08, 2023 Q2 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
SELL
 -
-6.81K
- 2.95%
$522K - $594K
224K $19M
Jul 18, 2023 Q2 2023
D.B. Root & Company, LLC

SELL
 -
-6.84K
- 25.14%
$524K - $597K
20.4K $1.72M
Jul 24, 2023 Q2 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-6.89K
- 22.4%
$528K - $601K
23.9K $2.02M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-7.12K
- 3.43%
$545K - $621K
200K $17M
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

SELL
 -
-7.13K
- 4.66%
$546K - $622K
146K $12.4M
Aug 09, 2023 Q2 2023
Rothschild Capital Partners, LLC

New York, NY
SELL
 -
-7.14K
- 13.71%
$547K - $623K
44.9K $3.8M
Jul 20, 2023 Q2 2023
Measured Wealth Private Client Group, LLC

SELL
 -
-7.19K
- 54.68%
$551K - $628K
5.96K $505K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

SELL
 -
-7.39K
- 3.95%
$566K - $645K
180K $15.2M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-7.59K
- 8.4%
$582K - $662K
82.8K $7.01M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-7.72K
- 7.82%
$591K - $673K
90.9K $7.7M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

SELL
 -
-7.78K
- 24.97%
$596K - $679K
23.4K $1.98M
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
SELL
 -
-7.98K
- 8.14%
$611K - $696K
90K $7.62M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

SELL
 -
-8.11K
- 10.15%
$621K - $707K
71.8K $6.08M
Aug 14, 2023 Q2 2023
Basso Capital Management, L.P.

Stamford, CT
SELL
 -
-8.12K
- 64.28%
$622K - $708K
4.51K $382K
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-8.18K
- 49.57%
$626K - $713K
8.32K $704K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
SELL
 -
-8.2K
- 54.67%
$628K - $715K
6.8K $575K
Aug 08, 2023 Q2 2023
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-8.24K
- 15.06%
$631K - $719K
46.5K $3.93M
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-8.25K
- 49.62%
$632K - $720K
8.38K $709K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

SELL
 -
-8.32K
- 22.85%
$638K - $726K
28.1K $2.38M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

SELL
 -
-8.7K
- 7.14%
$666K - $759K
113K $9.58M
Jul 17, 2023 Q2 2023
Madrona Financial Services, LLC

SELL
 -
-8.86K
- 9.97%
$678K - $772K
80K $6.77M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

SELL
 -
-8.95K
- 25.32%
$685K - $781K
26.4K $2.23M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

SELL
 -
-9.07K
- 14.45%
$695K - $791K
53.7K $4.54M
Jul 11, 2023 Q2 2023
Canton Hathaway, LLC

SELL
 -
-9.09K
- 62.29%
$696K - $793K
5.5K $466K
Aug 09, 2023 Q2 2023
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-9.14K
- 48.41%
$700K - $797K
9.74K $824K

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