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 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.7K- 57.67% |
$1.35M - $1.54M
|
13K
$1.1M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17.7K- 18.8% |
$1.36M - $1.55M
|
76.6K
$6.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.8K- 32.14% |
$1.36M - $1.55M
|
37.5K
$3.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-18K- 20.46% |
$1.38M - $1.57M
|
69.8K
$5.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-18.1K- 5.08% |
$1.39M - $1.58M
|
339K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.1K- 8.4% |
$1.39M - $1.58M
|
198K
$16.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18.4K- 31.81% |
$1.41M - $1.6M
|
39.4K
$3.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 12.55% |
$1.45M - $1.65M
|
131K
$11.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-18.9K- 11.94% |
$1.45M - $1.65M
|
140K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19.5K- 33.88% |
$1.49M - $1.7M
|
38K
$3.22M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19.5K- 33.88% |
$1.49M - $1.7M
|
38K
$3.22M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19.7K- 26.65% |
$1.51M - $1.71M
|
54.1K
$4.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.8K- 1.43% |
$1.6M - $1.82M
|
1.44M
$122M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-21.7K- 21.5% |
$1.66M - $1.89M
|
79.1K
$6.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22.1K- 32.18% |
$1.69M - $1.92M
|
46.5K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-23.2K- 54.18% |
$1.78M - $2.02M
|
19.6K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 13.67% |
$1.78M - $2.03M
|
147K
$12.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-23.5K- 53.74% |
$1.8M - $2.05M
|
20.2K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.7K- 21.45% |
$1.82M - $2.07M
|
86.8K
$7.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-24.1K- 14.85% |
$1.85M - $2.11M
|
138K
$11.7M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-24.1K- 14.85% |
$1.85M - $2.11M
|
138K
$11.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-24.3K- 69.14% |
$1.86M - $2.12M
|
10.9K
$919K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-24.7K- 11.85% |
$1.89M - $2.15M
|
184K
$15.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-24.9K- 47.72% |
$1.9M - $2.17M
|
27.2K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.9K- 9.61% |
$1.91M - $2.17M
|
234K
$19.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-26.1K- 16.99% |
$2M - $2.27M
|
127K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.2K- 4.75% |
$2.01M - $2.28M
|
525K
$44.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-26.6K- 52.21% |
$2.04M - $2.32M
|
24.4K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.6K- 1.76% |
$2.04M - $2.32M
|
1.49M
$126M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-27.5K- 16.62% |
$2.1M - $2.4M
|
138K
$11.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-27.5K- 14.17% |
$2.1M - $2.4M
|
166K
$14.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-27.6K- 36.93% |
$2.11M - $2.41M
|
47.1K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-27.9K- 31.54% |
$2.13M - $2.43M
|
60.5K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-27.9K- 48.93% |
$2.14M - $2.43M
|
29.1K
$2.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-28K- 11.32% |
$2.14M - $2.44M
|
219K
$18.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-28.2K- 56.27% |
$2.16M - $2.46M
|
21.9K
$1.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 31.32% |
$2.19M - $2.5M
|
62.8K
$5.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-29K- 20.21% |
$2.22M - $2.53M
|
114K
$9.68M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-29.3K- 68.89% |
$2.24M - $2.55M
|
13.2K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-29.7K- 63.24% |
$2.28M - $2.59M
|
17.3K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-30.2K- 20.69% |
$2.31M - $2.63M
|
116K
$9.79M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-30.9K- 22.86% |
$2.37M - $2.7M
|
104K
$8.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.9K- 11.5% |
$2.44M - $2.78M
|
246K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-32.1K- 7.62% |
$2.46M - $2.8M
|
389K
$32.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32.7K- 50.67% |
$2.51M - $2.85M
|
31.9K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-34.9K- 40.34% |
$2.67M - $3.04M
|
51.5K
$4.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.1K- 15.98% |
$2.76M - $3.15M
|
190K
$16.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37K- 26.16% |
$2.84M - $3.23M
|
105K
$8.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-37.8K- 8.91% |
$2.9M - $3.3M
|
387K
$32.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-38.3K- 54.22% |
$2.93M - $3.34M
|
32.3K
$2.74M
|