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
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5.31K+ 149.79% |
$407K - $463K
|
8.86K
$750K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.28K+ 83.18% |
$404K - $460K
|
11.6K
$984K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
5.23K+ 105.85% |
$400K - $456K
|
10.2K
$861K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5.22K+ 11.6% |
$400K - $455K
|
50.2K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.14K+ 26.78% |
$393K - $448K
|
24.3K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.04KNew |
$386K - $440K
|
5.04K
$427K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
4.95KNew |
$379K - $432K
|
4.95K
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.9K+ 12.36% |
$375K - $427K
|
44.5K
$3.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.85KNew |
$372K - $423K
|
4.85K
$411K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.81K+ 0.43% |
$369K - $420K
|
1.11M
$94.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
4.8KNew |
$368K - $419K
|
4.8K
$406K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.77K+ 12.75% |
$365K - $416K
|
42.2K
$3.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$360K - $410K
|
4.7K
$398K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.68K+ 18.98% |
$358K - $408K
|
29.3K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
4.67K+ 11665.0% |
$357K - $407K
|
4.71K
$398K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.62K+ 25.56% |
$354K - $403K
|
22.7K
$1.92M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
BUY
|
- |
4.51K+ 8.14% |
$346K - $394K
|
60K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.5KNew |
$345K - $393K
|
4.5K
$381K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
4.48K+ 11.09% |
$343K - $391K
|
44.9K
$3.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.47K+ 37.8% |
$342K - $390K
|
16.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.4KNew |
$337K - $384K
|
4.4K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.35KNew |
$333K - $379K
|
4.35K
$368K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.35KNew |
$333K - $379K
|
4.35K
$368K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.35K+ 211.69% |
$333K - $379K
|
6.4K
$542K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.33KNew |
$332K - $378K
|
4.33K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.33K+ 27.6% |
$331K - $378K
|
20K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.23K+ 386.67% |
$324K - $369K
|
5.33K
$451K
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.18KNew |
$320K - $365K
|
4.18K
$354K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.07K+ 184.86% |
$311K - $355K
|
6.27K
$530K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.91KNew |
$299K - $341K
|
3.91K
$331K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.78KNew |
$290K - $330K
|
3.78K
$320K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.73K+ 115.43% |
$285K - $325K
|
6.95K
$588K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.72K+ 46.03% |
$285K - $324K
|
11.8K
$998K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.66K+ 13.98% |
$280K - $319K
|
29.8K
$2.53M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
3.65K+ 13.02% |
$279K - $318K
|
31.7K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.64K+ 2.95% |
$279K - $318K
|
127K
$10.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.62K+ 6.34% |
$277K - $316K
|
60.7K
$5.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.58K+ 1.49% |
$274K - $313K
|
244K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.56KNew |
$273K - $311K
|
3.56K
$301K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.52K+ 17.61% |
$269K - $307K
|
23.5K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.5KNew |
$268K - $305K
|
3.5K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.5K+ 97.49% |
$268K - $305K
|
7.09K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.5KNew |
$268K - $305K
|
3.5K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.49K+ 18.19% |
$267K - $304K
|
22.6K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.47K+ 8.34% |
$266K - $303K
|
45.1K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.47K+ 385.0% |
$265K - $302K
|
4.37K
$369K
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
BUY
|
- |
3.46K+ 25.09% |
$265K - $301K
|
17.2K
$1.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.45K+ 48.79% |
$265K - $301K
|
10.5K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43KNew |
$262K - $299K
|
3.43K
$290K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
3.41K+ 15.83% |
$261K - $297K
|
24.9K
$2.11M
|