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
|
Skylands Capital, LLC
|
BUY
|
- |
3.35K+ 9.28% |
$257K - $292K
|
39.5K
$3.34M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.34KNew |
$256K - $291K
|
3.34K
$283K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.3KNew |
$252K - $288K
|
3.3K
$279K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.29K+ 60.07% |
$252K - $287K
|
8.76K
$741K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.28K+ 3.85% |
$251K - $286K
|
88.4K
$7.49M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.27K+ 5.66% |
$251K - $286K
|
61.1K
$5.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.27KNew |
$250K - $285K
|
3.27K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
3.26KNew |
$250K - $284K
|
3.26K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.26KNew |
$249K - $284K
|
3.26K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.22K+ 7.07% |
$247K - $281K
|
48.8K
$4.13M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 23.14% |
$246K - $280K
|
17.1K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.15KNew |
$242K - $275K
|
3.15K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.15K+ 16.05% |
$242K - $275K
|
22.8K
$1.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.15KNew |
$241K - $275K
|
3.15K
$267K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.1K+ 5.03% |
$237K - $270K
|
64.7K
$5.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
3.07K+ 102.06% |
$235K - $267K
|
6.07K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.06K+ 1.64% |
$235K - $267K
|
190K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.06KNew |
$234K - $267K
|
3.06K
$259K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.05K+ 71.18% |
$233K - $266K
|
7.33K
$620K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.05K+ 11.65% |
$233K - $266K
|
29.2K
$2.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.02K+ 6.48% |
$232K - $264K
|
49.7K
$4.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.02K+ 74.55% |
$231K - $263K
|
7.06K
$598K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3KNew |
$230K - $262K
|
3K
$254K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
3K+ 7.73% |
$230K - $262K
|
41.8K
$3.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.96K+ 2.71% |
$227K - $258K
|
112K
$9.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.95KNew |
$226K - $257K
|
2.95K
$250K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.94KNew |
$225K - $257K
|
2.94K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.93KNew |
$225K - $256K
|
2.93K
$248K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.83K+ 10.48% |
$217K - $247K
|
29.8K
$2.52M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.82K+ 34.58% |
$216K - $246K
|
11K
$929K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.82KNew |
$216K - $246K
|
2.82K
$238K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.79K+ 10.27% |
$214K - $244K
|
30K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.77K+ 100.0% |
$212K - $242K
|
5.55K
$470K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.77K+ 100.0% |
$212K - $242K
|
5.55K
$470K
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
2.76K+ 2.46% |
$212K - $241K
|
115K
$9.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.73K+ 55.76% |
$209K - $238K
|
7.63K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.71K+ 82.81% |
$207K - $236K
|
5.98K
$506K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.71K+ 1.46% |
$207K - $236K
|
188K
$15.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.7K+ 22.17% |
$207K - $236K
|
14.9K
$1.26M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.68K+ 11.64% |
$205K - $234K
|
25.7K
$2.17M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.67KNew |
$204K - $233K
|
2.67K
$226K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.66K+ 4.89% |
$204K - $232K
|
57.1K
$4.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.66KNew |
$203K - $232K
|
2.66K
$225K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.61K+ 10.72% |
$200K - $228K
|
27K
$2.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.6KNew |
$199K - $227K
|
2.6K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.6K+ 3.11% |
$199K - $227K
|
86.2K
$7.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.57KNew |
$197K - $224K
|
2.57K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.52K+ 9.53% |
$193K - $220K
|
29K
$2.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.52KNew |
$193K - $220K
|
2.52K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2.5KNew |
$191K - $218K
|
2.5K
$212K
|