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
|
Simmons Bank
|
BUY
|
- |
2.44K+ 8.44% |
$187K - $213K
|
31.3K
$2.65M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.4K+ 6.12% |
$184K - $209K
|
41.5K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.39K+ 4.42% |
$183K - $208K
|
56.4K
$4.77M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 20.97% |
$181K - $206K
|
13.6K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.28K+ 11.1% |
$174K - $198K
|
22.8K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.26K+ 7.26% |
$173K - $197K
|
33.4K
$2.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
2.25K+ 58.6% |
$173K - $197K
|
6.1K
$516K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.13K+ 23.53% |
$163K - $186K
|
11.2K
$946K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.11K+ 2.58% |
$162K - $184K
|
83.7K
$7.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.06K+ 10.98% |
$158K - $180K
|
20.9K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.04K+ 6.72% |
$156K - $178K
|
32.4K
$2.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
2.04K+ 4.32% |
$156K - $178K
|
49.2K
$4.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
2.03K+ 21.31% |
$155K - $177K
|
11.5K
$976K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
2.02K+ 91.95% |
$155K - $176K
|
4.22K
$357K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 9.76% |
$154K - $175K
|
22.6K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.98K+ 17.23% |
$152K - $173K
|
13.5K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.97K+ 3.45% |
$151K - $172K
|
59.1K
$5M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.95K+ 16.44% |
$150K - $170K
|
13.8K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.92K+ 18.1% |
$147K - $168K
|
12.5K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.89K+ 6.02% |
$145K - $165K
|
33.3K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.88K+ 449.28% |
$144K - $164K
|
2.3K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.87K+ 14.74% |
$143K - $163K
|
14.5K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.85K+ 55.18% |
$141K - $161K
|
5.19K
$440K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.84K+ 6.28% |
$141K - $161K
|
31.2K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.84K+ 6.28% |
$141K - $160K
|
31.1K
$2.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.84KNew |
$141K - $160K
|
1.84K
$156K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.83K+ 9.01% |
$140K - $159K
|
22.1K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.76K+ 65.1% |
$135K - $154K
|
4.47K
$378K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.76K+ 3.33% |
$135K - $153K
|
54.6K
$4.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
1.67K+ 9.93% |
$128K - $146K
|
18.5K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
1.67K+ 10.46% |
$128K - $145K
|
17.6K
$1.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.63K+ 6.26% |
$125K - $142K
|
27.7K
$2.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.62K+ 3.48% |
$124K - $141K
|
48.2K
$4.08M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.61K+ 65.42% |
$123K - $141K
|
4.08K
$345K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.61K+ 11.66% |
$123K - $141K
|
15.4K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.6KNew |
$122K - $139K
|
1.6K
$135K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.6K+ 2.52% |
$122K - $139K
|
64.9K
$5.5M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.6KNew |
$122K - $139K
|
1.6K
$135K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.58K+ 1.72% |
$121K - $138K
|
93.7K
$7.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.56K+ 6.41% |
$119K - $136K
|
25.9K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.55K+ 123.8% |
$118K - $135K
|
2.79K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.54K+ 9.91% |
$118K - $134K
|
17K
$1.44M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.52K+ 20.7% |
$116K - $132K
|
8.85K
$749K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.49K+ 6.51% |
$114K - $130K
|
24.4K
$2.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 27.82% |
$113K - $129K
|
6.78K
$574K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.47K+ 1.61% |
$113K - $128K
|
92.9K
$7.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.45K+ 23.54% |
$111K - $127K
|
7.63K
$646K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 14.42% |
$110K - $125K
|
11.4K
$965K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.44K+ 24.15% |
$110K - $125K
|
7.38K
$625K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.41K+ 17.11% |
$108K - $123K
|
9.63K
$815K
|