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 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
913+ 15.01% |
$69.9K - $79.6K
|
6.99K
$592K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
902+ 0.78% |
$69.1K - $78.7K
|
116K
$9.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
888+ 25.4% |
$68K - $77.5K
|
4.38K
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
887+ 1.72% |
$67.9K - $77.4K
|
52.5K
$4.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
884+ 34.64% |
$67.7K - $77.1K
|
3.44K
$291K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
883+ 1.87% |
$67.6K - $77K
|
48K
$4.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
876+ 7.61% |
$67.1K - $76.4K
|
12.4K
$1.05M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
873New |
$66.9K - $76.2K
|
873
$73.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
862+ 5.99% |
$66K - $75.2K
|
15.2K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
861+ 2.9% |
$65.9K - $75.1K
|
30.6K
$2.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
831+ 3.21% |
$63.6K - $72.5K
|
26.7K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
808+ 10.61% |
$61.9K - $70.5K
|
8.42K
$713K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
807New |
$61.8K - $70.4K
|
807
$68.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
800+ 10.76% |
$61.3K - $69.8K
|
8.23K
$697K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
745+ 12.36% |
$57.1K - $65K
|
6.77K
$573K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
738+ 23.75% |
$56.5K - $64.4K
|
3.85K
$326K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
736+ 6.1% |
$56.4K - $64.2K
|
12.8K
$1.08M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
703+ 7.82% |
$53.8K - $61.3K
|
9.69K
$821K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
680+ 1.57% |
$52.1K - $59.3K
|
43.9K
$3.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
677+ 0.38% |
$51.9K - $59.1K
|
180K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
672+ 234.97% |
$51.5K - $58.6K
|
958
$81.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
665+ 8.62% |
$50.9K - $58K
|
8.38K
$709K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
658New |
$50.4K - $57.4K
|
658
$55.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
656+ 12.41% |
$50.2K - $57.2K
|
5.94K
$503K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
644+ 5.37% |
$49.3K - $56.2K
|
12.6K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
636+ 6.3% |
$48.7K - $55.5K
|
10.7K
$908K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
635+ 1.39% |
$48.6K - $55.4K
|
46.2K
$3.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
634+ 1.93% |
$48.6K - $55.3K
|
33.5K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
633+ 12.72% |
$48.5K - $55.2K
|
5.61K
$475K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
625+ 18.84% |
$47.9K - $54.5K
|
3.94K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
613+ 29.34% |
$46.9K - $53.5K
|
2.7K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
613+ 5.76% |
$46.9K - $53.5K
|
11.3K
$953K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
611+ 6.35% |
$46.8K - $53.3K
|
10.2K
$867K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
600+ 8.05% |
$46K - $52.3K
|
8.05K
$682K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
598+ 3.7% |
$45.8K - $52.2K
|
16.8K
$1.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
591+ 2.44% |
$45.3K - $51.6K
|
24.8K
$2.1M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
579+ 5.21% |
$44.3K - $50.5K
|
11.7K
$989K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
576+ 6.35% |
$44.1K - $50.2K
|
9.64K
$816K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
572+ 4.83% |
$43.8K - $49.9K
|
12.4K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
570+ 1.62% |
$43.7K - $49.7K
|
35.7K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
570+ 1.86% |
$43.7K - $49.7K
|
31.2K
$2.64M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
569+ 6.4% |
$43.6K - $49.6K
|
9.45K
$800K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
564+ 1.96% |
$43.2K - $49.2K
|
29.3K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
560+ 1.45% |
$42.9K - $48.8K
|
39.2K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
560+ 14.0% |
$42.9K - $48.8K
|
4.56K
$386K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
555+ 3.99% |
$42.5K - $48.4K
|
14.5K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
550New |
$42.1K - $48K
|
550
$46.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
540+ 6.94% |
$41.4K - $47.1K
|
8.32K
$704K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
520New |
$39.8K - $45.4K
|
520
$44K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
518+ 5.16% |
$39.7K - $45.2K
|
10.6K
$893K
|