Purchases and Sales Made in Q4 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
167K+ 4616.13% |
$12.7M - $15.7M
|
170K
$15.5M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
166K+ 29.67% |
$12.6M - $15.6M
|
725K
$66.2M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
161K+ 253.55% |
$12.2M - $15.1M
|
224K
$20.4M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
158K+ 3.8% |
$12M - $14.8M
|
4.3M
$393M
|
|
Feb 09, 2023
Q4 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
149K+ 86.18% |
$11.4M - $14.1M
|
323K
$29.5M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
141K+ 109.12% |
$10.7M - $13.3M
|
270K
$24.7M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
134K+ 34.89% |
$10.2M - $12.7M
|
520K
$47.5M
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
133KNew |
$10.2M - $12.6M
|
133K
$12.2M
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
133KNew |
$10.1M - $12.5M
|
133K
$12.1M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
123K+ 13.01% |
$9.37M - $11.6M
|
1.07M
$97.7M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
120K+ 33.86% |
$9.17M - $11.3M
|
476K
$43.5M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
117K+ 22.62% |
$8.87M - $11M
|
632K
$57.7M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
115K+ 7.1% |
$8.78M - $10.9M
|
1.74M
$159M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
113K+ 5.53% |
$8.56M - $10.6M
|
2.15M
$196M
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
110K+ 177.85% |
$8.35M - $10.3M
|
171K
$15.6M
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
108KNew |
$8.21M - $10.2M
|
108K
$9.85M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
107K+ 24.32% |
$8.17M - $10.1M
|
549K
$50.1M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
92.6K+ 5.59% |
$7.05M - $8.71M
|
1.75M
$160M
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
91KNew |
$6.92M - $8.56M
|
91K
$8.31M
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
89.9KNew |
$6.84M - $8.45M
|
89.9K
$8.21M
|
|
Jun 14, 2024
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
88.8K+ 1917.49% |
$6.76M - $8.35M
|
93.4K
$8.53M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
88.2KNew |
$6.71M - $8.3M
|
88.2K
$8.05M
|
|
Feb 09, 2023
Q4 2022
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
87.8K+ 74.33% |
$6.68M - $8.26M
|
206K
$18.8M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
87.3KNew |
$6.64M - $8.21M
|
87.3K
$7.97M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
86.9KNew |
$6.61M - $8.18M
|
86.9K
$7.94M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79.1K+ 29.62% |
$6.02M - $7.44M
|
346K
$31.6M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
77.3K+ 652.23% |
$5.88M - $7.27M
|
89.1K
$8.14M
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
76.6KNew |
$5.83M - $7.21M
|
76.6K
$7M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
76K+ 29.31% |
$5.78M - $7.15M
|
335K
$30.6M
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
75KNew |
$5.71M - $7.06M
|
75K
$6.85M
|
|
Feb 10, 2023
Q4 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
74.2K+ 142.51% |
$5.65M - $6.98M
|
126K
$11.5M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
71.3K+ 435.85% |
$5.43M - $6.71M
|
87.7K
$8M
|
|
Feb 14, 2023
Q4 2022
|
Hitchwood Capital Management LP
New York, NY |
BUY
|
- |
70KNew |
$5.33M - $6.59M
|
70K
$6.39M
|
|
Feb 14, 2023
Q4 2022
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
69.9KNew |
$5.32M - $6.58M
|
69.9K
$6.39M
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
68.8K+ 1002.35% |
$5.23M - $6.47M
|
75.7K
$6.91M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
67.6K+ 38.52% |
$5.15M - $6.36M
|
243K
$22.2M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
66.3K+ 713.63% |
$5.04M - $6.24M
|
75.6K
$6.9M
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
66.2K+ 104.34% |
$5.04M - $6.23M
|
130K
$11.8M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
64.9KNew |
$4.94M - $6.11M
|
64.9K
$5.93M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
62.4K+ 1629.82% |
$4.74M - $5.87M
|
66.2K
$6.04M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61.1K+ 14.02% |
$4.65M - $5.75M
|
497K
$45.4M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61.1K+ 676.03% |
$4.65M - $5.74M
|
70.1K
$6.4M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
58.9K+ 279.16% |
$4.48M - $5.54M
|
80K
$7.3M
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
BUY
|
- |
58.4K+ 75.26% |
$4.44M - $5.49M
|
136K
$12.4M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
58.3K+ 84.5% |
$4.43M - $5.48M
|
127K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
57K+ 359.93% |
$4.34M - $5.37M
|
72.9K
$6.66M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.9K+ 5.99% |
$4.33M - $5.35M
|
1.01M
$91.9M
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
56.8K+ 1043.15% |
$4.32M - $5.34M
|
62.2K
$5.68M
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
56.4K+ 142.81% |
$4.29M - $5.31M
|
95.9K
$8.76M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56.3K+ 58.56% |
$4.28M - $5.29M
|
152K
$13.9M
|