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 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
8.84KNew |
$673K - $832K
|
8.84K
$807K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
8.81K+ 8.51% |
$671K - $829K
|
112K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.66K+ 17.33% |
$659K - $815K
|
58.6K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.6K+ 142.95% |
$655K - $809K
|
14.6K
$1.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
8.52K+ 5.87% |
$648K - $801K
|
153K
$14M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.34KNew |
$635K - $785K
|
8.34K
$762K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
8.25K+ 40.35% |
$628K - $777K
|
28.7K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.2KNew |
$624K - $772K
|
8.2K
$749K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.2KNew |
$624K - $772K
|
8.2K
$749K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.2K+ 11.39% |
$624K - $771K
|
80.2K
$7.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
8.19KNew |
$623K - $770K
|
8.19K
$748K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.12K+ 74.52% |
$618K - $764K
|
19K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.02K+ 28.52% |
$610K - $754K
|
36.1K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.02K+ 3.5% |
$610K - $754K
|
237K
$21.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.97K+ 79.74% |
$607K - $750K
|
18K
$1.64M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.92K+ 21.11% |
$603K - $745K
|
45.5K
$4.15M
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
7.82KNew |
$595K - $736K
|
7.82K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
7.7KNew |
$586K - $724K
|
7.7K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.69KNew |
$585K - $723K
|
7.69K
$702K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
7.69K+ 39.28% |
$585K - $723K
|
27.3K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
7.61KNew |
$579K - $716K
|
7.61K
$695K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.6K+ 22.55% |
$579K - $715K
|
41.3K
$3.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
7.53KNew |
$573K - $709K
|
7.53K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.52K+ 8.35% |
$572K - $708K
|
97.7K
$8.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.5KNew |
$571K - $706K
|
7.5K
$685K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.41K+ 3.57% |
$564K - $698K
|
215K
$19.6M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.39KNew |
$563K - $696K
|
7.39K
$675K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.36K+ 55.69% |
$560K - $692K
|
20.6K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.35K+ 27.87% |
$559K - $691K
|
33.7K
$3.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.29KNew |
$554K - $685K
|
7.29K
$665K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7.26KNew |
$553K - $683K
|
7.26K
$663K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.11K+ 18.01% |
$541K - $669K
|
46.6K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.1KNew |
$540K - $668K
|
7.1K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.04K+ 7.54% |
$536K - $663K
|
100K
$9.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.01KNew |
$533K - $659K
|
7.01K
$640K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.96K+ 108.17% |
$530K - $655K
|
13.4K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.95K+ 36.73% |
$529K - $654K
|
25.9K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.9KNew |
$525K - $649K
|
6.9K
$630K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6.88KNew |
$523K - $647K
|
6.88K
$628K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.87K+ 5.23% |
$523K - $647K
|
138K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
6.84K+ 52.41% |
$520K - $643K
|
19.9K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.81KNew |
$518K - $641K
|
6.81K
$622K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.81KNew |
$518K - $641K
|
6.81K
$622K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.8K+ 10.69% |
$517K - $640K
|
70.4K
$6.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
6.8KNew |
$517K - $640K
|
6.8K
$621K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
6.78K+ 29.02% |
$516K - $638K
|
30.1K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.77K+ 6.68% |
$515K - $636K
|
108K
$9.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.74K+ 48.07% |
$513K - $634K
|
20.8K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.59K+ 17.45% |
$502K - $620K
|
44.4K
$4.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6.49K+ 73.92% |
$494K - $610K
|
15.3K
$1.39M
|