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 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.4KNew |
$487K - $602K
|
6.4K
$584K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
6.37KNew |
$485K - $599K
|
6.37K
$581K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
6.3KNew |
$479K - $593K
|
6.3K
$575K
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.28KNew |
$477K - $590K
|
6.28K
$573K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.23KNew |
$474K - $586K
|
6.23K
$569K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.2K+ 14.15% |
$472K - $584K
|
50K
$4.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.2K+ 198.05% |
$472K - $584K
|
9.34K
$852K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6.2K+ 867.13% |
$472K - $583K
|
6.92K
$631K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.2K+ 69.88% |
$471K - $583K
|
15.1K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
6.19KNew |
$471K - $582K
|
6.19K
$565K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.17K+ 6.47% |
$470K - $581K
|
102K
$9.27M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
6.07K+ 5.02% |
$462K - $571K
|
127K
$11.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.06K+ 28.07% |
$461K - $570K
|
27.7K
$2.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.01K+ 13.61% |
$457K - $565K
|
50.2K
$4.58M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.95K+ 11.71% |
$453K - $560K
|
56.7K
$5.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.87KNew |
$446K - $552K
|
5.87K
$536K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5.84K+ 9.35% |
$444K - $549K
|
68.3K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.77KNew |
$439K - $543K
|
5.77K
$527K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.68KNew |
$432K - $534K
|
5.68K
$518K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.59KNew |
$425K - $526K
|
5.59K
$511K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
5.53K+ 193.39% |
$421K - $520K
|
8.39K
$766K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
5.51K+ 32.95% |
$419K - $518K
|
22.2K
$2.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
5.48KNew |
$417K - $516K
|
5.48K
$500K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
5.37K+ 38.65% |
$409K - $505K
|
19.3K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.37KNew |
$409K - $505K
|
5.37K
$490K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.33K+ 123.57% |
$406K - $502K
|
9.65K
$881K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.28KNew |
$402K - $497K
|
5.28K
$482K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
5.2K+ 4.15% |
$396K - $489K
|
131K
$11.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.19KNew |
$395K - $488K
|
5.19K
$473K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.07K+ 16.6% |
$386K - $477K
|
35.6K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$380K - $470K
|
5K
$457K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.96KNew |
$377K - $466K
|
4.96K
$452K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.95KNew |
$376K - $465K
|
4.95K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.94K+ 0.76% |
$376K - $465K
|
656K
$59.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.92KNew |
$375K - $463K
|
4.92K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
4.91KNew |
$374K - $462K
|
4.91K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.89KNew |
$372K - $460K
|
4.89K
$446K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.88KNew |
$372K - $459K
|
4.88K
$446K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.87K+ 180.79% |
$370K - $458K
|
7.56K
$690K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.87KNew |
$370K - $458K
|
4.87K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.78KNew |
$364K - $450K
|
4.78K
$437K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.75KNew |
$361K - $447K
|
4.75K
$434K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.74KNew |
$360K - $446K
|
4.74K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.71KNew |
$359K - $443K
|
4.71K
$430K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.7KNew |
$358K - $442K
|
4.7K
$429K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.7KNew |
$357K - $442K
|
4.7K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
4.61KNew |
$351K - $434K
|
4.61K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.57KNew |
$348K - $430K
|
4.57K
$417K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.57KNew |
$347K - $429K
|
4.57K
$417K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.57K+ 150.96% |
$347K - $429K
|
7.59K
$693K
|