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 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
20.1K+ 616.92% |
$1.54M - $1.75M
|
23.3K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
20K+ 10.4% |
$1.53M - $1.74M
|
212K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
19.9K+ 417.04% |
$1.53M - $1.74M
|
24.7K
$2.29M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
19.7KNew |
$1.51M - $1.72M
|
19.7K
$1.82M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.5K+ 28.87% |
$1.49M - $1.7M
|
86.8K
$8.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
19.2K+ 1806.69% |
$1.47M - $1.67M
|
20.2K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
19K+ 273.62% |
$1.46M - $1.66M
|
26K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
19K+ 7.67% |
$1.45M - $1.66M
|
266K
$24.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
18.7K+ 18.95% |
$1.43M - $1.63M
|
117K
$10.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.5KNew |
$1.42M - $1.62M
|
18.5K
$1.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
18.4K+ 209.35% |
$1.41M - $1.6M
|
27.1K
$2.51M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.4KNew |
$1.41M - $1.6M
|
18.4K
$1.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
17.4KNew |
$1.33M - $1.52M
|
17.4K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$1.33M - $1.51M
|
17.3K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 1.65% |
$1.33M - $1.51M
|
1.07M
$98.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.1K+ 23.09% |
$1.31M - $1.49M
|
91.3K
$8.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
16.9KNew |
$1.29M - $1.47M
|
16.9K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
16.6K+ 3.22% |
$1.27M - $1.44M
|
531K
$49.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
16.5KNew |
$1.26M - $1.44M
|
16.5K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16.4K+ 16.37% |
$1.26M - $1.43M
|
117K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
16.1K+ 49.56% |
$1.23M - $1.4M
|
48.6K
$4.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.6K+ 18.46% |
$1.2M - $1.36M
|
100K
$9.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
15.5K+ 6.85% |
$1.19M - $1.35M
|
242K
$22.4M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.5K+ 2.4% |
$1.19M - $1.35M
|
661K
$61.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
15.2KNew |
$1.16M - $1.32M
|
15.2K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15KNew |
$1.15M - $1.31M
|
15K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.31M
|
15K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
13.8K+ 9.56% |
$1.06M - $1.2M
|
158K
$14.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.8KNew |
$1.06M - $1.2M
|
13.8K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
13.6K+ 11.63% |
$1.04M - $1.19M
|
131K
$12.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
13.6K+ 97.07% |
$1.04M - $1.18M
|
27.6K
$2.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 1.32% |
$1.04M - $1.18M
|
1.04M
$95.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
13.3K+ 16.08% |
$1.02M - $1.16M
|
96.1K
$8.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13.1K+ 210.94% |
$1.01M - $1.15M
|
19.4K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.3K+ 49.4% |
$942K - $1.07M
|
37.2K
$3.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
12.2K+ 10.91% |
$933K - $1.06M
|
124K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
12.1K+ 63.2% |
$929K - $1.06M
|
31.3K
$2.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 46.52% |
$923K - $1.05M
|
38K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11.9K+ 84742.86% |
$909K - $1.03M
|
11.9K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
11.8K+ 132.21% |
$900K - $1.03M
|
20.6K
$1.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
11.7KNew |
$894K - $1.02M
|
11.7K
$1.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11.5K+ 202.24% |
$884K - $1.01M
|
17.3K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
11.4K+ 174.24% |
$874K - $995K
|
18K
$1.66M
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.3K+ 5.13% |
$865K - $986K
|
231K
$21.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 80.57% |
$865K - $985K
|
25.3K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
11.2K+ 149.72% |
$860K - $979K
|
18.7K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
11.1K+ 35.52% |
$851K - $970K
|
42.4K
$3.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11K+ 185.16% |
$841K - $957K
|
16.9K
$1.56M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
11K+ 10.69% |
$840K - $957K
|
114K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11KNew |
$840K - $957K
|
11K
$1.02M
|