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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.44K+ 24.15% |
$110K - $125K
|
7.38K
$683K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.41K+ 17.11% |
$108K - $123K
|
9.63K
$891K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.4K+ 14.35% |
$107K - $122K
|
11.2K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.39K+ 15.1% |
$107K - $122K
|
10.6K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.38K+ 3.03% |
$106K - $120K
|
47K
$4.34M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$105K - $120K
|
1.37K
$127K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.36K+ 5.9% |
$104K - $119K
|
24.4K
$2.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.33K+ 2.88% |
$102K - $116K
|
47.6K
$4.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.33K+ 22.76% |
$102K - $116K
|
7.2K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.33K+ 18.9% |
$102K - $116K
|
8.39K
$777K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.31K+ 2.15% |
$100K - $114K
|
62.3K
$5.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.28K+ 6.72% |
$98K - $112K
|
20.3K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 4.3% |
$97.7K - $111K
|
30.9K
$2.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.26K+ 36.34% |
$96.7K - $110K
|
4.74K
$438K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.26K+ 28.35% |
$96.1K - $109K
|
5.68K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.25KNew |
$95.7K - $109K
|
1.25K
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 4.34% |
$95.7K - $109K
|
30K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.24K+ 1.7% |
$95.1K - $108K
|
74.5K
$6.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 8.94% |
$94.6K - $108K
|
15.1K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.23K+ 0.71% |
$94.2K - $107K
|
175K
$16.2M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.23K+ 0.71% |
$94.2K - $107K
|
175K
$16.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.22K+ 2.29% |
$93.4K - $106K
|
54.4K
$5.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.21K+ 3.12% |
$93K - $106K
|
40.1K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
1.21K+ 1.6% |
$92.7K - $106K
|
76.8K
$7.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 18.92% |
$91.6K - $104K
|
7.52K
$696K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.18K+ 6.05% |
$90.2K - $103K
|
20.6K
$1.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.17K+ 3.02% |
$89.8K - $102K
|
40K
$3.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.17K+ 1.18% |
$89.6K - $102K
|
101K
$9.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 12.79% |
$89.4K - $102K
|
10.3K
$952K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.16K+ 16.51% |
$89.2K - $102K
|
8.21K
$760K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.15K+ 9.26% |
$88.2K - $100K
|
13.6K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.15K+ 1.9% |
$88.1K - $100K
|
61.6K
$5.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.15K+ 0.62% |
$88K - $100K
|
187K
$17.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.13KNew |
$86.7K - $98.7K
|
1.13K
$105K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.13K+ 4.39% |
$86.2K - $98.1K
|
26.7K
$2.47M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.1K+ 9.33% |
$84.6K - $96.3K
|
12.9K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.1K+ 2.87% |
$84.3K - $96K
|
39.5K
$3.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.06K+ 9.6% |
$81.2K - $92.5K
|
12.1K
$1.12M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.06K+ 237.08% |
$80.8K - $92K
|
1.5K
$139K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.03K+ 21.26% |
$79K - $89.9K
|
5.88K
$544K
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.02K+ 4.1% |
$77.8K - $88.6K
|
25.8K
$2.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.01K+ 1.42% |
$77.2K - $87.9K
|
71.8K
$6.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1KNew |
$76.6K - $87.2K
|
1K
$92.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
992+ 0.99% |
$76K - $86.5K
|
101K
$9.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
973+ 3.4% |
$74.5K - $84.9K
|
29.6K
$2.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
947+ 3.59% |
$72.5K - $82.6K
|
27.3K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
944New |
$72.3K - $82.3K
|
944
$87.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
938+ 13.75% |
$71.8K - $81.8K
|
7.76K
$718K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
938+ 32.02% |
$71.8K - $81.8K
|
3.87K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
933+ 4.25% |
$71.5K - $81.4K
|
22.9K
$2.12M
|