Purchases and Sales Made in Q1 2023 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
310+ 3.29% |
$23.9K - $28.9K
|
9.72K
$859K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
302+ 2.61% |
$23.2K - $28.1K
|
11.9K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
302+ 4.13% |
$23.2K - $28.1K
|
7.61K
$673K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
299+ 1.21% |
$23K - $27.8K
|
25K
$2.21M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
293+ 0.54% |
$22.6K - $27.3K
|
54.9K
$4.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
292+ 5.56% |
$22.5K - $27.2K
|
5.55K
$490K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
290+ 0.29% |
$22.3K - $27K
|
101K
$8.91M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
289+ 0.51% |
$22.2K - $26.9K
|
57.2K
$5.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
287+ 1.65% |
$22.1K - $26.7K
|
17.7K
$1.56M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 15.29% |
$21.3K - $25.8K
|
2.09K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
272+ 0.37% |
$20.9K - $25.3K
|
73.7K
$6.51M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
262+ 0.47% |
$20.2K - $24.4K
|
56.4K
$4.98M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
261+ 9.53% |
$20.1K - $24.3K
|
3K
$265K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
260+ 130.0% |
$20K - $24.2K
|
460
$40.7K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
257+ 5.45% |
$19.8K - $23.9K
|
4.97K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
254New |
$19.6K - $23.6K
|
254
$22.5K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
252+ 0.27% |
$19.4K - $23.5K
|
92.9K
$8.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
250+ 9.43% |
$19.2K - $23.3K
|
2.9K
$256K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
243+ 1.43% |
$18.7K - $22.6K
|
17.3K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
240+ 2.68% |
$18.5K - $22.3K
|
9.19K
$812K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
239+ 10.15% |
$18.4K - $22.3K
|
2.59K
$229K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
236+ 9.92% |
$18.2K - $22K
|
2.62K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
235+ 9.77% |
$18.1K - $21.9K
|
2.64K
$233K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
229+ 6.82% |
$17.6K - $21.3K
|
3.59K
$317K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
229+ 6.82% |
$17.6K - $21.3K
|
3.59K
$317K
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
225+ 4.77% |
$17.3K - $20.9K
|
4.94K
$437K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
223New |
$17.2K - $20.8K
|
223
$19.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
221+ 18.86% |
$17K - $20.6K
|
1.39K
$123K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
221+ 1.34% |
$17K - $20.6K
|
16.7K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
221+ 7.07% |
$17K - $20.6K
|
3.35K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
216+ 3.0% |
$16.6K - $20.1K
|
7.41K
$655K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
216+ 4.37% |
$16.6K - $20.1K
|
5.16K
$456K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
213+ 2.12% |
$16.4K - $19.8K
|
10.3K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
213+ 204.81% |
$16.4K - $19.8K
|
317
$28K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
212+ 7.67% |
$16.3K - $19.7K
|
2.98K
$263K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
202+ 8.46% |
$15.5K - $18.8K
|
2.59K
$229K
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
200+ 1.87% |
$15.4K - $18.6K
|
10.9K
$963K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 1.67% |
$15.4K - $18.6K
|
12.2K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
200+ 9.48% |
$15.4K - $18.6K
|
2.31K
$204K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
193+ 1.85% |
$14.9K - $18K
|
10.6K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
193+ 0.74% |
$14.9K - $18K
|
26.4K
$2.34M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
192+ 2.88% |
$14.8K - $17.9K
|
6.86K
$606K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
190+ 0.68% |
$14.6K - $17.7K
|
28K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
190+ 4.41% |
$14.6K - $17.7K
|
4.49K
$397K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
187+ 21.57% |
$14.4K - $17.4K
|
1.05K
$93.2K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
187+ 3.72% |
$14.4K - $17.4K
|
5.22K
$461K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
186+ 1.79% |
$14.3K - $17.3K
|
10.6K
$936K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
184+ 19.47% |
$14.2K - $17.1K
|
1.13K
$99.8K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
184+ 0.32% |
$14.2K - $17.1K
|
57.4K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
184+ 0.22% |
$14.2K - $17.1K
|
82.8K
$7.32M
|