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 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23.4K- 23.59% |
$1.78M - $2.2M
|
75.7K
$6.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-23.6K- 62.96% |
$1.79M - $2.22M
|
13.9K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-24.1K- 61.63% |
$1.83M - $2.27M
|
15K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-24.5K- 83.53% |
$1.86M - $2.3M
|
4.83K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-26K- 34.64% |
$1.98M - $2.45M
|
49K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.3K- 3.96% |
$2M - $2.47M
|
637K
$58.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26.3K- 2.35% |
$2M - $2.47M
|
1.09M
$99.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-26.3K- 23.97% |
$2M - $2.47M
|
83.4K
$7.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-26.5K- 21.08% |
$2.02M - $2.5M
|
99.3K
$9.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26.7K- 5.19% |
$2.03M - $2.51M
|
487K
$44.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-27.3K- 83.59% |
$2.08M - $2.57M
|
5.35K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-27.4K- 48.41% |
$2.08M - $2.58M
|
29.2K
$2.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-29K- 65.91% |
$2.21M - $2.73M
|
15K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-30.3K- 26.81% |
$2.3M - $2.85M
|
82.6K
$7.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31K- 3.01% |
$2.36M - $2.92M
|
1M
$91.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-31.1K- 28.87% |
$2.37M - $2.93M
|
76.7K
$7M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-31.4K- 33.78% |
$2.39M - $2.96M
|
61.6K
$5.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-31.7K- 7.05% |
$2.41M - $2.98M
|
418K
$38.2M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-31.8K- 32.3% |
$2.42M - $2.99M
|
66.7K
$6.09M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31.9K- 12.99% |
$2.43M - $3M
|
214K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-32.7K- 19.14% |
$2.49M - $3.07M
|
138K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.3K- 66.26% |
$2.61M - $3.23M
|
17.5K
$1.6M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-35.8K- 80.03% |
$2.72M - $3.36M
|
8.92K
$815K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-36.5K- 27.94% |
$2.78M - $3.44M
|
94.3K
$8.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-37.3K- 1.64% |
$2.84M - $3.51M
|
2.24M
$204M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-37.5K- 5.5% |
$2.85M - $3.52M
|
644K
$58.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-38.5K- 46.67% |
$2.93M - $3.62M
|
44K
$4.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-38.8K- 11.96% |
$2.95M - $3.65M
|
286K
$26.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-39K- 84.61% |
$2.97M - $3.67M
|
7.09K
$648K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-39.3K- 90.6% |
$2.99M - $3.69M
|
4.07K
$372K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-39.9K- 50.37% |
$3.03M - $3.75M
|
39.3K
$3.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.6K- 9.19% |
$3.09M - $3.82M
|
401K
$36.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-41.8K- 18.14% |
$3.18M - $3.93M
|
189K
$17.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-43K- 41.97% |
$3.28M - $4.05M
|
59.5K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-43.2K- 70.32% |
$3.28M - $4.06M
|
18.2K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-44.1K- 8.51% |
$3.35M - $4.14M
|
474K
$43.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-44.2K- 39.82% |
$3.36M - $4.16M
|
66.8K
$6.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.2K- 16.32% |
$3.37M - $4.16M
|
227K
$20.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-46.6K- 54.3% |
$3.55M - $4.38M
|
39.2K
$3.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-48.4K- 89.9% |
$3.68M - $4.55M
|
5.44K
$496K
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-49.2K- 84.16% |
$3.75M - $4.63M
|
9.27K
$846K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-49.4K- 56.64% |
$3.76M - $4.64M
|
37.8K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-51.6K- 29.15% |
$3.93M - $4.86M
|
125K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-51.6K- 49.76% |
$3.93M - $4.86M
|
52.1K
$4.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-55.3K- 3.56% |
$4.21M - $5.2M
|
1.5M
$137M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-56.8K- 91.25% |
$4.32M - $5.34M
|
5.44K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-63.5K- 47.91% |
$4.83M - $5.97M
|
69K
$6.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-64.3K- 36.63% |
$4.89M - $6.05M
|
111K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-66.3K- 52.01% |
$5.04M - $6.23M
|
61.1K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-66.9K- 8.28% |
$5.09M - $6.29M
|
741K
$67.7M
|