Purchases and Sales Made in Q1 2022 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 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
May 09, 2022 Q1 2022
Forbes J M & CO LLP

BUY
 -
1.17K
+ 0.54%
$66.8K - $92K
216K $19M
May 13, 2022 Q1 2022
Pekin Hardy Strauss, Inc.

BUY
 -
1.17K
+ 1.94%
$66.7K - $91.7K
61.2K $5.38M
May 04, 2022 Q1 2022
Windsor Group LTD

BUY
 -
1.15K
+ 2.7%
$65.8K - $90.6K
43.7K $3.84M
May 11, 2022 Q1 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
1.14K
+ 23.98%
$65.5K - $90.1K
5.91K $520K
Apr 20, 2022 Q1 2022
Marcum Wealth, LLC

BUY
 -
1.13K
+ 19.96%
$64.9K - $89.3K
6.81K $599K
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1.12K
+ 29.45%
$64K - $88K
4.91K $432K
May 10, 2022 Q1 2022
Bank Of Marin

Novato, CA
BUY
 -
1.1K
+ 14.0%
$63.2K - $86.9K
8.99K $790K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
1.09K
+ 147.76%
$62.3K - $85.8K
1.83K $161K
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1.09K
+ 1976.36%
$62.2K - $85.6K
1.14K $100K
Apr 18, 2022 Q1 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.08K
+ 22.41%
$61.9K - $85.1K
5.91K $519K
May 11, 2022 Q1 2022
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
1.06K
+ 17.5%
$60.8K - $83.6K
7.13K $627K
Apr 20, 2022 Q1 2022
Objective Capital Management, LLC

BUY
 -
1.03K
+ 17.61%
$59.2K - $81.4K
6.91K $607K
May 09, 2022 Q1 2022
Old National Bancorp

BUY
 -
1.03K
+ 0.57%
$59K - $81.2K
182K $16M
May 11, 2022 Q1 2022
Orion Capital Management LLC

BUY
 -
1K
New
$57.2K - $78.8K
1K $87.9K
May 10, 2022 Q1 2022
Amg National Trust Bank

BUY
 -
1K
+ 4.29%
$57.2K - $78.8K
24.3K $2.14M
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
998
+ 4.15%
$57.1K - $78.6K
25K $2.2M
May 16, 2022 Q1 2022
Centiva Capital, LP

New York, NY
BUY
 -
992
+ 110.1%
$56.8K - $78.1K
1.89K $166K
May 13, 2022 Q1 2022
Covestor LTD

Boston, MA
BUY
 -
981
+ 77.8%
$56.1K - $77.3K
2.24K $197K
Apr 18, 2022 Q1 2022
Centennial Wealth Advisory LLC

BUY
 -
975
+ 18.78%
$55.8K - $76.8K
6.17K $542K
May 06, 2022 Q1 2022
South State Corp

BUY
 -
968
+ 4.67%
$55.4K - $76.2K
21.7K $1.91M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
965
+ 1.05%
$55.2K - $76K
92.5K $8.14M
May 12, 2022 Q1 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
961
+ 9.23%
$55K - $75.7K
11.4K $1M
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
950
+ 1.88%
$54.4K - $74.8K
51.5K $4.52M
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
948
+ 8.45%
$54.2K - $74.7K
12.2K $1.07M
May 09, 2022 Q1 2022
Estate Counselors, LLC

BUY
 -
935
+ 8.41%
$53.5K - $73.6K
12.1K $1.06M
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

BUY
 -
930
+ 21.53%
$53.2K - $73.2K
5.25K $462K
Apr 19, 2022 Q1 2022
Global Strategic Investment Solutions, LLC

BUY
 -
926
+ 2.86%
$53K - $72.9K
33.3K $2.93M
May 10, 2022 Q1 2022
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
925
+ 1.74%
$52.9K - $72.8K
54.2K $4.76M
May 19, 2022 Q1 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
914
+ 23.06%
$52.3K - $72K
4.88K $429K
Apr 27, 2022 Q1 2022
Horizon Financial Services, LLC

BUY
 -
905
+ 32.71%
$51.8K - $71.3K
3.67K $323K
Apr 29, 2022 Q1 2022
Prairie View Partners, LLC

BUY
 -
892
New
$51K - $70.2K
892 $78.4K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
892
+ 11.36%
$51K - $70.2K
8.75K $769K
May 05, 2022 Q1 2022
Bridgewater Advisors Inc.

BUY
 -
871
+ 15.51%
$49.8K - $68.6K
6.49K $570K
May 12, 2022 Q1 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
867
+ 3.74%
$49.6K - $68.3K
24.1K $2.12M
May 09, 2023 Q1 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
866
New
$49.6K - $68.2K
866 $76.2K
May 16, 2022 Q1 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
839
New
$48K - $66.1K
839 $73.8K
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
823
+ 2.83%
$47.1K - $64.8K
29.9K $2.63M
Apr 18, 2022 Q1 2022
Harrison & CO Wealth Management, LLC

BUY
 -
801
+ 4.69%
$45.8K - $63.1K
17.9K $1.57M
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
800
+ 7.35%
$45.8K - $63K
11.7K $1.03M
Apr 15, 2022 Q1 2022
City Holding CO

BUY
 -
795
+ 26.03%
$45.5K - $62.6K
3.85K $338K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
792
New
$45.3K - $62.4K
792 $69.6K
Apr 21, 2022 Q1 2022
Lehman & Derafelo Financial Resources LLC

BUY
 -
790
+ 3.65%
$45.2K - $62.2K
22.4K $1.97M
May 09, 2022 Q1 2022
Fsc Wealth Advisors, LLC

BUY
 -
778
New
$44.5K - $61.3K
778 $68.4K
Apr 14, 2022 Q1 2022
Stolper CO

BUY
 -
774
+ 3.46%
$44.3K - $61K
23.2K $2.04M
May 06, 2022 Q1 2022
Camden Capital, LLC

BUY
 -
773
+ 21.06%
$44.2K - $60.9K
4.44K $391K
Apr 14, 2022 Q1 2022
Boenning & Scattergood, Inc.

BUY
 -
770
+ 2.29%
$44.1K - $60.6K
34.4K $3.02M
May 15, 2024 Q1 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
769
+ 222.9%
$44K - $60.6K
1.11K $98K
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
758
+ 2.02%
$43.4K - $59.7K
38.3K $3.37M
May 04, 2022 Q1 2022
Leuthold Group, LLC

BUY
 -
745
+ 11.55%
$42.6K - $58.7K
7.2K $633K

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