Purchases and Sales Made in Q1 2022 in Energy Sector Spdr (XLE)
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 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 0.49% |
$2.86K - $3.94K
|
10.2K
$893K
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-50- 1.33% |
$2.86K - $3.94K
|
3.7K
$325K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-59- 0.37% |
$3.38K - $4.65K
|
15.8K
$1.39M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-59- 0.01% |
$3.38K - $4.65K
|
420K
$37M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-61- 81.33% |
$3.49K - $4.8K
|
14
$1.23K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-62- 0.84% |
$3.55K - $4.88K
|
7.33K
$645K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-65- 6.1% |
$3.72K - $5.12K
|
1K
$87.9K
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-66Closed |
$3.78K - $5.2K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-70- 2.53% |
$4.01K - $5.51K
|
2.7K
$238K
|
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
SELL
|
- |
-72- 0.71% |
$4.12K - $5.67K
|
10K
$880K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-78Closed |
$4.46K - $6.14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-79- 7.16% |
$4.52K - $6.22K
|
1.03K
$90.1K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-85- 0.57% |
$4.86K - $6.69K
|
14.8K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-85- 0.48% |
$4.86K - $6.69K
|
17.5K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-86- 1.39% |
$4.92K - $6.77K
|
6.09K
$535K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-91- 23.39% |
$5.21K - $7.17K
|
298
$26.2K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-91- 6.92% |
$5.21K - $7.17K
|
1.22K
$108K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-93- 9.05% |
$5.32K - $7.32K
|
935
$82.2K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-95Closed |
$5.44K - $7.48K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-100- 1.42% |
$5.72K - $7.88K
|
6.94K
$610K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-100- 0.94% |
$5.72K - $7.88K
|
10.5K
$924K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$5.72K - $7.88K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-100- 0.79% |
$5.72K - $7.88K
|
12.6K
$1.11M
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-100- 1.43% |
$5.72K - $7.88K
|
6.91K
$608K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-101Closed |
$5.78K - $7.95K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-102- 6.34% |
$5.84K - $8.03K
|
1.51K
$132K
|
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-102Closed |
$5.84K - $8.03K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-103Closed |
$5.89K - $8.11K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-110- 2.67% |
$6.29K - $8.66K
|
4.01K
$352K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-116- 0.81% |
$6.64K - $9.14K
|
14.2K
$1.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-119- 1.34% |
$6.81K - $9.37K
|
8.75K
$769K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-127- 1.18% |
$7.27K - $10K
|
10.7K
$939K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-130- 0.39% |
$7.44K - $10.2K
|
33.1K
$2.91M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-131Closed |
$7.5K - $10.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-135- 1.28% |
$7.72K - $10.6K
|
10.4K
$912K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-137- 3.02% |
$7.84K - $10.8K
|
4.4K
$387K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-138- 7.12% |
$7.9K - $10.9K
|
1.8K
$158K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-158- 2.54% |
$9.04K - $12.4K
|
6.05K
$532K
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-160- 3.51% |
$9.16K - $12.6K
|
4.4K
$387K
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-170- 2.87% |
$9.73K - $13.4K
|
5.76K
$506K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-170- 3.39% |
$9.73K - $13.4K
|
4.85K
$426K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-171- 0.55% |
$9.78K - $13.5K
|
30.7K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-177Closed |
$10.1K - $13.9K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-181- 3.25% |
$10.4K - $14.3K
|
5.4K
$475K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-182- 2.23% |
$10.4K - $14.3K
|
7.98K
$702K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-184- 74.8% |
$10.5K - $14.5K
|
62
$5.45K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-185- 1.4% |
$10.6K - $14.6K
|
13.1K
$1.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-190- 4.87% |
$10.9K - $15K
|
3.71K
$327K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-190- 3.25% |
$10.9K - $15K
|
5.66K
$498K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-199- 4.76% |
$11.4K - $15.7K
|
3.99K
$351K
|