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
Apr 14, 2022 Q1 2022
Ferguson Wellman Capital Management, Inc

SELL
 -
-2.49K
- 3.06%
$143K - $196K
78.9K $6.9M
Apr 27, 2022 Q1 2022
Long Run Wealth Advisors, LLC

SELL
 -
-2.57K
- 4.32%
$147K - $202K
56.9K $4.98M
May 16, 2022 Q1 2022
Van Den Berg Management I, Inc

Austin, TX
SELL
 -
-2.59K
- 16.91%
$148K - $204K
12.7K $1.11M
May 09, 2022 Q1 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-2.59K
- 42.01%
$148K - $204K
3.58K $313K
Apr 27, 2022 Q1 2022
Jmg Financial Group, Ltd.

SELL
 -
-2.64K
- 40.35%
$151K - $208K
3.91K $342K
Apr 19, 2022 Q1 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-2.71K
- 11.19%
$155K - $214K
21.5K $1.88M
Apr 20, 2022 Q1 2022
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-2.76K
- 28.86%
$158K - $218K
6.81K $596K
May 09, 2022 Q1 2022
True Private Wealth Advisors

SELL
 -
-2.79K
- 20.07%
$160K - $220K
11.1K $972K
Apr 06, 2022 Q1 2022
First Hawaiian Bank

SELL
 -
-2.82K
- 13.19%
$161K - $222K
18.6K $1.62M
May 11, 2022 Q1 2022
Lee Financial CO

Dallas, TX
SELL
 -
-2.89K
- 1.36%
$165K - $228K
210K $18.4M
May 16, 2022 Q1 2022
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-3.05K
- 5.64%
$175K - $241K
51.1K $4.47M
May 12, 2022 Q1 2022
Pine Bridge Investments, L.P.

SELL
 -
-3.11K
Closed
$178K - $245K
0 $0
May 11, 2022 Q1 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-3.16K
- 1.93%
$181K - $248K
160K $14M
May 12, 2022 Q1 2022
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-3.2K
- 1.85%
$183K - $252K
170K $14.9M
Apr 14, 2022 Q1 2022
Edge Wealth Management LLC

SELL
 -
-3.24K
- 26.17%
$185K - $255K
9.13K $798K
May 10, 2022 Q1 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-3.25K
- 16.58%
$186K - $256K
16.3K $1.43M
May 02, 2022 Q1 2022
Capital Investment Counsel, Inc

SELL
 -
-3.25K
- 14.63%
$186K - $256K
19K $1.66M
May 06, 2022 Q1 2022
Salomon & Ludwin, LLC

SELL
 -
-3.26K
- 8.0%
$186K - $256K
37.4K $3.27M
May 11, 2022 Q1 2022
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-3.28K
- 24.9%
$188K - $259K
9.91K $866K
May 06, 2022 Q1 2022
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-3.4K
- 12.91%
$195K - $268K
22.9K $2.01M
Apr 18, 2022 Q1 2022
Sol Capital Management CO

SELL
 -
-3.42K
- 3.18%
$196K - $269K
104K $9.11M
May 13, 2022 Q1 2022
E Rn Financial, LLC

SELL
 -
-3.46K
- 10.96%
$198K - $272K
28.1K $2.46M
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-3.53K
- 21.76%
$202K - $278K
12.7K $1.11M
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

SELL
 -
-3.63K
Closed
$207K - $286K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-3.68K
Closed
$211K - $290K
0 $0
May 10, 2022 Q1 2022
Old Second National Bank Of Aurora

SELL
 -
-3.7K
- 5.4%
$212K - $291K
64.8K $5.67M
May 13, 2022 Q1 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-3.72K
- 1.62%
$213K - $293K
225K $19.7M
Apr 25, 2022 Q1 2022
Grant

SELL
 -
-3.73K
Closed
$213K - $294K
0 $0
May 11, 2022 Q1 2022
Element Pointe Advisors, LLC

Miami, FL
SELL
 -
-3.77K
- 23.95%
$216K - $297K
12K $1.05M
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-3.78K
- 28.08%
$216K - $298K
9.68K $847K
May 03, 2022 Q1 2022
Sandy Spring Bank

SELL
 -
-3.79K
- 13.96%
$217K - $298K
23.3K $2.04M
Apr 21, 2022 Q1 2022
Capital Insight Partners, LLC

SELL
 -
-3.82K
- 5.42%
$218K - $301K
66.7K $5.83M
Apr 11, 2022 Q1 2022
Wiley Bros. Aintree Capital, LLC

SELL
 -
-3.82K
- 49.25%
$219K - $301K
3.94K $345K
Sep 12, 2023 Q1 2022
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-3.83K
- 19.29%
$219K - $302K
16K $1.4M
May 16, 2022 Q1 2022
V Wealth Advisors LLC

SELL
 -
-3.9K
- 14.99%
$223K - $307K
22.1K $1.94M
May 16, 2022 Q1 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-3.91K
- 18.55%
$224K - $308K
17.2K $1.5M
Apr 18, 2022 Q1 2022
Chiron Capital Management, LLC

SELL
 -
-3.92K
- 46.64%
$224K - $309K
4.48K $392K
May 03, 2022 Q1 2022
Future Financial Wealth Managment LLC

SELL
 -
-3.92K
- 16.46%
$224K - $309K
19.9K $1.74M
May 09, 2022 Q1 2022
Dt Investment Partners, LLC

SELL
 -
-3.96K
- 47.91%
$227K - $312K
4.31K $377K
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-3.97K
- 27.01%
$227K - $313K
10.7K $938K
Apr 15, 2022 Q1 2022
Fulcrum Equity Management

SELL
 -
-4.06K
- 25.68%
$232K - $320K
11.8K $1.03M
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-4.08K
- 18.69%
$233K - $321K
17.7K $1.55M
May 13, 2022 Q1 2022
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-4.1K
- 28.35%
$235K - $323K
10.4K $906K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

SELL
 -
-4.1K
- 12.43%
$235K - $323K
28.9K $2.53M
May 16, 2022 Q1 2022
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-4.19K
Closed
$240K - $330K
0 $0
May 03, 2022 Q1 2022
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-4.22K
- 72.38%
$241K - $332K
1.61K $141K
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-4.23K
Closed
$242K - $333K
0 $0
Apr 20, 2022 Q1 2022
Valicenti Advisory Services Inc

SELL
 -
-4.25K
- 8.11%
$243K - $334K
48.1K $4.21M
Apr 13, 2022 Q1 2022
Meadow Creek Wealth Advisors LLC

SELL
 -
-4.32K
Closed
$247K - $340K
0 $0

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