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 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
77.4K+ 106.29% |
$4.43M - $6.09M
|
150K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
77.3KNew |
$4.42M - $6.08M
|
77.3K
$6.76M
|
|
|
Apr 20, 2022
Q1 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
77.2KNew |
$4.42M - $6.08M
|
77.2K
$6.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
76.7K+ 71.6% |
$4.39M - $6.04M
|
184K
$16.1M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
76K+ 392.63% |
$4.35M - $5.99M
|
95.4K
$8.34M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
75.5K+ 587.83% |
$4.32M - $5.94M
|
88.3K
$7.72M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
75.5K+ 587.83% |
$4.32M - $5.94M
|
88.3K
$7.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
74.1K+ 198.81% |
$4.24M - $5.84M
|
111K
$9.74M
|
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
73.5KNew |
$4.21M - $5.79M
|
73.5K
$6.43M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
73.3K+ 229.72% |
$4.19M - $5.77M
|
105K
$9.2M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
73.1KNew |
$4.18M - $5.76M
|
73.1K
$6.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.6K+ 30.61% |
$4.15M - $5.71M
|
310K
$27.1M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
72.5K+ 203.66% |
$4.15M - $5.71M
|
108K
$9.45M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
72.2K+ 28.14% |
$4.13M - $5.69M
|
329K
$28.8M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
71.7K+ 33.29% |
$4.1M - $5.65M
|
287K
$25.1M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
69.9K+ 13.22% |
$4M - $5.51M
|
599K
$52.4M
|
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
69.7K+ 1584.09% |
$3.99M - $5.49M
|
74.1K
$6.48M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
69.3K+ 166.69% |
$3.97M - $5.46M
|
111K
$9.7M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
68.9K+ 81.9% |
$3.95M - $5.43M
|
153K
$13.4M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
68.3K+ 453.06% |
$3.91M - $5.38M
|
83.4K
$7.3M
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
68.3KNew |
$3.91M - $5.38M
|
68.3K
$5.97M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
65.6K+ 185.71% |
$3.75M - $5.16M
|
101K
$8.83M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
65.4K+ 117.69% |
$3.74M - $5.15M
|
121K
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
63.2KNew |
$3.62M - $4.98M
|
63.2K
$5.53M
|
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
63.2K+ 342.59% |
$3.61M - $4.97M
|
81.6K
$7.14M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
63K+ 242.81% |
$3.6M - $4.96M
|
88.9K
$7.78M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
62.7KNew |
$3.59M - $4.94M
|
62.7K
$5.49M
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
62.7KNew |
$3.59M - $4.93M
|
62.7K
$5.48M
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
61.2KNew |
$3.5M - $4.82M
|
61.2K
$5.35M
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
BUY
|
- |
61KNew |
$3.49M - $4.8M
|
61K
$5.34M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
59K+ 779.41% |
$3.38M - $4.65M
|
66.6K
$5.82M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
57K+ 234.69% |
$3.26M - $4.49M
|
81.3K
$7.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56.1K+ 22.78% |
$3.21M - $4.42M
|
303K
$26.5M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
55KNew |
$3.15M - $4.33M
|
55K
$4.81M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
54.9K+ 36.82% |
$3.14M - $4.32M
|
204K
$17.8M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53.4K+ 30.05% |
$3.06M - $4.21M
|
231K
$20.2M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
53KNew |
$3.04M - $4.18M
|
53K
$4.64M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.8K+ 47.36% |
$3.02M - $4.16M
|
164K
$14.4M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
50.9KNew |
$2.91M - $4.01M
|
50.9K
$4.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
50.1KNew |
$2.87M - $3.95M
|
50.1K
$4.38M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
50K+ 23.55% |
$2.86M - $3.94M
|
262K
$23M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
49.6KNew |
$2.84M - $3.91M
|
49.6K
$4.34M
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
49KNew |
$2.8M - $3.86M
|
49K
$4.29M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.1K+ 102.21% |
$2.75M - $3.79M
|
95.1K
$8.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.6K+ 18.65% |
$2.73M - $3.75M
|
303K
$26.5M
|
|
|
May 13, 2022
Q1 2022
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
47.4KNew |
$2.71M - $3.73M
|
47.4K
$4.15M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
47.1K+ 54.2% |
$2.69M - $3.71M
|
134K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
47KNew |
$2.69M - $3.7M
|
47K
$4.11M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
46.7K+ 481.25% |
$2.67M - $3.68M
|
56.4K
$4.93M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
46.6KNew |
$2.67M - $3.67M
|
46.6K
$4.08M
|