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 |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
15.7KNew |
$898K - $1.24M
|
15.7K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
15.6K+ 68.56% |
$895K - $1.23M
|
38.4K
$3.36M
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
15.6KNew |
$890K - $1.22M
|
15.6K
$1.36M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.5K+ 48.07% |
$885K - $1.22M
|
47.6K
$4.17M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
15.4K+ 149.77% |
$883K - $1.22M
|
25.7K
$2.25M
|
|
May 12, 2022
Q1 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
15.2K+ 58.78% |
$868K - $1.19M
|
41K
$3.58M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$868K - $1.19M
|
15.2K
$1.33M
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.1KNew |
$864K - $1.19M
|
15.1K
$1.32M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
15KNew |
$859K - $1.18M
|
15K
$1.31M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
15K+ 315.53% |
$858K - $1.18M
|
19.7K
$1.73M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
14.9K+ 388.33% |
$853K - $1.17M
|
18.7K
$1.64M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 17.59% |
$853K - $1.17M
|
99.6K
$8.72M
|
|
May 16, 2022
Q1 2022
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
14.7KNew |
$841K - $1.16M
|
14.7K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
14.7K+ 15.54% |
$840K - $1.16M
|
109K
$9.55M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.7KNew |
$838K - $1.15M
|
14.7K
$1.28M
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
14.6KNew |
$836K - $1.15M
|
14.6K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.5K+ 11.77% |
$831K - $1.14M
|
138K
$12.1M
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
14KNew |
$802K - $1.1M
|
14K
$1.23M
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
14K+ 92.88% |
$802K - $1.1M
|
29.1K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
13.9KNew |
$794K - $1.09M
|
13.9K
$1.21M
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
13.7KNew |
$784K - $1.08M
|
13.7K
$1.2M
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
13.7K+ 35.95% |
$783K - $1.08M
|
51.8K
$4.53M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.5K+ 2.44% |
$771K - $1.06M
|
565K
$49.4M
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
13.3K+ 18.75% |
$759K - $1.05M
|
84.1K
$7.35M
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
13.1KNew |
$752K - $1.04M
|
13.1K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
12.9KNew |
$740K - $1.02M
|
12.9K
$1.13M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.9K+ 43.5% |
$739K - $1.02M
|
42.6K
$3.72M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.8K+ 10.73% |
$734K - $1.01M
|
132K
$11.6M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
12.7K+ 285.03% |
$727K - $1M
|
17.2K
$1.5M
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
12.7K+ 20.83% |
$726K - $999K
|
73.6K
$6.43M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
12.7KNew |
$725K - $997K
|
12.7K
$1.11M
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.6K+ 53.4% |
$722K - $994K
|
36.3K
$3.17M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.5K+ 28.8% |
$715K - $983K
|
55.8K
$4.89M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
12.3K+ 133.04% |
$703K - $968K
|
21.5K
$1.88M
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
12.2KNew |
$700K - $964K
|
12.2K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
12.2K+ 130.61% |
$699K - $961K
|
21.6K
$1.89M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12K+ 9.67% |
$688K - $947K
|
136K
$11.9M
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
12KNew |
$685K - $943K
|
12K
$1.05M
|
|
May 05, 2022
Q1 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
11.8K+ 232.88% |
$677K - $932K
|
16.9K
$1.48M
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
11.7K+ 118.09% |
$668K - $920K
|
21.6K
$1.89M
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
11.6KNew |
$666K - $917K
|
11.6K
$1.02M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.6KNew |
$665K - $915K
|
11.6K
$1.02M
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$665K - $915K
|
11.6K
$1.02M
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
11.2KNew |
$643K - $884K
|
11.2K
$982K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.1K+ 34.04% |
$635K - $874K
|
43.7K
$3.82M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11K+ 16.8% |
$630K - $868K
|
76.6K
$6.7M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11KNew |
$630K - $867K
|
11K
$963K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11K+ 259.41% |
$629K - $866K
|
15.2K
$1.33M
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 45.31% |
$624K - $859K
|
35K
$3.06M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.8K+ 17.15% |
$619K - $852K
|
73.9K
$6.46M
|