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 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.8K+ 17.15% |
$619K - $852K
|
73.9K
$6.94M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$617K - $849K
|
10.8K
$1.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10.7K+ 107.03% |
$613K - $844K
|
20.7K
$1.95M
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
10.5K+ 30.08% |
$603K - $830K
|
45.6K
$4.28M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.5K+ 26.31% |
$600K - $826K
|
50.4K
$4.73M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.5K+ 104.0% |
$600K - $826K
|
20.6K
$1.93M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.5K+ 103.99% |
$600K - $826K
|
20.6K
$1.93M
|
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
10.5KNew |
$600K - $825K
|
10.5K
$985K
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
10.5KNew |
$599K - $824K
|
10.5K
$984K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.4K+ 33.53% |
$597K - $822K
|
41.6K
$3.91M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10.4KNew |
$596K - $820K
|
10.4K
$979K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 41.85% |
$594K - $817K
|
35.2K
$3.3M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10K+ 79.56% |
$572K - $787K
|
22.6K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
9.98KNew |
$571K - $786K
|
9.98K
$937K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
9.74KNew |
$557K - $767K
|
9.74K
$915K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.72K+ 2169.42% |
$556K - $765K
|
10.2K
$955K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
9.72K+ 14.29% |
$556K - $765K
|
77.7K
$7.3M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.67KNew |
$553K - $762K
|
9.67K
$909K
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
9.62K+ 102.78% |
$550K - $758K
|
19K
$1.78M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.6K+ 112.77% |
$549K - $756K
|
18.1K
$1.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
9.52K+ 75.92% |
$545K - $750K
|
22.1K
$2.07M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.39K+ 47.11% |
$537K - $739K
|
29.3K
$2.75M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9.19KNew |
$526K - $723K
|
9.19K
$863K
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
9K+ 16.0% |
$515K - $709K
|
65.2K
$6.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
8.96KNew |
$512K - $705K
|
8.96K
$841K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.92K+ 13.64% |
$511K - $703K
|
74.4K
$6.99M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
8.81KNew |
$504K - $693K
|
8.81K
$827K
|
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
8.78K+ 4.77% |
$502K - $691K
|
193K
$18.1M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.78K+ 62.86% |
$502K - $691K
|
22.7K
$2.14M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
8.67K+ 74.27% |
$496K - $683K
|
20.3K
$1.91M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.67KNew |
$496K - $682K
|
8.67K
$814K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.62K+ 9.46% |
$493K - $678K
|
99.7K
$9.37M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
8.61K+ 6.09% |
$492K - $678K
|
150K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.37K+ 9.96% |
$479K - $659K
|
92.4K
$8.68M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.32K+ 13.49% |
$476K - $655K
|
70K
$6.57M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.25KNew |
$472K - $649K
|
8.25K
$775K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.15K+ 14.32% |
$466K - $642K
|
65.1K
$6.11M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.12KNew |
$465K - $640K
|
8.12K
$763K
|
|
|
Apr 13, 2022
Q1 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
8.04KNew |
$460K - $633K
|
8.04K
$755K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.03K+ 3977.23% |
$460K - $633K
|
8.24K
$774K
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
8.03K+ 23.24% |
$460K - $633K
|
42.6K
$4M
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
8.02KNew |
$459K - $631K
|
8.02K
$753K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.84K+ 28.57% |
$449K - $618K
|
35.3K
$3.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
7.64KNew |
$437K - $601K
|
7.64K
$718K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7.63KNew |
$437K - $601K
|
7.63K
$717K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
7.62K+ 118.58% |
$436K - $600K
|
14K
$1.32M
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
7.58KNew |
$434K - $597K
|
7.58K
$712K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.54K+ 9.49% |
$431K - $594K
|
86.9K
$8.17M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
7.52K+ 87.22% |
$430K - $592K
|
16.1K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 122.71% |
$429K - $591K
|
13.6K
$1.28M
|