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
May 16, 2022 Q1 2022
Crestline Management, LP

Fort Worth, TX
BUY
 -
5.53K
New
$317K - $436K
5.53K $484K
May 10, 2022 Q1 2022
Corbett Road Capital Management, LLC

Mclean, VA
BUY
 -
5.52K
New
$316K - $435K
5.52K $483K
May 13, 2022 Q1 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
5.51K
New
$315K - $434K
5.51K $482K
May 10, 2022 Q1 2022
Redw Wealth LLC

BUY
 -
5.5K
New
$315K - $433K
5.5K $481K
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

BUY
 -
5.49K
+ 64.12%
$314K - $432K
14K $1.23M
Apr 21, 2022 Q1 2022
Sfmg, LLC

BUY
 -
5.44K
New
$311K - $428K
5.44K $476K
May 03, 2022 Q1 2022
First National Trust CO

BUY
 -
5.41K
+ 13.09%
$310K - $426K
46.7K $4.09M
May 12, 2022 Q1 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
5.41K
New
$310K - $426K
5.41K $473K
Apr 11, 2022 Q1 2022
Strategy Asset Managers LLC

BUY
 -
5.39K
+ 99.65%
$309K - $425K
10.8K $945K
May 10, 2022 Q1 2022
Valmark Advisers, Inc.

BUY
 -
5.35K
+ 8.27%
$306K - $421K
70K $6.12M
May 11, 2022 Q1 2022
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
5.16K
New
$295K - $406K
5.16K $451K
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.14K
New
$294K - $405K
5.14K $450K
May 09, 2022 Q1 2022
Jackson Hole Capital Partners, LLC

BUY
 -
5.07K
+ 51.24%
$290K - $399K
15K $1.31M
May 09, 2022 Q1 2022
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
5.04K
+ 7.31%
$288K - $397K
74K $6.47M
May 02, 2022 Q1 2022
Beck Bode, LLC

BUY
 -
5.03K
New
$288K - $396K
5.03K $440K
May 13, 2022 Q1 2022
Goldstream Capital Management LTD

BUY
 -
5K
New
$286K - $394K
5K $437K
May 05, 2022 Q1 2022
Skylands Capital, LLC

BUY
 -
5K
New
$286K - $394K
5K $437K
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

BUY
 -
4.96K
+ 9.44%
$284K - $391K
57.5K $5.03M
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
4.95K
+ 119.5%
$283K - $390K
9.1K $796K
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
4.91K
New
$281K - $387K
4.91K $429K
May 13, 2022 Q1 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
4.9K
+ 21.12%
$280K - $386K
28.1K $2.46M
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.87K
+ 482.48%
$279K - $384K
5.88K $515K
Apr 22, 2022 Q1 2022
Grove Bank & Trust

BUY
 -
4.83K
+ 16.63%
$276K - $380K
33.9K $2.96M
May 13, 2022 Q1 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
4.82K
New
$276K - $379K
4.82K $421K
Apr 14, 2022 Q1 2022
Mattern Wealth Management LLC

BUY
 -
4.8K
New
$275K - $378K
4.8K $420K
May 05, 2022 Q1 2022
Signature Securities Group Corporation

BUY
 -
4.66K
+ 103.24%
$266K - $367K
9.17K $802K
Apr 12, 2022 Q1 2022
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
4.63K
New
$265K - $364K
4.63K $405K
Apr 04, 2022 Q1 2022
Private Asset Management Inc

BUY
 -
4.62K
New
$264K - $364K
4.62K $404K
Apr 08, 2022 Q1 2022
Summit Financial Group, Inc.

BUY
 -
4.57K
+ 40.91%
$261K - $360K
15.7K $1.38M
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
4.53K
+ 53.99%
$259K - $357K
12.9K $1.13M
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

BUY
 -
4.51K
+ 40.4%
$258K - $355K
15.7K $1.37M
Apr 25, 2022 Q1 2022
Ayalon Insurance Comp Ltd.

BUY
 -
4.5K
+ 7.08%
$257K - $354K
68K $5.94M
May 16, 2022 Q1 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
4.46K
New
$255K - $351K
4.46K $390K
Apr 25, 2022 Q1 2022
Flc Capital Advisors

BUY
 -
4.44K
+ 13.15%
$254K - $350K
38.2K $3.34M
May 09, 2022 Q1 2022
Dixon Hubard Feinour & Brown Inc

BUY
 -
4.44K
New
$254K - $349K
4.44K $388K
May 09, 2022 Q1 2022
Capital Advisors Wealth Management, LLC

BUY
 -
4.36K
+ 5.79%
$249K - $343K
79.7K $6.97M
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
4.34K
+ 29.15%
$248K - $342K
19.2K $1.68M
May 03, 2022 Q1 2022
Appleton Group, LLC

BUY
 -
4.33K
New
$247K - $341K
4.33K $378K
May 03, 2022 Q1 2022
Central Trust CO

Jefferson City, MO
BUY
 -
4.31K
+ 14.7%
$247K - $339K
33.6K $2.94M
May 13, 2022 Q1 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.25K
+ 49.5%
$243K - $334K
12.8K $1.12M
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
4.24K
New
$243K - $334K
4.24K $371K
Apr 14, 2022 Q1 2022
Woodward Diversified Capital, LLC

BUY
 -
4.19K
New
$240K - $330K
4.19K $367K
May 09, 2022 Q1 2022
Capital Advisors, Ltd. LLC

BUY
 -
4.16K
+ 6.08%
$238K - $328K
72.5K $6.34M
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
4.15K
+ 6.12%
$237K - $327K
71.9K $6.29M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
4.14K
+ 15.36%
$237K - $326K
31.1K $2.72M
Nov 18, 2022 Q1 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
4.11K
+ 40.82%
$235K - $324K
14.2K $1.24M
May 13, 2022 Q1 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
4.11K
New
$235K - $324K
4.11K $359K
May 16, 2022 Q1 2022
Wealth Effects LLC

BUY
 -
4.1K
+ 58.54%
$235K - $323K
11.1K $972K
Feb 27, 2023 Q1 2022
Financial Partners Capital Management LLC

New York, NY
BUY
 -
4.1K
+ 3.07%
$235K - $323K
138K $12M

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