Purchases and Sales Made in Q2 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
2.33K+ 395.58% |
$164K - $215K
|
2.91K
$272K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.33K+ 395.58% |
$164K - $215K
|
2.91K
$272K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.29KNew |
$162K - $211K
|
2.29K
$214K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.28K+ 5.77% |
$161K - $210K
|
41.7K
$3.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
2.26KNew |
$160K - $209K
|
2.26K
$211K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
2.25K+ 65.29% |
$159K - $207K
|
5.69K
$532K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.24K+ 28.28% |
$158K - $207K
|
10.2K
$949K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.22K+ 9.0% |
$157K - $205K
|
26.9K
$2.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.2K+ 0.12% |
$156K - $203K
|
1.86M
$174M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.19K+ 32.06% |
$155K - $202K
|
9.03K
$844K
|
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
2.18K+ 16.2% |
$154K - $201K
|
15.6K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.14KNew |
$151K - $197K
|
2.14K
$200K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.14K+ 63.86% |
$151K - $197K
|
5.49K
$513K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
2.1K+ 33.19% |
$149K - $194K
|
8.44K
$789K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.05K+ 10.06% |
$145K - $190K
|
22.5K
$2.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.01K+ 10.02% |
$142K - $186K
|
22.1K
$2.06M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
2KNew |
$141K - $185K
|
2K
$187K
|
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.96K+ 1.1% |
$138K - $180K
|
179K
$16.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.88K+ 33.71% |
$133K - $173K
|
7.46K
$697K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.88K+ 22.8% |
$133K - $173K
|
10.1K
$945K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.86K+ 1.42% |
$131K - $171K
|
132K
$12.4M
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.85K+ 1.07% |
$131K - $171K
|
176K
$16.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.84K+ 3.22% |
$130K - $170K
|
59K
$5.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.8K+ 288.02% |
$127K - $166K
|
2.43K
$227K
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.8K+ 20.67% |
$127K - $166K
|
10.5K
$984K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.8K+ 41.01% |
$127K - $166K
|
6.19K
$579K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.77K+ 1.12% |
$125K - $163K
|
160K
$15M
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.77K+ 25.66% |
$125K - $163K
|
8.64K
$808K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.76K+ 13.97% |
$125K - $163K
|
14.4K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.75K+ 6.33% |
$123K - $161K
|
29.4K
$2.74M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.74K+ 10.46% |
$123K - $161K
|
18.4K
$1.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.74KNew |
$123K - $160K
|
1.74K
$163K
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.74K+ 35.33% |
$123K - $160K
|
6.65K
$622K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.72K+ 11.16% |
$122K - $159K
|
17.1K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.72K+ 29.44% |
$121K - $158K
|
7.54K
$705K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.71K+ 19.02% |
$121K - $158K
|
10.7K
$1M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.69KNew |
$120K - $156K
|
1.69K
$158K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
1.69K+ 6.95% |
$119K - $156K
|
26K
$2.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.69K+ 6.52% |
$119K - $156K
|
27.6K
$2.58M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.68K+ 8.95% |
$119K - $155K
|
20.4K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.68K+ 4.27% |
$118K - $155K
|
40.9K
$3.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.67K+ 8.55% |
$118K - $154K
|
21.2K
$1.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.65K+ 292.73% |
$117K - $152K
|
2.22K
$207K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.64K+ 24.81% |
$116K - $151K
|
8.26K
$772K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.61K+ 43.63% |
$114K - $148K
|
5.29K
$495K
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.6K+ 16.84% |
$113K - $148K
|
11.1K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.6K+ 190.23% |
$113K - $147K
|
2.44K
$228K
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.58KNew |
$112K - $146K
|
1.58K
$148K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.57K+ 44.78% |
$111K - $145K
|
5.08K
$475K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.57K+ 14.64% |
$111K - $145K
|
12.3K
$1.15M
|