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 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.56K+ 26.42% |
$110K - $144K
|
7.47K
$698K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 20.42% |
$110K - $143K
|
9.15K
$856K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1.53K+ 39.46% |
$108K - $141K
|
5.4K
$505K
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.48K+ 23.86% |
$104K - $136K
|
7.66K
$716K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.46K+ 9.34% |
$103K - $135K
|
17.1K
$1.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.45K+ 484.67% |
$103K - $134K
|
1.75K
$164K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
1.45K+ 16.48% |
$102K - $134K
|
10.2K
$956K
|
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.44K+ 8.02% |
$101K - $132K
|
19.3K
$1.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.43K+ 27.77% |
$101K - $132K
|
6.6K
$617K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.43K+ 4.78% |
$101K - $132K
|
31.4K
$2.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.4K+ 2.76% |
$98.9K - $129K
|
52K
$4.86M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.39K+ 9.36% |
$97.9K - $128K
|
16.2K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.38K+ 6.34% |
$97.8K - $128K
|
23.2K
$2.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.36K+ 39.74% |
$95.7K - $125K
|
4.77K
$445K
|
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.34K+ 7.74% |
$94.3K - $123K
|
18.6K
$1.74M
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.32K+ 14.38% |
$93.1K - $122K
|
10.5K
$980K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.32K+ 5.16% |
$92.9K - $121K
|
26.8K
$2.51M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.31K+ 36.98% |
$92.7K - $121K
|
4.86K
$454K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.29K+ 856.95% |
$91.4K - $119K
|
1.45K
$135K
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.29K+ 4.13% |
$91.4K - $119K
|
32.6K
$3.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.29KNew |
$90.9K - $119K
|
1.29K
$120K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.28K+ 23.29% |
$90.2K - $118K
|
6.76K
$632K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.26K+ 2522.0% |
$89.1K - $116K
|
1.31K
$123K
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
1.25KNew |
$88K - $115K
|
1.25K
$116K
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.25K+ 44.64% |
$88K - $115K
|
4.03K
$377K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.23K+ 50.53% |
$87.1K - $114K
|
3.67K
$343K
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.21K+ 8.17% |
$85.8K - $112K
|
16.1K
$1.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.2K+ 3.24% |
$84.7K - $111K
|
38.2K
$3.57M
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.2K+ 4.62% |
$84.6K - $110K
|
27.1K
$2.54M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.18K+ 1.76% |
$83.2K - $109K
|
68.2K
$6.38M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.17K+ 12.91% |
$83K - $108K
|
10.3K
$960K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.16K+ 11.1% |
$81.6K - $107K
|
11.6K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.15K+ 33.72% |
$81.3K - $106K
|
4.56K
$426K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 1.91% |
$80.6K - $105K
|
61K
$5.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.13K+ 33.19% |
$79.5K - $104K
|
4.52K
$422K
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.1K+ 27.25% |
$77.8K - $102K
|
5.14K
$481K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2323.4% |
$77.2K - $101K
|
1.14K
$106K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.08K+ 17.02% |
$76.3K - $99.7K
|
7.43K
$694K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.08K+ 58.04% |
$76K - $99.3K
|
2.93K
$274K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.07K+ 2.76% |
$75.3K - $98.4K
|
39.7K
$3.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.04K+ 10.35% |
$73.4K - $95.9K
|
11.1K
$1.04M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.02K+ 6.37% |
$72.1K - $94.1K
|
17K
$1.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.02KNew |
$72K - $94K
|
1.02K
$95.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.02K+ 18.27% |
$71.9K - $93.8K
|
6.59K
$616K
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.02K+ 5.04% |
$71.8K - $93.8K
|
21.2K
$1.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1K+ 14.95% |
$70.9K - $92.6K
|
7.71K
$721K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
1K+ 100.0% |
$70.7K - $92.3K
|
2K
$187K
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
994+ 13.11% |
$70.2K - $91.7K
|
8.58K
$802K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
987+ 28.37% |
$69.7K - $91.1K
|
4.47K
$417K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
983+ 15.49% |
$69.5K - $90.7K
|
7.33K
$685K
|