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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
975+ 146.4% |
$68.9K - $90K
|
1.64K
$144K
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
967+ 30.65% |
$68.3K - $89.2K
|
4.12K
$361K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
949+ 2.36% |
$67.1K - $87.6K
|
41.2K
$3.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
947+ 9.73% |
$66.9K - $87.4K
|
10.7K
$935K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
923+ 24.52% |
$65.2K - $85.2K
|
4.69K
$410K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
916+ 195.31% |
$64.7K - $84.5K
|
1.39K
$121K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
914+ 17.78% |
$64.6K - $84.3K
|
6.06K
$530K
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
900+ 22.62% |
$63.6K - $83.1K
|
4.88K
$427K
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
892+ 18.22% |
$63K - $82.3K
|
5.79K
$506K
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
887+ 12.17% |
$62.7K - $81.9K
|
8.18K
$715K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
883+ 16.15% |
$62.4K - $81.5K
|
6.35K
$555K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
881+ 1.6% |
$62.3K - $81.3K
|
56K
$4.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
869+ 31.42% |
$61.4K - $80.2K
|
3.64K
$318K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
868New |
$61.3K - $80.1K
|
868
$75.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
853+ 15.73% |
$60.3K - $78.7K
|
6.28K
$549K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
849+ 1.71% |
$60K - $78.3K
|
50.6K
$4.43M
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
846+ 7.63% |
$59.8K - $78.1K
|
11.9K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
845+ 4.27% |
$59.7K - $78K
|
20.6K
$1.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
808+ 12.98% |
$57.1K - $74.6K
|
7.03K
$615K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
795+ 49.38% |
$56.2K - $73.4K
|
2.41K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
778+ 2.73% |
$55K - $71.8K
|
29.3K
$2.56M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
774+ 3.75% |
$54.7K - $71.4K
|
21.4K
$1.87M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
756+ 8.88% |
$53.4K - $69.8K
|
9.27K
$811K
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
756+ 23.79% |
$53.4K - $69.8K
|
3.93K
$344K
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
752+ 8.24% |
$53.1K - $69.4K
|
9.88K
$864K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
752+ 5.82% |
$53.1K - $69.4K
|
13.7K
$1.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
750+ 14.15% |
$53K - $69.2K
|
6.05K
$529K
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
745+ 22.64% |
$52.6K - $68.7K
|
4.04K
$353K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
743+ 24.23% |
$52.5K - $68.6K
|
3.81K
$333K
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
740+ 3.43% |
$52.3K - $68.3K
|
22.3K
$1.95M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
731+ 2.94% |
$51.7K - $67.5K
|
25.6K
$2.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
728+ 2.12% |
$51.4K - $67.2K
|
35.1K
$3.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
673+ 24.76% |
$47.6K - $62.1K
|
3.39K
$297K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
669+ 6.21% |
$47.3K - $61.7K
|
11.4K
$1M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
668+ 7.35% |
$47.2K - $61.6K
|
9.75K
$853K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
668+ 3.48% |
$47.2K - $61.6K
|
19.9K
$1.74M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
668+ 9.35% |
$47.2K - $61.6K
|
7.81K
$683K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
646+ 5.37% |
$45.6K - $59.6K
|
12.7K
$1.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
645+ 5.49% |
$45.6K - $59.5K
|
12.4K
$1.08M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
639+ 14.36% |
$45.2K - $59K
|
5.09K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
639+ 1.46% |
$45.2K - $59K
|
44.3K
$3.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
637+ 15.8% |
$45K - $58.8K
|
4.67K
$408K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
630+ 26.25% |
$44.5K - $58.1K
|
3.03K
$265K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
615+ 6.08% |
$43.5K - $56.8K
|
10.7K
$938K
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
607+ 5.63% |
$42.9K - $56K
|
11.4K
$997K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
606+ 12.33% |
$42.8K - $55.9K
|
5.52K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
602+ 11.68% |
$42.5K - $55.6K
|
5.76K
$504K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
580+ 8.36% |
$41K - $53.5K
|
7.52K
$658K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
576+ 3.15% |
$40.7K - $53.2K
|
18.9K
$1.65M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
562+ 1.86% |
$39.7K - $51.9K
|
30.8K
$2.69M
|