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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
558+ 2.81% |
$39.4K - $51.5K
|
20.4K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
550New |
$38.9K - $50.8K
|
550
$51.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
541+ 1.93% |
$38.2K - $49.9K
|
28.6K
$2.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
526+ 0.58% |
$37.2K - $48.5K
|
91.3K
$8.53M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
523New |
$37K - $48.3K
|
523
$48.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
509+ 11.25% |
$36K - $47K
|
5.04K
$471K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
502+ 7.68% |
$35.5K - $46.3K
|
7.04K
$658K
|
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
500+ 6.24% |
$35.3K - $46.1K
|
8.52K
$796K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
500+ 4.66% |
$35.3K - $46.1K
|
11.2K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
500+ 7.71% |
$35.3K - $46.1K
|
6.99K
$653K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
499+ 4.49% |
$35.3K - $46K
|
11.6K
$1.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
491+ 10.33% |
$34.7K - $45.3K
|
5.25K
$490K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
490New |
$34.6K - $45.2K
|
490
$45.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
489+ 0.72% |
$34.6K - $45.1K
|
68.5K
$6.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
482+ 8.91% |
$34.1K - $44.5K
|
5.89K
$551K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
474+ 2.5% |
$33.5K - $43.7K
|
19.4K
$1.82M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
468+ 4.21% |
$33.1K - $43.2K
|
11.6K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
459+ 10.75% |
$32.4K - $42.4K
|
4.73K
$442K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
451+ 242.47% |
$31.9K - $41.6K
|
637
$59.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
444+ 43.06% |
$31.4K - $41K
|
1.48K
$138K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
426+ 13.49% |
$30.1K - $39.3K
|
3.58K
$335K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
420New |
$29.7K - $38.8K
|
420
$39.3K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
404+ 12.17% |
$28.5K - $37.3K
|
3.73K
$348K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
402+ 5.18% |
$28.4K - $37.1K
|
8.17K
$763K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
398+ 8.71% |
$28.1K - $36.7K
|
4.97K
$464K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
383+ 49.23% |
$27.1K - $35.3K
|
1.16K
$109K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
381+ 11.86% |
$26.9K - $35.2K
|
3.59K
$336K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
381+ 4.4% |
$26.9K - $35.2K
|
9.04K
$845K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
380+ 9.87% |
$26.9K - $35.1K
|
4.23K
$395K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
378+ 13.13% |
$26.7K - $34.9K
|
3.26K
$304K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
375+ 2.28% |
$26.5K - $34.6K
|
16.8K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
372+ 7.81% |
$26.3K - $34.3K
|
5.14K
$480K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
371+ 8.44% |
$26.2K - $34.2K
|
4.77K
$446K
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
365+ 2.32% |
$25.8K - $33.7K
|
16.1K
$1.51M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
362+ 20.29% |
$25.6K - $33.4K
|
2.15K
$201K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
356+ 2.71% |
$25.2K - $32.9K
|
13.5K
$1.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
350+ 9.15% |
$24.7K - $32.3K
|
4.17K
$390K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
338+ 1.2% |
$23.9K - $31.2K
|
28.6K
$2.67M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
335+ 4.88% |
$23.7K - $30.9K
|
7.2K
$673K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
334+ 0.95% |
$23.6K - $30.8K
|
35.6K
$3.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
328+ 2.3% |
$23.2K - $30.3K
|
14.6K
$1.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
327+ 5.53% |
$23.1K - $30.2K
|
6.24K
$583K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
320+ 1.45% |
$22.6K - $29.5K
|
22.4K
$2.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
320+ 1.94% |
$22.6K - $29.5K
|
16.9K
$1.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
310+ 3.03% |
$21.9K - $28.6K
|
10.5K
$985K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
308+ 11.55% |
$21.8K - $28.4K
|
2.98K
$278K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
305+ 61.62% |
$21.6K - $28.1K
|
800
$74.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
300New |
$21.2K - $27.7K
|
300
$28K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
300New |
$21.2K - $27.7K
|
300
$28K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
300+ 2.94% |
$21.2K - $27.7K
|
10.5K
$981K
|