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 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
299+ 2.58% |
$21.1K - $27.6K
|
11.9K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
295+ 1.69% |
$20.8K - $27.2K
|
17.8K
$1.56M
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
285+ 9.93% |
$20.1K - $26.3K
|
3.15K
$277K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
283+ 1.76% |
$20K - $26.1K
|
16.4K
$1.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
278+ 3.03% |
$19.6K - $25.7K
|
9.46K
$832K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
278+ 21.74% |
$19.6K - $25.7K
|
1.56K
$137K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
275+ 66.91% |
$19.4K - $25.4K
|
686
$60.3K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
267+ 26.7% |
$18.9K - $24.6K
|
1.27K
$111K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
260+ 3.77% |
$18.4K - $24K
|
7.17K
$630K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
256+ 9.72% |
$18.1K - $23.6K
|
2.89K
$254K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
256+ 9.72% |
$18.1K - $23.6K
|
2.89K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
250New |
$17.7K - $23.1K
|
250
$22K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
250New |
$17.7K - $23.1K
|
250
$22K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
230+ 1.97% |
$16.3K - $21.2K
|
11.9K
$1.05M
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
226+ 2.62% |
$16K - $20.9K
|
8.85K
$778K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
223+ 1.49% |
$15.8K - $20.6K
|
15.2K
$1.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
217New |
$15.3K - $20K
|
217
$19.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
212+ 22.67% |
$15K - $19.6K
|
1.15K
$101K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
209+ 0.95% |
$14.8K - $19.3K
|
22.3K
$1.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
206+ 2.54% |
$14.6K - $19K
|
8.33K
$732K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
203+ 96.21% |
$14.3K - $18.7K
|
414
$36.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
202+ 3.43% |
$14.3K - $18.6K
|
6.09K
$535K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
200+ 277.78% |
$14.1K - $18.5K
|
272
$23.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
200+ 4.54% |
$14.1K - $18.5K
|
4.6K
$405K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
195+ 18.91% |
$13.8K - $18K
|
1.23K
$108K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
191+ 0.26% |
$13.5K - $17.6K
|
72.7K
$6.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
183New |
$12.9K - $16.9K
|
183
$16.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
176+ 4.67% |
$12.4K - $16.2K
|
3.94K
$347K
|
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
170+ 6.41% |
$12K - $15.7K
|
2.82K
$248K
|
|
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
BUY
|
- |
156+ 390.0% |
$11K - $14.4K
|
196
$17.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
155+ 1.58% |
$11K - $14.3K
|
9.97K
$877K
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
154+ 0.25% |
$10.9K - $14.2K
|
61.6K
$5.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
153+ 1.07% |
$10.8K - $14.1K
|
14.5K
$1.27M
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
152New |
$10.7K - $14K
|
152
$13.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
151+ 12.29% |
$10.7K - $13.9K
|
1.38K
$121K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
147+ 0.44% |
$10.4K - $13.6K
|
33.5K
$2.94M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
141+ 1.83% |
$9.96K - $13K
|
7.84K
$690K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
135+ 0.54% |
$9.54K - $12.5K
|
25.2K
$2.22M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
135+ 0.54% |
$9.54K - $12.5K
|
25.2K
$2.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
133+ 1.47% |
$9.4K - $12.3K
|
9.18K
$808K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
133+ 1.74% |
$9.4K - $12.3K
|
7.76K
$683K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
132New |
$9.33K - $12.2K
|
132
$11.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
130+ 2.48% |
$9.19K - $12K
|
5.38K
$473K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
128+ 3.61% |
$9.04K - $11.8K
|
3.67K
$323K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
127+ 31.13% |
$8.97K - $11.7K
|
535
$47K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
126New |
$8.9K - $11.6K
|
126
$11.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
124+ 20.36% |
$8.76K - $11.4K
|
733
$64.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
124+ 0.99% |
$8.76K - $11.4K
|
12.7K
$1.11M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
123+ 46.24% |
$8.69K - $11.4K
|
389
$34.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
116+ 0.31% |
$8.2K - $10.7K
|
37K
$3.26M
|