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 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
116+ 24.07% |
$8.2K - $10.7K
|
598
$52.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
115+ 1.93% |
$8.13K - $10.6K
|
6.06K
$533K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
111+ 2.49% |
$7.84K - $10.2K
|
4.57K
$401K
|
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
101+ 3.01% |
$7.14K - $9.32K
|
3.45K
$304K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
100+ 100.0% |
$7.07K - $9.23K
|
200
$17.6K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 83.33% |
$7.07K - $9.23K
|
220
$19.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
99+ 0.78% |
$7K - $9.14K
|
12.7K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
99+ 0.18% |
$7K - $9.14K
|
54.3K
$4.77M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
96+ 0.92% |
$6.78K - $8.86K
|
10.6K
$929K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
92+ 3.07% |
$6.5K - $8.49K
|
3.09K
$272K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
90+ 4.93% |
$6.36K - $8.31K
|
1.92K
$168K
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
88+ 1.14% |
$6.22K - $8.12K
|
7.82K
$687K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
88+ 1.45% |
$6.22K - $8.12K
|
6.18K
$543K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
82+ 4.79% |
$5.79K - $7.57K
|
1.79K
$158K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
78+ 37.68% |
$5.51K - $7.2K
|
285
$25.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
77+ 0.86% |
$5.44K - $7.11K
|
9.03K
$794K
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
76+ 2.71% |
$5.37K - $7.01K
|
2.88K
$253K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
75+ 535.71% |
$5.3K - $6.92K
|
89
$7.83K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
74New |
$5.23K - $6.83K
|
74
$6.51K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
67New |
$4.73K - $6.18K
|
67
$5.89K
|
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
62+ 0.09% |
$4.38K - $5.72K
|
71.7K
$6.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
62+ 100.0% |
$4.38K - $5.72K
|
124
$10.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.28K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
60+ 0.73% |
$4.24K - $5.54K
|
8.24K
$725K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
55+ 0.63% |
$3.89K - $5.08K
|
8.79K
$773K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
55New |
$3.89K - $5.08K
|
55
$4.84K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
54+ 1.11% |
$3.82K - $4.98K
|
4.94K
$434K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
53+ 1.09% |
$3.74K - $4.89K
|
4.93K
$434K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
52+ 1.51% |
$3.67K - $4.8K
|
3.49K
$307K
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
51+ 1.04% |
$3.6K - $4.71K
|
4.95K
$435K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
50+ 0.97% |
$3.53K - $4.61K
|
5.22K
$459K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50+ 4.49% |
$3.53K - $4.61K
|
1.16K
$102K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49+ 3.1% |
$3.46K - $4.52K
|
1.63K
$144K
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
48+ 0.02% |
$3.39K - $4.43K
|
216K
$19M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
47+ 1.64% |
$3.32K - $4.34K
|
2.91K
$256K
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
40+ 1.08% |
$2.83K - $3.69K
|
3.75K
$330K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
39+ 0.74% |
$2.76K - $3.6K
|
5.29K
$465K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
38+ 1.05% |
$2.69K - $3.51K
|
3.65K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
38+ 0.24% |
$2.69K - $3.51K
|
15.6K
$1.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
38+ 20.65% |
$2.69K - $3.51K
|
222
$19.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
36+ 1.65% |
$2.54K - $3.32K
|
2.22K
$195K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
34+ 10.66% |
$2.4K - $3.14K
|
353
$31K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33+ 3.38% |
$2.33K - $3.05K
|
1.01K
$88.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
33+ 5.33% |
$2.33K - $3.05K
|
652
$57.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
30+ 0.95% |
$2.12K - $2.77K
|
3.19K
$281K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 1.11% |
$2.12K - $2.77K
|
2.72K
$239K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
29+ 0.98% |
$2.05K - $2.68K
|
3K
$263K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
28+ 1.02% |
$1.98K - $2.58K
|
2.78K
$245K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.3% |
$1.91K - $2.49K
|
8.98K
$790K
|