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 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
25+ 0.77% |
$1.77K - $2.31K
|
3.26K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
25+ 0.44% |
$1.77K - $2.31K
|
5.76K
$506K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
24+ 0.24% |
$1.7K - $2.21K
|
10.1K
$890K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
23+ 0.65% |
$1.63K - $2.12K
|
3.58K
$314K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
23+ 0.76% |
$1.63K - $2.12K
|
3.05K
$268K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
22New |
$1.55K - $2.03K
|
22
$1.93K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19New |
$1.34K - $1.75K
|
19
$1.67K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.27% |
$1.27K - $1.66K
|
6.75K
$594K
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
17+ 0.19% |
$1.2K - $1.57K
|
8.96K
$788K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15New |
$1.06K - $1.38K
|
15
$1.32K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
13+ 1.37% |
$919 - $1.2K
|
964
$84.8K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$848 - $1.11K
|
12
$1.06K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$848 - $1.11K
|
12
$1.06K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12+ 0.21% |
$848 - $1.11K
|
5.66K
$498K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
11+ 0.92% |
$777 - $1.02K
|
1.21K
$107K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.21% |
$636 - $831
|
4.37K
$385K
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
9+ 0.25% |
$636 - $831
|
3.58K
$315K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 4.4% |
$565 - $738
|
190
$16.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8New |
$565 - $738
|
8
$704
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
7+ 0.07% |
$495 - $646
|
10.4K
$912K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.16% |
$495 - $646
|
4.32K
$380K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 33.33% |
$424 - $554
|
24
$2.11K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.07% |
$424 - $554
|
568
$49.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
6+ 0.13% |
$424 - $554
|
4.73K
$416K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.5% |
$353 - $461
|
1.01K
$89K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 2.79% |
$353 - $461
|
184
$16.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 0.81% |
$283 - $369
|
497
$43.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
4+ 2.06% |
$283 - $369
|
198
$17.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.99% |
$283 - $369
|
410
$36.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.16% |
$283 - $369
|
2.48K
$218K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.74% |
$283 - $369
|
544
$47.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$212 - $277
|
4.22K
$371K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.25% |
$212 - $277
|
1.2K
$106K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.88% |
$212 - $277
|
344
$30.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.23% |
$141 - $185
|
165
$14.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.76% |
$141 - $185
|
266
$23.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$141 - $185
|
4.71K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.11% |
$141 - $185
|
1.75K
$154K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.19% |
$141 - $185
|
1.03K
$90.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.83% |
$141 - $185
|
242
$21.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 1.16% |
$141 - $185
|
174
$15.3K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.71% |
$141 - $185
|
119
$10.5K
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$70.7 - $92.3
|
10.3K
$909K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 3.57% |
$70.7 - $92.3
|
29
$2.55K
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$70.7 - $92.3
|
3.75K
$329K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.02% |
$70.7 - $92.3
|
5.09K
$448K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$70.7 - $92.3
|
11.6K
$1.02M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.1% |
$70.7 - $92.3
|
1.05K
$92.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2- 0.05% |
$141 - $185
|
4.35K
$383K
|