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 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2- 0.03% |
$141 - $185
|
5.76K
$507K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5- 1.68% |
$353 - $461
|
293
$25.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.07% |
$353 - $461
|
7.2K
$633K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7- 0.05% |
$495 - $646
|
14.3K
$1.26M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11- 0.3% |
$777 - $1.02K
|
3.62K
$319K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-11Closed |
$777 - $1.02K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-12- 3.37% |
$848 - $1.11K
|
344
$30.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-13- 0.15% |
$919 - $1.2K
|
8.72K
$767K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-14- 0.23% |
$989 - $1.29K
|
6.04K
$532K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-14- 0.09% |
$989 - $1.29K
|
14.8K
$1.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-14Closed |
$989 - $1.29K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15- 1.31% |
$1.06K - $1.38K
|
1.13K
$99.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-16- 2.57% |
$1.13K - $1.48K
|
607
$53.4K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-18- 2.27% |
$1.27K - $1.66K
|
774
$68.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-19- 0.33% |
$1.34K - $1.75K
|
5.72K
$503K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-19- 0.12% |
$1.34K - $1.75K
|
15.7K
$1.38M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-19- 13.77% |
$1.34K - $1.75K
|
119
$10.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Nbw Capital LLC
|
SELL
|
- |
-20- 0.2% |
$1.41K - $1.85K
|
9.99K
$879K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-23- 0.05% |
$1.63K - $2.12K
|
48.8K
$4.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-23- 0.54% |
$1.63K - $2.12K
|
4.25K
$374K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-25- 6.53% |
$1.77K - $2.31K
|
358
$31.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-26- 4.73% |
$1.84K - $2.4K
|
524
$46.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-28- 4.73% |
$1.98K - $2.58K
|
564
$49.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-29- 0.3% |
$2.05K - $2.68K
|
9.74K
$857K
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-32Closed |
$2.26K - $2.95K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-33- 12.55% |
$2.33K - $3.05K
|
230
$20.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-34- 0.48% |
$2.4K - $3.14K
|
7.01K
$617K
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-36- 0.94% |
$2.54K - $3.32K
|
3.78K
$332K
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.69% |
$2.61K - $3.41K
|
5.36K
$472K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 0.05% |
$2.61K - $3.41K
|
80.4K
$7.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-37- 11.21% |
$2.61K - $3.41K
|
293
$25.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-37- 37.0% |
$2.61K - $3.41K
|
63
$5.55K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-38- 0.05% |
$2.69K - $3.51K
|
73.5K
$6.47M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-39- 0.52% |
$2.76K - $3.6K
|
7.44K
$655K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-40- 2.05% |
$2.83K - $3.69K
|
1.91K
$168K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-41Closed |
$2.9K - $3.78K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-45- 1.33% |
$3.18K - $4.15K
|
3.34K
$294K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-45- 1.32% |
$3.18K - $4.15K
|
3.37K
$296K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-47- 2.63% |
$3.32K - $4.34K
|
1.74K
$153K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-48- 7.41% |
$3.39K - $4.43K
|
600
$52.8K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-48- 31.58% |
$3.39K - $4.43K
|
104
$9.16K
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-50- 0.08% |
$3.53K - $4.61K
|
62.7K
$5.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-52- 0.63% |
$3.67K - $4.8K
|
8.22K
$724K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-52- 0.9% |
$3.67K - $4.8K
|
5.71K
$502K
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-56- 0.96% |
$3.96K - $5.17K
|
5.8K
$511K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56Closed |
$3.96K - $5.17K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-58- 0.68% |
$4.1K - $5.35K
|
8.48K
$746K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-64- 2.89% |
$4.52K - $5.91K
|
2.15K
$189K
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-65- 0.35% |
$4.59K - $6K
|
18.4K
$1.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-67- 1.48% |
$4.73K - $6.18K
|
4.46K
$393K
|