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 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-68- 1.1% |
$4.8K - $6.28K
|
6.12K
$539K
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-70- 1.52% |
$4.95K - $6.46K
|
4.55K
$400K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-70- 2.59% |
$4.95K - $6.46K
|
2.63K
$232K
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-71Closed |
$5.02K - $6.55K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-75Closed |
$5.3K - $6.92K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 0.71% |
$5.3K - $6.92K
|
10.5K
$927K
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-76- 2.45% |
$5.37K - $7.01K
|
3.02K
$266K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-78- 1.6% |
$5.51K - $7.2K
|
4.8K
$423K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-79- 30.5% |
$5.58K - $7.29K
|
180
$15.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-81- 0.31% |
$5.72K - $7.47K
|
26K
$2.29M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-81- 0.82% |
$5.72K - $7.47K
|
9.78K
$861K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-83Closed |
$5.86K - $7.66K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-85- 1.03% |
$6.01K - $7.84K
|
8.19K
$721K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-85- 2.77% |
$6.01K - $7.84K
|
2.98K
$263K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-88- 2.18% |
$6.22K - $8.12K
|
3.95K
$348K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-89- 89.0% |
$6.29K - $8.21K
|
11
$968
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-90- 0.71% |
$6.36K - $8.31K
|
12.5K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-90- 50.85% |
$6.36K - $8.31K
|
87
$7.66K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-91- 0.89% |
$6.43K - $8.4K
|
10.1K
$887K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-97- 2.6% |
$6.85K - $8.95K
|
3.63K
$320K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-98Closed |
$6.92K - $9.04K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-98- 5.76% |
$6.92K - $9.04K
|
1.6K
$141K
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-99Closed |
$7K - $9.14K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-100- 1.14% |
$7.07K - $9.23K
|
8.66K
$762K
|
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-100- 2.7% |
$7.07K - $9.23K
|
3.6K
$317K
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
SELL
|
- |
-101- 0.44% |
$7.14K - $9.32K
|
23.1K
$2.03M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-102- 2.15% |
$7.21K - $9.41K
|
4.64K
$408K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-105- 1.27% |
$7.42K - $9.69K
|
8.15K
$718K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-110- 2.45% |
$7.77K - $10.2K
|
4.37K
$385K
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-111- 1.96% |
$7.84K - $10.2K
|
5.55K
$488K
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-115- 3.51% |
$8.13K - $10.6K
|
3.16K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-115- 5.17% |
$8.13K - $10.6K
|
2.11K
$186K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-116- 11.36% |
$8.2K - $10.7K
|
905
$79.7K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-119- 1.7% |
$8.41K - $11K
|
6.87K
$605K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-125- 0.33% |
$8.83K - $11.5K
|
38.3K
$3.37M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-126- 0.7% |
$8.9K - $11.6K
|
17.9K
$1.57M
|
|
|
Jul 26, 2022
Q2 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-129- 2.31% |
$9.12K - $11.9K
|
5.46K
$481K
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-133- 0.97% |
$9.4K - $12.3K
|
13.5K
$1.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-134- 2.09% |
$9.47K - $12.4K
|
6.26K
$551K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-134- 1.31% |
$9.47K - $12.4K
|
10.1K
$887K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-145- 2.91% |
$10.2K - $13.4K
|
4.84K
$426K
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-147- 0.9% |
$10.4K - $13.6K
|
16.1K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-149- 21.91% |
$10.5K - $13.7K
|
531
$46.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-150Closed |
$10.6K - $13.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-157- 2.14% |
$11.1K - $14.5K
|
7.17K
$632K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-158- 5.04% |
$11.2K - $14.6K
|
2.97K
$262K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-159- 0.34% |
$11.2K - $14.7K
|
46K
$4.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-161- 1.82% |
$11.4K - $14.9K
|
8.68K
$764K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-162Closed |
$11.4K - $14.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-166- 0.82% |
$11.7K - $15.3K
|
20.2K
$1.78M
|