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 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-170- 1.13% |
$12K - $15.7K
|
14.8K
$1.31M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-178- 0.8% |
$12.6K - $16.4K
|
22.2K
$1.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-182Closed |
$12.9K - $16.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-185- 3.82% |
$13.1K - $17.1K
|
4.66K
$410K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-186- 0.82% |
$13.1K - $17.2K
|
22.5K
$1.98M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-190- 0.49% |
$13.4K - $17.5K
|
38.8K
$3.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-198- 1.4% |
$14K - $18.3K
|
13.9K
$1.23M
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-200- 5.88% |
$14.1K - $18.5K
|
3.2K
$282K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-200- 9.48% |
$14.1K - $18.5K
|
1.91K
$168K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-200- 2.05% |
$14.1K - $18.5K
|
9.58K
$843K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-200- 1.3% |
$14.1K - $18.5K
|
15.2K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-203- 1.0% |
$14.3K - $18.7K
|
20.2K
$1.77M
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-206- 2.93% |
$14.6K - $19K
|
6.82K
$601K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-206- 20.1% |
$14.6K - $19K
|
819
$72.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-207- 15.42% |
$14.6K - $19.1K
|
1.14K
$99.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-212- 53.67% |
$15K - $19.6K
|
183
$16.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-217- 4.23% |
$15.3K - $20K
|
4.92K
$433K
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-229- 5.57% |
$16.2K - $21.1K
|
3.88K
$342K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-231- 0.89% |
$16.3K - $21.3K
|
25.6K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-236- 2.04% |
$16.7K - $21.8K
|
11.3K
$997K
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-240- 2.35% |
$17K - $22.1K
|
9.97K
$877K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-247- 2.29% |
$17.5K - $22.8K
|
10.5K
$927K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-248- 2.29% |
$17.5K - $22.9K
|
10.6K
$932K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
SELL
|
- |
-250- 1.06% |
$17.7K - $23.1K
|
23.4K
$2.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-254- 2.99% |
$17.9K - $23.4K
|
8.23K
$724K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-255Closed |
$18K - $23.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-256- 4.17% |
$18.1K - $23.6K
|
5.89K
$518K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-257Closed |
$18.2K - $23.7K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-275- 5.73% |
$19.4K - $25.4K
|
4.53K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-277- 19.65% |
$19.6K - $25.6K
|
1.13K
$99.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-278- 1.19% |
$19.6K - $25.7K
|
23.1K
$2.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-279- 0.57% |
$19.7K - $25.7K
|
48.3K
$4.25M
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-280- 4.05% |
$19.8K - $25.8K
|
6.63K
$584K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-282- 2.65% |
$19.9K - $26K
|
10.4K
$913K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-283- 4.15% |
$20K - $26.1K
|
6.53K
$575K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-284Closed |
$20.1K - $26.2K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-285- 47.82% |
$20.1K - $26.3K
|
311
$27.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-286- 2.04% |
$20.2K - $26.4K
|
13.8K
$1.21M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-290- 1.34% |
$20.5K - $26.8K
|
21.4K
$1.89M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-291Closed |
$20.6K - $26.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-292- 3.32% |
$20.6K - $26.9K
|
8.5K
$748K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-294- 0.87% |
$20.8K - $27.1K
|
33.3K
$2.93M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-296- 7.43% |
$20.9K - $27.3K
|
3.69K
$325K
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-300- 8.63% |
$21.2K - $27.7K
|
3.18K
$279K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-304- 1.26% |
$21.5K - $28.1K
|
23.8K
$2.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-306- 7.21% |
$21.6K - $28.2K
|
3.94K
$347K
|
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-315- 1.67% |
$22.3K - $29.1K
|
18.6K
$1.64M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-320- 4.01% |
$22.6K - $29.5K
|
7.66K
$675K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-322- 6.84% |
$22.8K - $29.7K
|
4.39K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-330- 2.89% |
$23.3K - $30.5K
|
11.1K
$976K
|