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 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-332- 9.63% |
$23.5K - $30.6K
|
3.11K
$274K
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-332- 6.03% |
$23.5K - $30.6K
|
5.17K
$455K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-334- 2.23% |
$23.6K - $30.8K
|
14.7K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-336- 10.34% |
$23.7K - $31K
|
2.91K
$256K
|
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-337- 2.65% |
$23.8K - $31.1K
|
12.4K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-341- 0.88% |
$24.1K - $31.5K
|
38.4K
$3.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-353- 9.61% |
$24.9K - $32.6K
|
3.32K
$292K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-362- 22.77% |
$25.6K - $33.4K
|
1.23K
$108K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-364- 3.58% |
$25.7K - $33.6K
|
9.8K
$862K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-368- 2.79% |
$26K - $34K
|
12.8K
$1.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-380- 11.2% |
$26.9K - $35.1K
|
3.01K
$265K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-380- 35.58% |
$26.9K - $35.1K
|
688
$60.5K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-384- 1.11% |
$27.1K - $35.4K
|
34.3K
$3.01M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-389- 1.78% |
$27.5K - $35.9K
|
21.4K
$1.88M
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-392- 2.06% |
$27.7K - $36.2K
|
18.6K
$1.64M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-393- 2.76% |
$27.8K - $36.3K
|
13.8K
$1.22M
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-400Closed |
$28.3K - $36.9K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-400- 3.7% |
$28.3K - $36.9K
|
10.4K
$915K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-400- 20.9% |
$28.3K - $36.9K
|
1.51K
$133K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-400- 2.39% |
$28.3K - $36.9K
|
16.3K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-400- 1.2% |
$28.3K - $36.9K
|
32.8K
$2.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-400- 19.05% |
$28.3K - $36.9K
|
1.7K
$149K
|
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-404- 0.88% |
$28.5K - $37.3K
|
45.5K
$4M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-406- 2.17% |
$28.7K - $37.5K
|
18.3K
$1.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-411- 1.6% |
$29K - $37.9K
|
25.3K
$2.23M
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-413- 74.28% |
$29.2K - $38.1K
|
143
$12.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-414- 4.73% |
$29.3K - $38.2K
|
8.34K
$733K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-417- 0.62% |
$29.5K - $38.5K
|
66.6K
$5.86M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-419- 2.99% |
$29.6K - $38.7K
|
13.6K
$1.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-437- 6.65% |
$30.9K - $40.3K
|
6.14K
$540K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-451- 4.39% |
$31.9K - $41.6K
|
9.82K
$863K
|
|
|
Aug 15, 2022
Q2 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-469- 7.65% |
$33.1K - $43.3K
|
5.67K
$498K
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-472- 4.48% |
$33.4K - $43.6K
|
10.1K
$885K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-484Closed |
$34.2K - $44.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-488- 7.67% |
$34.5K - $45K
|
5.88K
$517K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-495- 0.05% |
$35K - $45.7K
|
978K
$86M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-500- 50.51% |
$35.3K - $46.1K
|
490
$43.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
SELL
|
- |
-500- 15.38% |
$35.3K - $46.1K
|
2.75K
$242K
|
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-500- 3.34% |
$35.3K - $46.1K
|
14.5K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-500Closed |
$35.3K - $46.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-500- 6.85% |
$35.3K - $46.1K
|
6.8K
$598K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-501- 7.33% |
$35.4K - $46.2K
|
6.34K
$557K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-502- 4.66% |
$35.5K - $46.3K
|
10.3K
$904K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-510- 22.75% |
$36K - $47.1K
|
1.73K
$152K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-511- 5.84% |
$36.1K - $47.2K
|
8.24K
$724K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-514- 1.24% |
$36.3K - $47.4K
|
41.1K
$3.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-521- 93.04% |
$36.8K - $48.1K
|
39
$3.43K
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
SELL
|
- |
-531- 2.18% |
$37.5K - $49K
|
23.8K
$2.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-532- 13.41% |
$37.6K - $49.1K
|
3.43K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-533Closed |
$37.7K - $49.2K
|
0
$0
|