Purchases and Sales Made in Q2 2022 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 11, 2022 Q2 2022
Avondale Wealth Management

SELL
 -
-546
- 3.99%
$38.6K - $50.4K
13.2K $1.16M
Jul 13, 2022 Q2 2022
Mechanics Bank Trust Department

SELL
 -
-547
- 3.27%
$38.7K - $50.5K
16.2K $1.42M
Oct 03, 2022 Q2 2022
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-550
- 7.21%
$38.9K - $50.8K
7.08K $623K
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

SELL
 -
-556
- 35.8%
$39.3K - $51.3K
997 $87.7K
Aug 12, 2022 Q2 2022
Fca Corp

Houston, TX
SELL
 -
-566
- 3.82%
$40K - $52.2K
14.3K $1.25M
Jul 19, 2022 Q2 2022
Wespac Advisors So Cal, LLC

SELL
 -
-578
- 1.27%
$40.8K - $53.3K
45K $3.96M
Aug 01, 2022 Q2 2022
Peddock Capital Advisors, LLC

SELL
 -
-582
- 14.46%
$41.1K - $53.7K
3.44K $303K
Aug 11, 2022 Q2 2022
Herbst Group, LLC

Westport, CT
SELL
 -
-594
- 1.27%
$42K - $54.8K
46.2K $4.06M
Aug 09, 2022 Q2 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-605
- 4.76%
$42.7K - $55.8K
12.1K $1.06M
Aug 10, 2022 Q2 2022
Coco Enterprises, LLC

Whitefish, MT
SELL
 -
-608
- 0.78%
$43K - $56.1K
77.7K $6.83M
Aug 02, 2022 Q2 2022
Papp L Roy & Associates

SELL
 -
-615
- 5.02%
$43.5K - $56.8K
11.6K $1.02M
Oct 13, 2023 Q2 2022
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-624
- 49.17%
$44.1K - $57.6K
645 $56.7K
Aug 08, 2022 Q2 2022
Mba Advisors LLC

Hermitage, PA
SELL
 -
-636
- 14.3%
$44.9K - $58.7K
3.81K $335K
Aug 02, 2022 Q2 2022
Investment Management Of Virginia LLC

SELL
 -
-650
- 1.01%
$45.9K - $60K
63.8K $5.61M
Aug 08, 2022 Q2 2022
Rock Creek Group, LP

SELL
 -
-652
- 48.95%
$46.1K - $60.2K
680 $59.8K
Jul 25, 2022 Q2 2022
Saxon Interests, Inc.

SELL
 -
-667
- 1.18%
$47.1K - $61.6K
56K $4.93M
Aug 09, 2022 Q2 2022
Vickerman Investment Advisors, Inc.

Spokane, WA
SELL
 -
-687
- 0.93%
$48.5K - $63.4K
73.3K $6.45M
Jul 27, 2022 Q2 2022
Lowe Brockenbrough & CO Inc

SELL
 -
-700
- 1.94%
$49.5K - $64.6K
35.5K $3.12M
Aug 11, 2022 Q2 2022
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-700
- 12.64%
$49.5K - $64.6K
4.84K $426K
Aug 03, 2022 Q2 2022
Strategic Advisors LLC

SELL
 -
-708
- 5.95%
$50K - $65.3K
11.2K $985K
Jul 06, 2022 Q2 2022
Wiley Bros. Aintree Capital, LLC

SELL
 -
-724
- 9.64%
$51.2K - $66.8K
6.79K $597K
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-724
- 2.47%
$51.2K - $66.8K
28.6K $2.52M
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-725
- 11.47%
$51.2K - $66.9K
5.6K $492K
Aug 08, 2022 Q2 2022
Gyroscope Capital Management Group, LLC

SELL
 -
-728
- 3.2%
$51.4K - $67.2K
22K $1.94M
Jul 28, 2022 Q2 2022
Apexium Financial, LP

SELL
 -
-730
- 18.22%
$51.6K - $67.4K
3.28K $288K
Jul 27, 2022 Q2 2022
Anson Capital, Inc.

SELL
 -
-741
- 9.68%
$52.4K - $68.4K
6.92K $608K
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

SELL
 -
-745
- 4.26%
$52.6K - $68.7K
16.7K $1.47M
Jul 22, 2022 Q2 2022
Signature Wealth Management Partners, LLC

SELL
 -
-750
- 10.21%
$53K - $69.2K
6.6K $580K
Aug 17, 2022 Q2 2022
Advisory Research Inc

Chicago, IL
SELL
 -
-760
- 8.01%
$53.7K - $70.1K
8.72K $767K
Jul 15, 2022 Q2 2022
Fsc Wealth Advisors, LLC

SELL
 -
-778
Closed
$55K - $71.8K
0 $0
Aug 04, 2022 Q2 2022
Platform Technology Partners

SELL
 -
-778
- 8.06%
$55K - $71.8K
8.88K $781K
Jul 06, 2022 Q2 2022
Advocacy Wealth Management Services, LLC

SELL
 -
-808
- 9.33%
$57.1K - $74.6K
7.85K $691K
Jul 19, 2022 Q2 2022
Windward Private Wealth Management Inc.

SELL
 -
-810
- 12.43%
$57.2K - $74.7K
5.7K $502K
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-814
- 7.5%
$57.5K - $75.1K
10K $882K
Aug 11, 2022 Q2 2022
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-836
- 6.61%
$59.1K - $77.1K
11.8K $1.04M
Aug 11, 2022 Q2 2022
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-845
- 12.41%
$59.7K - $78K
5.97K $525K
Aug 15, 2022 Q2 2022
Forbes Financial Planning, Inc.

East Greenwich, RI
SELL
 -
-848
- 3.06%
$59.9K - $78.3K
26.9K $2.37M
Oct 09, 2024 Q2 2022
Cladis Investment Advisory, LLC

Billings, MT
SELL
 -
-855
- 6.78%
$60.4K - $78.9K
11.8K $1.03M
Aug 12, 2022 Q2 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-857
- 2.24%
$60.6K - $79.1K
37.3K $3.28M
Jul 21, 2022 Q2 2022
Ironwood Wealth Management, Inc.

SELL
 -
-872
- 1.74%
$61.6K - $80.5K
49.3K $4.33M
Aug 12, 2022 Q2 2022
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-890
- 19.33%
$62.9K - $82.1K
3.72K $327K
Aug 12, 2022 Q2 2022
Bluesphere Advisors, LLC

East Norriton, PA
SELL
 -
-893
- 16.22%
$63.1K - $82.4K
4.61K $406K
Aug 11, 2022 Q2 2022
Viewpoint Capital Management LLC

Seattle, WA
SELL
 -
-930
- 24.47%
$65.7K - $85.8K
2.87K $252K
Aug 02, 2022 Q2 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-933
- 38.47%
$65.9K - $86.1K
1.49K $131K
Aug 04, 2022 Q2 2022
Berkeley Capital Partners, LLC

SELL
 -
-944
- 8.98%
$66.7K - $87.1K
9.57K $841K
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-948
- 1.1%
$67K - $87.5K
85.1K $7.48M
Aug 05, 2022 Q2 2022
Lebenthal Global Advisors, LLC

SELL
 -
-950
- 9.5%
$67.1K - $87.7K
9.05K $795K
Aug 11, 2022 Q2 2022
Overbrook Management Corp

New York, NY
SELL
 -
-972
- 9.27%
$68.7K - $89.7K
9.51K $836K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-988
- 9.05%
$69.8K - $91.2K
9.93K $873K

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