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 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-999- 1.03% |
$70.6K - $92.2K
|
96.1K
$8.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1K- 19.04% |
$70.7K - $92.3K
|
4.25K
$374K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1KClosed |
$70.7K - $92.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-1.02K- 14.84% |
$72.3K - $94.4K
|
5.87K
$516K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.03K- 63.11% |
$72.6K - $94.9K
|
601
$52.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.05K- 4.89% |
$74.5K - $97.3K
|
20.5K
$1.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.06K- 5.57% |
$74.7K - $97.5K
|
17.9K
$1.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.06K- 3.2% |
$74.8K - $97.7K
|
32.1K
$2.82M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.08K- 3.14% |
$76.3K - $99.7K
|
33.3K
$2.93M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.09K- 2.42% |
$77.2K - $101K
|
44.1K
$3.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.09K- 21.64% |
$77.2K - $101K
|
3.96K
$348K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.09K- 8.38% |
$77.3K - $101K
|
12K
$1.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.11K- 2.85% |
$78.1K - $102K
|
37.6K
$3.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.12K- 13.29% |
$78.8K - $103K
|
7.28K
$640K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.13K- 2.69% |
$79.6K - $104K
|
40.8K
$3.59M
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 1.88% |
$79.9K - $104K
|
59K
$5.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.14K- 0.71% |
$80.3K - $105K
|
159K
$14M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.17K- 1.76% |
$82.8K - $108K
|
65.5K
$5.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.2K- 0.68% |
$85K - $111K
|
175K
$15.4M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 0.67% |
$86.5K - $113K
|
181K
$15.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.23K- 81.74% |
$87K - $114K
|
275
$24.2K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.26K- 4.89% |
$88.7K - $116K
|
24.4K
$2.14M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.27K- 9.86% |
$89.4K - $117K
|
11.6K
$1.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.27K- 2.56% |
$89.7K - $117K
|
48.3K
$4.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.28K- 8.66% |
$90.2K - $118K
|
13.5K
$1.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.29K- 24.55% |
$90.8K - $119K
|
3.95K
$347K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$91.5K - $120K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.3K- 9.86% |
$92.1K - $120K
|
11.9K
$1.05M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.3K- 32.85% |
$92.1K - $120K
|
2.66K
$234K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.31K- 1.66% |
$92.3K - $121K
|
77.4K
$6.81M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.31K- 30.02% |
$92.5K - $121K
|
3.05K
$268K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.32K- 7.15% |
$93.5K - $122K
|
17.2K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.33K- 90.05% |
$94K - $123K
|
147
$12.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.34K- 2.96% |
$94.8K - $124K
|
44K
$3.87M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.34K- 2.7% |
$94.8K - $124K
|
48.4K
$4.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.35K- 24.49% |
$95.6K - $125K
|
4.17K
$367K
|
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.36K- 0.98% |
$95.7K - $125K
|
136K
$12M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.36K- 32.41% |
$96K - $125K
|
2.83K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.37K- 23.7% |
$96.6K - $126K
|
4.4K
$387K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.37K- 6.2% |
$96.9K - $127K
|
20.8K
$1.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.37K- 95.01% |
$96.9K - $127K
|
72
$6.33K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.37K- 0.89% |
$97K - $127K
|
153K
$13.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.38K- 1.18% |
$97.3K - $127K
|
116K
$10.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.38K- 23.27% |
$97.5K - $127K
|
4.55K
$400K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.38K- 3.17% |
$97.8K - $128K
|
42.2K
$3.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-1.4K- 0.78% |
$99K - $129K
|
178K
$15.6M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.41K- 4.83% |
$99.3K - $130K
|
27.7K
$2.44M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.42K- 3.27% |
$100K - $131K
|
41.9K
$3.69M
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.42K- 33.09% |
$101K - $131K
|
2.88K
$253K
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-1.45K- 28.75% |
$102K - $133K
|
3.58K
$315K
|