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 15, 2022
Q2 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.45K- 3.55% |
$102K - $133K
|
39.3K
$3.46M
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.5K- 9.52% |
$106K - $139K
|
14.3K
$1.26M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.56K- 2.52% |
$110K - $143K
|
60.2K
$5.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.56K- 11.74% |
$110K - $144K
|
11.7K
$1.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.58K- 7.03% |
$111K - $145K
|
20.8K
$1.83M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.61K- 7.42% |
$114K - $149K
|
20.1K
$1.77M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.61K- 10.18% |
$114K - $149K
|
14.2K
$1.25M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.62K- 7.54% |
$114K - $149K
|
19.8K
$1.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.63K- 1.17% |
$115K - $150K
|
138K
$12.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.64K- 4.92% |
$116K - $151K
|
31.6K
$2.78M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.64KClosed |
$116K - $151K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.67KClosed |
$118K - $154K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.69KClosed |
$119K - $156K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.69K- 1.87% |
$120K - $156K
|
88.9K
$7.82M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.7K- 4.1% |
$120K - $157K
|
39.8K
$3.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.73K- 6.44% |
$122K - $159K
|
25.1K
$2.21M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.73K- 5.98% |
$122K - $160K
|
27.2K
$2.39M
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.76K- 1.69% |
$124K - $162K
|
102K
$9M
|
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.85K- 2.77% |
$130K - $170K
|
64.8K
$5.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.86K- 5.61% |
$131K - $171K
|
31.2K
$2.75M
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.86K- 25.88% |
$132K - $172K
|
5.34K
$469K
|
|
|
Aug 05, 2022
Q2 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-1.89K- 3.08% |
$133K - $174K
|
59.5K
$5.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.93K- 1.2% |
$136K - $178K
|
159K
$14M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.97KClosed |
$139K - $182K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.99K- 1.71% |
$140K - $183K
|
114K
$10M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.99K- 30.6% |
$141K - $184K
|
4.51K
$397K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2K- 37.62% |
$141K - $185K
|
3.32K
$292K
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2K- 9.05% |
$141K - $185K
|
20.1K
$1.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2K- 8.49% |
$141K - $185K
|
21.6K
$1.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.01K- 4.17% |
$142K - $185K
|
46.1K
$4.06M
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 3.55% |
$143K - $187K
|
54.9K
$4.83M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.03K- 13.44% |
$143K - $187K
|
13.1K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.05K- 10.25% |
$145K - $189K
|
17.9K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.09K- 15.05% |
$148K - $193K
|
11.8K
$1.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
SELL
|
- |
-2.11K- 31.06% |
$149K - $195K
|
4.69K
$412K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.13K- 5.86% |
$150K - $196K
|
34.1K
$3M
|
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.17K- 2.83% |
$153K - $200K
|
74.3K
$6.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.18KClosed |
$154K - $201K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.19K- 76.12% |
$155K - $202K
|
688
$60.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.21K- 6.59% |
$156K - $204K
|
31.3K
$2.75M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 39.01% |
$156K - $204K
|
3.46K
$304K
|
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
SELL
|
- |
-2.25K- 20.25% |
$159K - $208K
|
8.86K
$779K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.28K- 2.89% |
$161K - $211K
|
76.7K
$6.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.3K- 23.41% |
$163K - $212K
|
7.53K
$662K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.31K- 6.02% |
$163K - $213K
|
36K
$3.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-2.32K- 20.4% |
$164K - $214K
|
9.05K
$796K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.33K- 1.24% |
$164K - $215K
|
185K
$16.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.33K- 24.06% |
$165K - $215K
|
7.35K
$647K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.34K- 13.19% |
$165K - $216K
|
15.4K
$1.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.35K- 2.79% |
$166K - $216K
|
81.7K
$7.19M
|