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 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.35K- 15.19% |
$166K - $217K
|
13.1K
$1.15M
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.35K- 11.68% |
$166K - $217K
|
17.8K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.37K- 9.45% |
$167K - $218K
|
22.7K
$1.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.37K- 14.77% |
$168K - $219K
|
13.7K
$1.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.38K- 38.58% |
$168K - $220K
|
3.79K
$331K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 0.86% |
$169K - $221K
|
275K
$24M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.42K- 0.49% |
$171K - $223K
|
487K
$42.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
SELL
|
- |
-2.49K- 4.3% |
$176K - $230K
|
55.4K
$4.85M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.51K- 41.85% |
$177K - $232K
|
3.49K
$305K
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-2.54K- 2.33% |
$179K - $234K
|
106K
$9.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.54K- 20.07% |
$180K - $235K
|
10.1K
$886K
|
|
|
Jul 21, 2022
Q2 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-2.57K- 25.29% |
$182K - $237K
|
7.6K
$665K
|
|
|
Jul 11, 2022
Q2 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.63KClosed |
$185K - $242K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.63K- 15.92% |
$185K - $242K
|
13.9K
$1.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.63K- 1.88% |
$186K - $243K
|
137K
$12M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.64KClosed |
$186K - $243K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-2.64KClosed |
$187K - $244K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.65KClosed |
$187K - $245K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.65K- 6.58% |
$187K - $245K
|
37.6K
$3.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.67KClosed |
$189K - $247K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.67K- 20.76% |
$189K - $247K
|
10.2K
$892K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-2.7KClosed |
$191K - $249K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 22.85% |
$191K - $249K
|
9.12K
$797K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-2.7KClosed |
$191K - $249K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.7K- 17.41% |
$191K - $250K
|
12.8K
$1.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.73KClosed |
$193K - $252K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.75K- 22.82% |
$194K - $254K
|
9.3K
$813K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.75KClosed |
$194K - $254K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.76KClosed |
$195K - $254K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.79KClosed |
$197K - $257K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-2.8K- 16.55% |
$198K - $258K
|
14.1K
$1.23M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-2.9KClosed |
$205K - $267K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.96K- 2.67% |
$209K - $273K
|
108K
$9.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.99K- 5.6% |
$211K - $276K
|
50.4K
$4.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3KClosed |
$212K - $277K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.01K- 4.92% |
$213K - $278K
|
58.1K
$5.09M
|
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.02K- 13.99% |
$213K - $278K
|
18.5K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.04K- 4.16% |
$215K - $281K
|
70.1K
$6.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.04K- 22.47% |
$215K - $281K
|
10.5K
$919K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.08KClosed |
$217K - $284K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-3.08K- 24.0% |
$218K - $284K
|
9.76K
$853K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-3.1K- 3.16% |
$219K - $286K
|
94.7K
$8.28M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.14K- 8.2% |
$222K - $289K
|
35.1K
$3.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.17K- 4.1% |
$224K - $293K
|
74.1K
$6.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.27K- 14.25% |
$231K - $302K
|
19.7K
$1.72M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.39K- 2.91% |
$239K - $312K
|
113K
$9.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.39K- 12.71% |
$240K - $313K
|
23.3K
$2.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.43K- 45.62% |
$242K - $316K
|
4.09K
$357K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-3.44K- 50.66% |
$243K - $317K
|
3.35K
$293K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.56K- 98.89% |
$252K - $329K
|
40
$3.5K
|