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
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

SELL
 -
-3.67K
- 7.14%
$260K - $339K
47.8K $4.18M
Jul 20, 2022 Q2 2022
Inverness Counsel LLC

SELL
 -
-3.69K
Closed
$261K - $341K
0 $0
Jul 22, 2022 Q2 2022
Intelligence Driven Advisers, LLC

SELL
 -
-3.71K
Closed
$262K - $343K
0 $0
Aug 15, 2022 Q2 2022
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-3.76K
Closed
$265K - $347K
0 $0
Jul 13, 2022 Q2 2022
Rockland Trust CO

SELL
 -
-3.79K
- 8.12%
$268K - $350K
42.9K $3.75M
Aug 12, 2022 Q2 2022
Dymon Asia Capital (Singapore) Pte. Ltd.

Singapore, U0
SELL
 -
-3.8K
Closed
$269K - $351K
0 $0
Aug 15, 2022 Q2 2022
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-3.86K
- 1.16%
$273K - $356K
328K $28.7M
Jul 26, 2022 Q2 2022
Jmg Financial Group, Ltd.

SELL
 -
-3.91K
Closed
$276K - $360K
0 $0
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-3.94K
- 61.41%
$278K - $364K
2.48K $217K
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

SELL
 -
-3.95K
- 13.47%
$279K - $364K
25.4K $2.22M
Aug 10, 2022 Q2 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-3.99K
- 14.31%
$282K - $368K
23.9K $2.09M
Aug 04, 2022 Q2 2022
Nova Point Capital, LLC

SELL
 -
-4.01K
Closed
$284K - $370K
0 $0
Jul 26, 2022 Q2 2022
Summit Financial Wealth Advisors, LLC

SELL
 -
-4.1K
Closed
$289K - $378K
0 $0
Jul 19, 2022 Q2 2022
Simplicity Wealth,Llc

SELL
 -
-4.15K
- 53.03%
$293K - $383K
3.67K $321K
Aug 05, 2022 Q2 2022
Univest Financial Corp

SELL
 -
-4.16K
- 3.85%
$294K - $384K
104K $9.08M
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-4.16K
- 9.26%
$294K - $384K
40.8K $3.57M
Jul 26, 2022 Q2 2022
Ballew Advisors, Inc

SELL
 -
-4.19K
- 24.59%
$296K - $387K
12.9K $1.12M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

SELL
 -
-4.19K
- 6.45%
$296K - $387K
60.8K $5.32M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-4.28K
- 8.98%
$302K - $395K
43.3K $3.79M
Jul 27, 2022 Q2 2022
Appleton Group, LLC

SELL
 -
-4.33K
Closed
$306K - $399K
0 $0
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

SELL
 -
-4.35K
- 34.36%
$307K - $402K
8.31K $727K
Jul 25, 2022 Q2 2022
Ulland Investment Advisors, LLC

SELL
 -
-4.36K
- 24.64%
$308K - $402K
13.3K $1.17M
Jul 21, 2022 Q2 2022
Bowling Portfolio Management LLC

SELL
 -
-4.4K
Closed
$311K - $406K
0 $0
Aug 12, 2022 Q2 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-4.41K
- 9.19%
$312K - $407K
43.6K $3.81M
Aug 03, 2022 Q2 2022
Camden Capital, LLC

SELL
 -
-4.44K
Closed
$314K - $410K
0 $0
Aug 12, 2022 Q2 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-4.46K
Closed
$315K - $412K
0 $0
Jul 25, 2022 Q2 2022
Chiron Capital Management, LLC

SELL
 -
-4.48K
Closed
$317K - $414K
0 $0
Jul 22, 2022 Q2 2022
Everett Harris & CO

SELL
 -
-4.5K
- 38.14%
$318K - $415K
7.3K $638K
Aug 09, 2022 Q2 2022
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-4.6K
- 8.23%
$325K - $424K
51.3K $4.48M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-4.65K
- 31.55%
$328K - $429K
10.1K $882K
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

SELL
 -
-4.7K
- 42.01%
$332K - $434K
6.49K $568K
Sep 14, 2022 Q2 2022
Prudent Investors Network, Inc.

Lake Forest, CA
SELL
 -
-4.73K
- 8.46%
$334K - $436K
51.2K $4.47M
Aug 03, 2022 Q2 2022
F Dx Advisors, Inc.

SELL
 -
-4.78K
- 28.12%
$338K - $441K
12.2K $1.07M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-4.82K
- 8.3%
$341K - $445K
53.3K $4.66M
Jul 22, 2022 Q2 2022
Gen Trust, LLC

SELL
 -
-4.86K
- 2.38%
$343K - $448K
199K $17.4M
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-4.87K
- 3.65%
$344K - $449K
129K $11.2M
Aug 12, 2022 Q2 2022
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-4.98K
- 25.62%
$352K - $459K
14.5K $1.26M
Aug 10, 2022 Q2 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-4.98K
- 10.16%
$352K - $460K
44K $3.85M
Jul 25, 2022 Q2 2022
Goldstream Capital Management LTD

SELL
 -
-5K
Closed
$353K - $461K
0 $0
Aug 02, 2022 Q2 2022
Jennison Associates LLC

SELL
 -
-5.06K
- 16.65%
$358K - $467K
25.3K $2.22M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-5.12K
- 33.65%
$362K - $473K
10.1K $884K
Jul 26, 2022 Q2 2022
Mason & Associates Inc

SELL
 -
-5.14K
- 37.31%
$363K - $475K
8.64K $756K
Aug 15, 2022 Q2 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-5.16K
Closed
$364K - $476K
0 $0
Aug 15, 2022 Q2 2022
Menard Financial Group LLC

Houston, TX
SELL
 -
-5.21K
- 27.44%
$368K - $481K
13.8K $1.2M
Aug 04, 2022 Q2 2022
Capital Advisors Wealth Management, LLC

SELL
 -
-5.22K
- 6.55%
$369K - $482K
74.5K $6.51M
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-5.36K
- 7.21%
$379K - $495K
69K $6.03M
Aug 11, 2022 Q2 2022
Johnson Financial Group, LLC

Denver, CO
SELL
 -
-5.42K
Closed
$383K - $500K
0 $0
Jul 19, 2022 Q2 2022
Capital Cs Group, LLC

SELL
 -
-5.43K
Closed
$384K - $501K
0 $0
Aug 05, 2022 Q2 2022
United Bank

SELL
 -
-5.52K
- 16.62%
$390K - $509K
27.7K $2.42M

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