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 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-5.66K
- 5.67%
$400K - $522K
94.1K $8.23M
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

SELL
 -
-5.72K
- 21.72%
$404K - $528K
20.6K $1.8M
Jul 29, 2022 Q2 2022
Client First Capital LLC

SELL
 -
-5.76K
Closed
$407K - $532K
0 $0
Aug 05, 2022 Q2 2022
Interchange Capital Partners, LLC

SELL
 -
-5.77K
- 36.81%
$407K - $532K
9.9K $866K
Jul 13, 2022 Q2 2022
Stillwater Capital Advisors, LLC

SELL
 -
-5.79K
- 10.11%
$409K - $534K
51.5K $4.51M
Aug 15, 2022 Q2 2022
All Terrain Financial Advisors, LLC

Coon Rapids, MN
SELL
 -
-5.91K
- 71.28%
$417K - $545K
2.38K $208K
Aug 04, 2022 Q2 2022
Texas Capital Bank Wealth Management Services Inc

SELL
 -
-5.97K
- 4.9%
$422K - $551K
116K $10.1M
Aug 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-5.99K
- 27.82%
$423K - $553K
15.6K $1.36M
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-6K
- 17.06%
$424K - $554K
29.2K $2.55M
Aug 12, 2022 Q2 2022
Capstone Wealth Management Group, LLC

Clarks Green, PA
SELL
 -
-6.12K
- 24.02%
$432K - $564K
19.3K $1.69M
Jul 11, 2022 Q2 2022
Innova Wealth Partners

SELL
 -
-6.14K
- 8.43%
$434K - $567K
66.7K $5.83M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-6.15K
- 7.07%
$434K - $567K
80.8K $7.07M
Jul 01, 2022 Q2 2022
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-6.2K
- 13.16%
$438K - $572K
40.9K $3.58M
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-6.37K
- 37.11%
$450K - $588K
10.8K $944K
Jul 26, 2022 Q2 2022
First Merchants Corp

SELL
 -
-6.39K
- 14.53%
$451K - $589K
37.5K $3.28M
Aug 12, 2022 Q2 2022
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-6.4K
- 1.88%
$452K - $591K
334K $29.2M
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-6.43K
- 2.85%
$454K - $593K
219K $19.1M
Aug 01, 2022 Q2 2022
Southern Farm Bureau Life Insurance

SELL
 -
-6.5K
- 9.46%
$459K - $600K
62.2K $5.44M
Jul 11, 2022 Q2 2022
Center Star Asset Management, LLC

SELL
 -
-6.5K
Closed
$460K - $600K
0 $0
Jul 25, 2022 Q2 2022
Kessler Investment Group, LLC

SELL
 -
-6.57K
- 86.95%
$464K - $606K
985 $86.2K
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-6.61K
- 20.54%
$467K - $610K
25.6K $2.24M
Jul 15, 2022 Q2 2022
Newfound Research LLC

SELL
 -
-6.77K
Closed
$478K - $624K
0 $0
Jul 27, 2022 Q2 2022
Marion Wealth Management

SELL
 -
-6.85K
- 38.17%
$484K - $632K
11.1K $970K
Aug 12, 2022 Q2 2022
River Front Investment Group, LLC

Richmond, VA
SELL
 -
-6.87K
- 1.62%
$485K - $634K
417K $36.5M
Aug 05, 2022 Q2 2022
Amg National Trust Bank

SELL
 -
-6.91K
- 28.43%
$488K - $638K
17.4K $1.52M
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

SELL
 -
-6.94K
- 59.7%
$490K - $640K
4.68K $410K
Jul 14, 2022 Q2 2022
Precision Wealth Strategies, LLC

SELL
 -
-6.95K
- 58.04%
$491K - $641K
5.02K $439K
Jul 11, 2022 Q2 2022
Peterson Wealth Services

SELL
 -
-6.96K
- 7.41%
$492K - $642K
87K $7.61M
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

SELL
 -
-6.98K
- 31.69%
$493K - $644K
15K $1.32M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

SELL
 -
-7.01K
- 11.27%
$495K - $647K
55.2K $4.83M
Aug 05, 2022 Q2 2022
Royal Harbor Partners, LLC

SELL
 -
-7.02K
Closed
$496K - $648K
0 $0
Aug 01, 2022 Q2 2022
Graypoint LLC

SELL
 -
-7.04K
- 6.4%
$498K - $650K
103K $9.01M
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

SELL
 -
-7.12K
- 20.5%
$503K - $657K
27.6K $2.41M
Jul 19, 2022 Q2 2022
Gfs Advisors, LLC

SELL
 -
-7.13K
- 62.55%
$503K - $657K
4.27K $373K
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

SELL
 -
-7.18K
- 2.37%
$508K - $663K
295K $25.8M
Aug 01, 2022 Q2 2022
Bray Capital Advisors

SELL
 -
-7.4K
- 16.2%
$523K - $683K
38.3K $3.35M
Aug 15, 2022 Q2 2022
Audent Global Asset Management, LLC

West Hollywood, CA
SELL
 -
-7.6K
- 22.56%
$537K - $701K
26.1K $2.28M
Jul 18, 2022 Q2 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

SELL
 -
-7.61K
- 21.92%
$538K - $702K
27.1K $2.37M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

SELL
 -
-7.7K
- 11.68%
$544K - $711K
58.3K $5.1M
Jul 26, 2022 Q2 2022
Brendel Financial Advisors LLC

SELL
 -
-7.92K
- 45.59%
$560K - $731K
9.46K $827K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

SELL
 -
-8.54K
- 47.9%
$603K - $788K
9.29K $812K
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-8.57K
- 10.42%
$606K - $791K
73.7K $6.44M
Aug 12, 2022 Q2 2022
Scissortail Wealth Management, LLC

Tulsa, OK
SELL
 -
-8.67K
Closed
$612K - $800K
0 $0
Jul 28, 2022 Q2 2022
Alta Wealth Advisors LLC

SELL
 -
-8.81K
Closed
$622K - $813K
0 $0
Jul 25, 2022 Q2 2022
Tnf LLC

SELL
 -
-9.07K
- 47.01%
$641K - $837K
10.2K $894K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-9.18K
- 6.11%
$648K - $847K
141K $12.3M
Aug 10, 2022 Q2 2022
Mount Lucas Management LP

Newtown, PA
SELL
 -
-9.22K
- 44.45%
$652K - $851K
11.5K $1.01M
Jul 25, 2022 Q2 2022
Lee Danner & Bass Inc

SELL
 -
-9.26K
Closed
$654K - $855K
0 $0
Aug 12, 2022 Q2 2022
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-9.44K
- 59.4%
$667K - $871K
6.45K $564K

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