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
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-9.55K- 10.02% |
$675K - $882K
|
85.8K
$7.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-9.8KClosed |
$693K - $905K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-9.85K- 4.22% |
$696K - $909K
|
224K
$19.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-9.95K- 16.68% |
$703K - $918K
|
49.7K
$4.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-9.95K- 7.23% |
$703K - $918K
|
128K
$11.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-9.97K- 43.24% |
$704K - $920K
|
13.1K
$1.14M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.1K- 53.97% |
$713K - $931K
|
8.6K
$752K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 79.12% |
$714K - $932K
|
2.67K
$233K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.2K- 44.74% |
$719K - $939K
|
12.6K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-10.3K- 47.92% |
$730K - $953K
|
11.2K
$982K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10.5K- 19.69% |
$739K - $965K
|
42.7K
$3.73M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.7K- 25.23% |
$759K - $991K
|
31.8K
$2.78M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-10.8K- 31.91% |
$763K - $997K
|
23.1K
$2.02M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.9K- 44.62% |
$767K - $1M
|
13.5K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.9K- 33.9% |
$769K - $1M
|
21.2K
$1.86M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-11K- 9.09% |
$779K - $1.02M
|
110K
$9.64M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.2K- 30.19% |
$790K - $1.03M
|
25.9K
$2.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-11.3KClosed |
$799K - $1.04M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11.5KClosed |
$810K - $1.06M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.5K- 8.32% |
$811K - $1.06M
|
126K
$11.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-11.6K- 32.86% |
$820K - $1.07M
|
23.7K
$2.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.6K- 50.16% |
$820K - $1.07M
|
11.5K
$1.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$821K - $1.07M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.6K- 25.06% |
$821K - $1.07M
|
34.7K
$3.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11.8K- 29.33% |
$834K - $1.09M
|
28.4K
$2.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-11.9K- 68.0% |
$842K - $1.1M
|
5.61K
$491K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-11.9K- 9.4% |
$843K - $1.1M
|
115K
$10.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-12K- 7.99% |
$848K - $1.11M
|
138K
$12.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-12.5K- 25.97% |
$883K - $1.15M
|
35.6K
$3.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
SELL
|
- |
-12.5K- 12.0% |
$887K - $1.16M
|
92K
$8.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13K- 50.67% |
$915K - $1.2M
|
12.6K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-13.1K- 10.38% |
$926K - $1.21M
|
113K
$9.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-13.1K- 19.33% |
$926K - $1.21M
|
54.7K
$4.78M
|
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-13.4K- 8.39% |
$946K - $1.23M
|
146K
$12.8M
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-13.5K- 6.49% |
$953K - $1.25M
|
194K
$17M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-13.6K- 80.65% |
$961K - $1.26M
|
3.27K
$286K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-13.7K- 19.59% |
$967K - $1.26M
|
56.2K
$4.91M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-13.7K- 20.61% |
$968K - $1.26M
|
52.8K
$4.62M
|
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-13.8K- 13.83% |
$973K - $1.27M
|
85.8K
$7.51M
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-13.8K- 23.07% |
$974K - $1.27M
|
46K
$4.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-13.8K- 72.72% |
$976K - $1.28M
|
5.18K
$453K
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
SELL
|
- |
-13.9K- 21.89% |
$979K - $1.28M
|
49.4K
$4.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 5.11% |
$980K - $1.28M
|
257K
$22.5M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 12.85% |
$1M - $1.31M
|
96.3K
$8.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-14.3K- 7.19% |
$1.01M - $1.32M
|
185K
$16.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-14.4K- 12.22% |
$1.02M - $1.33M
|
103K
$9.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
SELL
|
- |
-14.7K- 84.94% |
$1.04M - $1.36M
|
2.61K
$229K
|
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-15K- 1.07% |
$1.06M - $1.39M
|
1.39M
$122M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.1K- 17.15% |
$1.07M - $1.4M
|
73.2K
$6.4M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.1K- 17.15% |
$1.07M - $1.4M
|
73.2K
$6.4M
|