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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15.4K- 45.55% |
$1.09M - $1.42M
|
18.4K
$1.61M
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-15.5KClosed |
$1.09M - $1.43M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 16.55% |
$1.11M - $1.44M
|
78.9K
$6.91M
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-16K- 34.72% |
$1.13M - $1.48M
|
30.1K
$2.63M
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-16.3K- 27.23% |
$1.15M - $1.5M
|
43.5K
$3.8M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-16.4K- 11.39% |
$1.16M - $1.51M
|
127K
$11.1M
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-16.5K- 48.39% |
$1.16M - $1.52M
|
17.6K
$1.54M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16.6K- 32.21% |
$1.17M - $1.53M
|
34.9K
$3.05M
|
|
Aug 09, 2022
Q2 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-17.2K- 3.09% |
$1.21M - $1.59M
|
539K
$47.1M
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-17.4K- 32.16% |
$1.23M - $1.6M
|
36.6K
$3.2M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-17.6K- 30.55% |
$1.24M - $1.62M
|
39.9K
$3.49M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-17.6K- 82.55% |
$1.24M - $1.63M
|
3.72K
$326K
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-17.7K- 27.24% |
$1.25M - $1.63M
|
47.2K
$4.12M
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-18.1K- 72.92% |
$1.28M - $1.67M
|
6.72K
$588K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-18.4K- 26.25% |
$1.3M - $1.7M
|
51.6K
$4.52M
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-18.4K- 28.29% |
$1.3M - $1.7M
|
46.6K
$4.08M
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-18.4KClosed |
$1.3M - $1.7M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.6K- 57.35% |
$1.31M - $1.71M
|
13.8K
$1.21M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-18.7K- 84.6% |
$1.32M - $1.73M
|
3.41K
$298K
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19KClosed |
$1.35M - $1.76M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19.3K- 31.52% |
$1.37M - $1.78M
|
42K
$3.67M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 2.44% |
$1.38M - $1.81M
|
783K
$68.5M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-19.9K- 26.25% |
$1.41M - $1.84M
|
56K
$4.9M
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-20KClosed |
$1.41M - $1.85M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
SELL
|
- |
-20K- 61.12% |
$1.41M - $1.85M
|
12.7K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Plaisance Capital LLC
Denver, CO |
SELL
|
- |
-20.2KClosed |
$1.42M - $1.86M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-20.2KClosed |
$1.43M - $1.86M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-20.3K- 32.12% |
$1.43M - $1.87M
|
42.9K
$3.75M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.7K- 40.6% |
$1.47M - $1.91M
|
30.4K
$2.65M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-22.1K- 38.58% |
$1.56M - $2.04M
|
35.1K
$3.07M
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-22.1K- 38.47% |
$1.56M - $2.04M
|
35.3K
$3.09M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22.2K- 24.99% |
$1.57M - $2.05M
|
66.7K
$5.83M
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-22.3KClosed |
$1.57M - $2.05M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-22.3K- 53.86% |
$1.57M - $2.05M
|
19.1K
$1.67M
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-22.4K- 75.11% |
$1.59M - $2.07M
|
7.43K
$650K
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-22.5K- 80.7% |
$1.59M - $2.07M
|
5.37K
$470K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-22.5KClosed |
$1.59M - $2.08M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22.6K- 22.36% |
$1.59M - $2.08M
|
78.3K
$6.85M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.6K- 16.86% |
$1.59M - $2.08M
|
111K
$9.73M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23K- 77.96% |
$1.63M - $2.12M
|
6.51K
$569K
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-23.4K- 27.81% |
$1.65M - $2.16M
|
60.7K
$5.31M
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-23.5KClosed |
$1.66M - $2.17M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-23.6K- 30.24% |
$1.67M - $2.18M
|
54.4K
$4.76M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-23.6K- 17.06% |
$1.67M - $2.18M
|
115K
$10M
|
|
Aug 15, 2022
Q2 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-23.8K- 21.93% |
$1.68M - $2.2M
|
84.7K
$7.41M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-23.8K- 12.46% |
$1.68M - $2.2M
|
167K
$14.6M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-23.9KClosed |
$1.69M - $2.2M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-24.5K- 34.33% |
$1.73M - $2.26M
|
46.8K
$4.09M
|
|
Aug 12, 2022
Q2 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-25.2K- 53.1% |
$1.78M - $2.32M
|
22.2K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.8K- 3.37% |
$1.82M - $2.38M
|
740K
$64.7M
|