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 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-26.1K- 46.29% |
$1.85M - $2.41M
|
30.3K
$2.65M
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-26.6K- 51.32% |
$1.88M - $2.45M
|
25.2K
$2.2M
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-26.9K- 54.7% |
$1.9M - $2.48M
|
22.3K
$1.95M
|
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-27.8K- 45.59% |
$1.97M - $2.57M
|
33.2K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-28K- 75.29% |
$1.98M - $2.58M
|
9.19K
$804K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-28.1KClosed |
$1.98M - $2.59M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clarity Financial LLC
|
SELL
|
- |
-28.4K- 31.54% |
$2.01M - $2.62M
|
61.6K
$5.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-28.4KClosed |
$2.01M - $2.62M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-29.1K- 22.93% |
$2.06M - $2.69M
|
97.8K
$8.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-29.3K- 33.4% |
$2.07M - $2.71M
|
58.5K
$5.12M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-29.4K- 46.85% |
$2.08M - $2.71M
|
33.3K
$2.92M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-29.7K- 40.15% |
$2.1M - $2.74M
|
44.2K
$3.87M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-30.7K- 42.52% |
$2.17M - $2.84M
|
41.6K
$3.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.1K- 3.15% |
$2.19M - $2.87M
|
955K
$83.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-31.3K- 83.93% |
$2.21M - $2.89M
|
6K
$524K
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-32.5K- 79.83% |
$2.3M - $3M
|
8.21K
$718K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-32.6K- 35.25% |
$2.3M - $3.01M
|
59.8K
$5.23M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-32.6K- 22.85% |
$2.31M - $3.01M
|
110K
$9.64M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-33K- 75.57% |
$2.33M - $3.05M
|
10.7K
$934K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33K- 35.71% |
$2.33M - $3.05M
|
59.5K
$5.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.3K- 48.53% |
$2.35M - $3.07M
|
35.3K
$3.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-33.4K- 26.57% |
$2.36M - $3.08M
|
92.2K
$8.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-33.4K- 73.97% |
$2.36M - $3.08M
|
11.7K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-35KClosed |
$2.47M - $3.23M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-35.7K- 42.12% |
$2.52M - $3.29M
|
49K
$4.29M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-37K- 52.99% |
$2.61M - $3.41M
|
32.8K
$2.87M
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-37.5K- 89.56% |
$2.65M - $3.46M
|
4.37K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-37.7K- 84.27% |
$2.66M - $3.48M
|
7.04K
$615K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-38K- 87.25% |
$2.69M - $3.51M
|
5.56K
$486K
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-39.7KClosed |
$2.81M - $3.66M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-40K- 42.91% |
$2.82M - $3.69M
|
53.2K
$4.65M
|
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-40K- 85.18% |
$2.83M - $3.69M
|
6.96K
$608K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-40.1KClosed |
$2.84M - $3.7M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-44K- 66.04% |
$3.11M - $4.06M
|
22.6K
$1.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-46.8K- 73.39% |
$3.3M - $4.32M
|
17K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-47KClosed |
$3.32M - $4.34M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-47.3KClosed |
$3.34M - $4.36M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-47.6K- 25.9% |
$3.36M - $4.39M
|
136K
$11.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-50.4K- 9.73% |
$3.56M - $4.65M
|
468K
$40.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-51.7KClosed |
$3.65M - $4.77M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-53K- 50.35% |
$3.74M - $4.89M
|
52.2K
$4.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-53KClosed |
$3.75M - $4.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-53.2K- 86.96% |
$3.76M - $4.91M
|
7.98K
$698K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53.4K- 4.98% |
$3.77M - $4.93M
|
1.02M
$89M
|
|
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-53.4K- 50.0% |
$3.78M - $4.93M
|
53.4K
$4.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-54.8K- 80.25% |
$3.87M - $5.06M
|
13.5K
$1.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-54.8K- 52.12% |
$3.87M - $5.06M
|
50.4K
$4.41M
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-54.8K- 52.12% |
$3.87M - $5.06M
|
50.4K
$4.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-55KClosed |
$3.89M - $5.08M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-55.1K- 48.1% |
$3.9M - $5.09M
|
59.5K
$5.2M
|