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
Jul 14, 2022 Q2 2022
Burns J W & CO Inc

BUY
 -
15.7K
+ 150.67%
$1.11M - $1.44M
26K $2.28M
Aug 12, 2022 Q2 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
15.4K
+ 64.78%
$1.08M - $1.42M
39.1K $3.42M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
14.7K
+ 13.19%
$1.04M - $1.36M
126K $11M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
14.6K
+ 18.0%
$1.03M - $1.34M
95.5K $8.35M
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
14.4K
+ 60.22%
$1.02M - $1.33M
38.4K $3.36M
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
14.4K
+ 60.22%
$1.02M - $1.33M
38.4K $3.36M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
14.1K
+ 10.35%
$997K - $1.3M
150K $13.2M
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
14.1K
New
$995K - $1.3M
14.1K $1.23M
Aug 10, 2022 Q2 2022
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
14K
+ 8.68%
$992K - $1.3M
176K $15.4M
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
13.7K
+ 24.93%
$971K - $1.27M
68.8K $6.02M
Jul 26, 2022 Q2 2022
Legacy Wealth Planning, LLC

BUY
 -
13.7K
New
$965K - $1.26M
13.7K $1.19M
Aug 10, 2022 Q2 2022
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
13.3K
+ 20.39%
$940K - $1.23M
78.5K $6.87M
Aug 03, 2022 Q2 2022
First National Trust CO

BUY
 -
13K
+ 27.81%
$918K - $1.2M
59.7K $5.23M
Aug 11, 2022 Q2 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
12.9K
+ 267.64%
$911K - $1.19M
17.7K $1.55M
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
12.8K
+ 6.3%
$908K - $1.19M
217K $19M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
12.7K
+ 7.76%
$901K - $1.18M
177K $15.5M
Aug 05, 2022 Q2 2022
Wealth Advisors, Inc.

BUY
 -
12.7K
New
$896K - $1.17M
12.7K $1.11M
Aug 11, 2022 Q2 2022
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
12.4K
+ 32.46%
$875K - $1.14M
50.6K $4.42M
Jul 19, 2022 Q2 2022
Hall Capital Management CO Inc

BUY
 -
12.1K
New
$857K - $1.12M
12.1K $1.06M
Aug 25, 2022 Q2 2022
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
12.1K
+ 6.35%
$856K - $1.12M
203K $17.7M
Aug 15, 2022 Q2 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
12.1K
+ 4.12%
$855K - $1.12M
306K $26.8M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
12.1K
+ 9.22%
$855K - $1.12M
143K $12.5M
Aug 02, 2022 Q2 2022
Steel Peak Wealth Management LLC

BUY
 -
11.9K
+ 78.65%
$843K - $1.1M
27.1K $2.37M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
11.8K
New
$836K - $1.09M
11.8K $1.03M
Aug 11, 2022 Q2 2022
Bokf, Na

Tulsa, OK
BUY
 -
11.6K
+ 60.48%
$822K - $1.07M
30.9K $2.7M
Jul 22, 2022 Q2 2022
Terra Nova Asset Management LLC

BUY
 -
11.4K
+ 93.55%
$809K - $1.06M
23.7K $2.07M
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
11.4K
+ 93.49%
$804K - $1.05M
23.6K $2.06M
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

BUY
 -
11.4K
New
$803K - $1.05M
11.4K $994K
Aug 12, 2022 Q2 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
11.2K
+ 2.58%
$792K - $1.03M
446K $39M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

BUY
 -
11.2K
+ 85.47%
$792K - $1.03M
24.3K $2.13M
Jul 18, 2022 Q2 2022
Willis Johnson & Associates, Inc.

BUY
 -
11.1K
+ 60.99%
$781K - $1.02M
29.2K $2.55M
Jul 27, 2022 Q2 2022
Madrona Financial Services, LLC

BUY
 -
10.9K
+ 13.01%
$769K - $1M
94.6K $8.27M
Aug 03, 2022 Q2 2022
Novare Capital Management LLC

BUY
 -
10.6K
+ 10.31%
$749K - $978K
113K $9.92M
Aug 10, 2022 Q2 2022
Trust Asset Management LLC

Houston, TX
BUY
 -
10.6K
+ 5.49%
$748K - $977K
203K $17.8M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
10.4K
+ 12.81%
$736K - $961K
91.7K $8.02M
Aug 10, 2022 Q2 2022
Btg Pactual Global Asset Management LTD

New York, NY
BUY
 -
10.3K
+ 30.02%
$730K - $953K
44.7K $3.91M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
10.3K
+ 209.69%
$728K - $950K
15.2K $1.33M
Aug 02, 2022 Q2 2022
Journey Advisory Group, LLC

BUY
 -
10.2K
+ 174.07%
$720K - $940K
16K $1.4M
Nov 03, 2022 Q2 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
10.1K
New
$714K - $932K
10.1K $884K
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
10.1K
New
$713K - $931K
10.1K $882K
Aug 02, 2022 Q2 2022
Advisor Os, LLC

BUY
 -
9.96K
+ 53.36%
$704K - $919K
28.6K $2.5M
Aug 11, 2022 Q2 2022
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
9.9K
New
$700K - $914K
9.9K $866K
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
9.62K
+ 29.58%
$679K - $887K
42.1K $3.68M
Jul 15, 2022 Q2 2022
Oxinas Partners Wealth Management LLC

BUY
 -
9.6K
+ 38.72%
$678K - $885K
34.4K $3.01M
Jul 13, 2022 Q2 2022
Murphy Capital Management Inc

BUY
 -
9.57K
+ 9.33%
$676K - $883K
112K $9.81M
Aug 12, 2022 Q2 2022
Haverford Trust CO

Radnor, PA
BUY
 -
9.51K
New
$672K - $878K
9.51K $832K
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
9.34K
+ 18.56%
$660K - $862K
59.7K $5.22M
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
9.19K
+ 65.45%
$649K - $848K
23.2K $2.03M
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

BUY
 -
9.09K
+ 10.32%
$642K - $839K
97.1K $8.49M

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