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
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
6.33K+ 104.37% |
$447K - $584K
|
12.4K
$1.08M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
6.32K+ 11.21% |
$447K - $583K
|
62.8K
$5.49M
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6.3K+ 9.89% |
$445K - $582K
|
70.1K
$6.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.26K+ 23.44% |
$443K - $578K
|
33K
$2.89M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.26K+ 21.68% |
$443K - $578K
|
35.2K
$3.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
6.2K+ 4.8% |
$438K - $572K
|
135K
$11.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
6.14K+ 31.26% |
$434K - $567K
|
25.8K
$2.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.1KNew |
$431K - $563K
|
6.1K
$533K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.02K+ 8.11% |
$425K - $555K
|
80.3K
$7.02M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.99K+ 32.29% |
$423K - $553K
|
24.5K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
5.89K+ 58.63% |
$416K - $544K
|
15.9K
$1.39M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.68K+ 4.97% |
$401K - $524K
|
120K
$10.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.66K+ 129.85% |
$400K - $523K
|
10K
$877K
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
5.6K+ 97.44% |
$396K - $517K
|
11.4K
$993K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.6KNew |
$396K - $517K
|
5.6K
$490K
|
|
|
Jul 28, 2022
Q2 2022
|
Skylands Capital, LLC
|
BUY
|
- |
5.6K+ 112.0% |
$396K - $517K
|
10.6K
$927K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.55K+ 30.74% |
$392K - $512K
|
23.6K
$2.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.52K+ 8.7% |
$390K - $509K
|
69K
$6.03M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5.5KNew |
$389K - $508K
|
5.5K
$481K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.5K+ 48.53% |
$388K - $507K
|
16.8K
$1.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.49KNew |
$388K - $507K
|
5.49K
$480K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.4K+ 93.54% |
$381K - $498K
|
11.2K
$977K
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.36K+ 5.63% |
$378K - $494K
|
100K
$8.78M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
5.34K+ 26.91% |
$377K - $493K
|
25.2K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.28KNew |
$373K - $488K
|
5.28K
$462K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5.25KNew |
$371K - $485K
|
5.25K
$459K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
5.23K+ 191.44% |
$370K - $483K
|
7.97K
$697K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.21K+ 31.93% |
$368K - $481K
|
21.5K
$1.88M
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.18K+ 13.85% |
$366K - $478K
|
42.6K
$3.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
5.1K+ 87.67% |
$361K - $471K
|
10.9K
$956K
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.09K+ 63.46% |
$360K - $470K
|
13.1K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.06K+ 21.01% |
$357K - $467K
|
29.1K
$2.55M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.04KNew |
$356K - $465K
|
5.04K
$441K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.01K+ 8.69% |
$354K - $462K
|
62.7K
$5.48M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
4.97KNew |
$351K - $459K
|
4.97K
$435K
|
|
|
Aug 12, 2022
Q2 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
4.97K+ 89.74% |
$351K - $458K
|
10.5K
$918K
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4.96K+ 16.87% |
$350K - $458K
|
34.4K
$3.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.96K+ 152.74% |
$350K - $458K
|
8.2K
$718K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.93K+ 24.86% |
$349K - $455K
|
24.8K
$2.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.91KNew |
$347K - $453K
|
4.91K
$430K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.87K+ 6.35% |
$344K - $449K
|
81.5K
$7.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4.85KNew |
$343K - $448K
|
4.85K
$424K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.79KNew |
$338K - $442K
|
4.79K
$419K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.76K+ 45.08% |
$336K - $439K
|
15.3K
$1.34M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.75K+ 23.08% |
$335K - $438K
|
25.3K
$2.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.75K+ 23.07% |
$335K - $438K
|
25.3K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$332K - $434K
|
4.7K
$411K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
4.69K+ 337.07% |
$332K - $433K
|
6.08K
$532K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.68K+ 1.25% |
$331K - $432K
|
379K
$33.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
4.62KNew |
$326K - $426K
|
4.62K
$404K
|