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 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
4.61K+ 38.4% |
$326K - $425K
|
16.6K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.6K+ 156.86% |
$325K - $424K
|
7.53K
$658K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.58KNew |
$324K - $423K
|
4.58K
$401K
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
4.58KNew |
$323K - $422K
|
4.58K
$400K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.57KNew |
$323K - $421K
|
4.57K
$399K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.51K+ 93.29% |
$319K - $416K
|
9.34K
$817K
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
4.49KNew |
$317K - $414K
|
4.49K
$393K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.47K+ 25.43% |
$316K - $412K
|
22K
$1.93M
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.43KNew |
$313K - $408K
|
4.43K
$387K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.41K+ 10.67% |
$311K - $406K
|
45.7K
$4M
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
4.34KNew |
$307K - $401K
|
4.34K
$380K
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.29K+ 2.52% |
$303K - $395K
|
174K
$15.2M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.2K+ 5.02% |
$297K - $388K
|
87.9K
$7.69M
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
4.12K+ 6.07% |
$291K - $380K
|
72K
$6.3M
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
4.11K+ 74.74% |
$291K - $380K
|
9.62K
$841K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.09KNew |
$289K - $378K
|
4.09K
$358K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.07K+ 97.96% |
$288K - $376K
|
8.23K
$720K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.05K+ 8.04% |
$286K - $374K
|
54.4K
$4.76M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.03KNew |
$285K - $372K
|
4.03K
$353K
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4KNew |
$283K - $369K
|
4K
$350K
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 102.89% |
$282K - $368K
|
7.87K
$688K
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.97K+ 2.85% |
$281K - $367K
|
143K
$12.5M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
3.97K+ 6.19% |
$280K - $366K
|
68.1K
$5.96M
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3.95K+ 16.72% |
$279K - $365K
|
27.6K
$2.41M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.93K+ 4.11% |
$277K - $362K
|
99.5K
$8.7M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.89KNew |
$275K - $359K
|
3.89K
$340K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.87K+ 9.11% |
$273K - $357K
|
46.3K
$4.05M
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.86K+ 93.15% |
$273K - $356K
|
8.01K
$701K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.84K+ 113.5% |
$272K - $355K
|
7.23K
$632K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.79KNew |
$268K - $350K
|
3.79K
$331K
|
|
Aug 12, 2022
Q2 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.75KNew |
$265K - $346K
|
3.75K
$328K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
3.63KNew |
$256K - $335K
|
3.63K
$317K
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
3.62K+ 8.53% |
$256K - $334K
|
46.1K
$4.03M
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.61KNew |
$255K - $333K
|
3.61K
$316K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.58K+ 46.82% |
$253K - $330K
|
11.2K
$981K
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.58K+ 40.63% |
$253K - $330K
|
12.4K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.57K+ 153.2% |
$252K - $330K
|
5.9K
$516K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.51KNew |
$248K - $324K
|
3.51K
$307K
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.5K+ 8.22% |
$248K - $323K
|
46.1K
$4.03M
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.49K+ 18.96% |
$246K - $322K
|
21.9K
$1.91M
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 35.79% |
$246K - $322K
|
13.2K
$1.16M
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.47KNew |
$245K - $320K
|
3.47K
$304K
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3.47KNew |
$245K - $320K
|
3.47K
$303K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.39K+ 112.24% |
$240K - $313K
|
6.42K
$561K
|
|
Jul 14, 2022
Q2 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.38KNew |
$239K - $312K
|
3.38K
$296K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
3.37K+ 23.07% |
$238K - $311K
|
18K
$1.57M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
3.36KNew |
$237K - $310K
|
3.36K
$294K
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.35K+ 32.34% |
$237K - $309K
|
13.7K
$1.2M
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.34K+ 28.63% |
$236K - $308K
|
15K
$1.31M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.31KNew |
$234K - $305K
|
3.31K
$289K
|