Purchases and Sales Made in Q3 2021 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
767+ 2.51% |
$35.1K - $42K
|
31.3K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
754+ 1.36% |
$34.5K - $41.3K
|
56.3K
$4.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
750+ 9.04% |
$34.3K - $41.1K
|
9.04K
$791K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
745+ 11.93% |
$34.1K - $40.8K
|
6.99K
$612K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
742+ 17.81% |
$34K - $40.7K
|
4.91K
$429K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
714+ 18.77% |
$32.7K - $39.1K
|
4.52K
$395K
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
710+ 35.5% |
$32.5K - $38.9K
|
2.71K
$237K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
708+ 7.93% |
$32.4K - $38.8K
|
9.63K
$842K
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
700+ 5.67% |
$32.1K - $38.4K
|
13K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
692+ 2.85% |
$31.7K - $37.9K
|
25K
$2.18M
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
685+ 2.67% |
$31.4K - $37.5K
|
26.3K
$2.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
672+ 1.99% |
$30.8K - $36.8K
|
34.5K
$3.01M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
662+ 8.24% |
$30.3K - $36.3K
|
8.69K
$760K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
658+ 16.1% |
$30.1K - $36.1K
|
4.75K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
655+ 43.93% |
$30K - $35.9K
|
2.15K
$188K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
652+ 4.5% |
$29.9K - $35.7K
|
15.1K
$1.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
648New |
$29.7K - $35.5K
|
648
$56.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
646+ 5.74% |
$29.6K - $35.4K
|
11.9K
$1.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
635+ 1.8% |
$29.1K - $34.8K
|
35.9K
$3.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
634+ 1.55% |
$29K - $34.7K
|
41.6K
$3.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
634New |
$29K - $34.7K
|
634
$55.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
614+ 4.62% |
$28.1K - $33.7K
|
13.9K
$1.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
609+ 1.16% |
$27.9K - $33.4K
|
53.1K
$4.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
596+ 4.84% |
$27.3K - $32.7K
|
12.9K
$1.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
576+ 5.02% |
$26.4K - $31.6K
|
12.1K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
575+ 4.44% |
$26.3K - $31.5K
|
13.5K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
570+ 6.43% |
$26.1K - $31.2K
|
9.43K
$825K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
566+ 12.82% |
$25.9K - $31K
|
4.98K
$436K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
563+ 0.3% |
$25.8K - $30.9K
|
186K
$16.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
562+ 1.48% |
$25.7K - $30.8K
|
38.5K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
554+ 3.15% |
$25.4K - $30.4K
|
18.2K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
550New |
$25.2K - $30.1K
|
550
$48.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
532+ 35.97% |
$24.4K - $29.2K
|
2.01K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
511+ 5.78% |
$23.4K - $28K
|
9.35K
$818K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
509+ 17.69% |
$23.3K - $27.9K
|
3.39K
$296K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
505+ 12.44% |
$23.1K - $27.7K
|
4.57K
$399K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
503New |
$23K - $27.6K
|
503
$44K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
484+ 3.64% |
$22.2K - $26.5K
|
13.8K
$1.21M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
467+ 1.97% |
$21.4K - $25.6K
|
24.1K
$2.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
454+ 8.15% |
$20.8K - $24.9K
|
6.03K
$527K
|
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
449+ 9.55% |
$20.6K - $24.6K
|
5.15K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
445+ 4.78% |
$20.4K - $24.4K
|
9.76K
$854K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
431+ 12.99% |
$19.7K - $23.6K
|
3.75K
$328K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
425+ 2.03% |
$19.5K - $23.3K
|
21.4K
$1.87M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
417+ 5.9% |
$19.1K - $22.9K
|
7.48K
$654K
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
413+ 2.07% |
$18.9K - $22.6K
|
20.3K
$1.78M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
403+ 10.53% |
$18.5K - $22.1K
|
4.23K
$370K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
403+ 1.45% |
$18.5K - $22.1K
|
28.1K
$2.46M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
401+ 29.06% |
$18.4K - $22K
|
1.78K
$156K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
391+ 4.05% |
$17.9K - $21.4K
|
10K
$878K
|