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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
379+ 2.99% |
$17.4K - $20.8K
|
13K
$1.14M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
375+ 2.47% |
$17.2K - $20.6K
|
15.6K
$1.36M
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
364+ 10.77% |
$16.7K - $20K
|
3.75K
$328K
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
352+ 6.37% |
$16.1K - $19.3K
|
5.88K
$514K
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
351+ 6.88% |
$16.1K - $19.2K
|
5.45K
$477K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
345+ 1.15% |
$15.8K - $18.9K
|
30.4K
$2.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
345+ 0.19% |
$15.8K - $18.9K
|
183K
$16M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
344+ 7.25% |
$15.8K - $18.9K
|
5.09K
$445K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
339+ 6.58% |
$15.5K - $18.6K
|
5.49K
$481K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
337+ 220.26% |
$15.4K - $18.5K
|
490
$42.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
327+ 6.66% |
$15K - $17.9K
|
5.24K
$458K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
316+ 3.07% |
$14.5K - $17.3K
|
10.6K
$928K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
313+ 1.8% |
$14.3K - $17.2K
|
17.7K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
312+ 1.13% |
$14.3K - $17.1K
|
27.9K
$2.44M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
300New |
$13.7K - $16.4K
|
300
$26.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 5.12% |
$13.7K - $16.4K
|
6.16K
$539K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
296+ 2.12% |
$13.6K - $16.2K
|
14.2K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
295+ 0.37% |
$13.5K - $16.2K
|
79.5K
$6.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
286+ 3.59% |
$13.1K - $15.7K
|
8.26K
$722K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
275+ 1.4% |
$12.6K - $15.1K
|
19.9K
$1.74M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
255+ 6.11% |
$11.7K - $14K
|
4.43K
$387K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
255+ 2.68% |
$11.7K - $14K
|
9.79K
$856K
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
245+ 2.8% |
$11.2K - $13.4K
|
9K
$787K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
245+ 0.46% |
$11.2K - $13.4K
|
53.7K
$4.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
242+ 1.31% |
$11.1K - $13.3K
|
18.7K
$1.63M
|
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
BUY
|
- |
230+ 0.13% |
$10.5K - $12.6K
|
175K
$15.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
227+ 1.05% |
$10.4K - $12.4K
|
21.8K
$1.91M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
225+ 25.74% |
$10.3K - $12.3K
|
1.1K
$96.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
218+ 1.84% |
$9.98K - $11.9K
|
12.1K
$1.06M
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
217+ 3.96% |
$9.94K - $11.9K
|
5.7K
$498K
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
215+ 4.88% |
$9.84K - $11.8K
|
4.63K
$405K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
211+ 3.24% |
$9.66K - $11.6K
|
6.71K
$587K
|
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
203+ 2.01% |
$9.3K - $11.1K
|
10.3K
$901K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
202+ 19.65% |
$9.25K - $11.1K
|
1.23K
$108K
|
|
|
Oct 28, 2021
Q3 2021
|
Belmont Capital, LLC
|
BUY
|
- |
200+ 30.86% |
$9.16K - $11K
|
848
$74.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
200New |
$9.16K - $11K
|
200
$17.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
200New |
$9.16K - $11K
|
200
$17.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200+ 60.06% |
$9.16K - $11K
|
533
$46.6K
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
200+ 3.27% |
$9.16K - $11K
|
6.31K
$552K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
197+ 11.12% |
$9.02K - $10.8K
|
1.97K
$172K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
197+ 3.55% |
$9.02K - $10.8K
|
5.75K
$503K
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
BUY
|
- |
194+ 17.68% |
$8.88K - $10.6K
|
1.29K
$113K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
193+ 0.87% |
$8.84K - $10.6K
|
22.3K
$1.95M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
193+ 10.19% |
$8.84K - $10.6K
|
2.09K
$183K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
191+ 0.79% |
$8.75K - $10.5K
|
24.2K
$2.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
167+ 1.01% |
$7.65K - $9.15K
|
16.7K
$1.46M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
162New |
$7.42K - $8.88K
|
162
$14.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
161+ 2.18% |
$7.37K - $8.82K
|
7.53K
$659K
|
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
157+ 1.06% |
$7.19K - $8.61K
|
14.9K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
156+ 3900.0% |
$7.14K - $8.55K
|
160
$14K
|