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 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30- 1.49% |
$1.37K - $1.64K
|
1.98K
$174K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-30Closed |
$1.37K - $1.64K
|
0
$0
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-30- 0.02% |
$1.37K - $1.64K
|
156K
$13.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-31- 0.37% |
$1.42K - $1.7K
|
8.32K
$732K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-32- 0.37% |
$1.47K - $1.75K
|
8.61K
$757K
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-32- 0.09% |
$1.47K - $1.75K
|
36.9K
$3.25M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-33- 0.22% |
$1.51K - $1.81K
|
14.8K
$1.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-35- 8.5% |
$1.6K - $1.92K
|
377
$33.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 21.05% |
$1.83K - $2.19K
|
150
$13.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 1.75% |
$1.83K - $2.19K
|
2.25K
$198K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-45- 4.74% |
$2.06K - $2.47K
|
905
$79.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-52- 0.49% |
$2.38K - $2.85K
|
10.7K
$937K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-54- 0.92% |
$2.47K - $2.96K
|
5.82K
$512K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-58Closed |
$2.66K - $3.18K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-60- 0.09% |
$2.75K - $3.29K
|
67.5K
$5.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-68- 25.76% |
$3.11K - $3.73K
|
196
$17.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-70- 6.01% |
$3.21K - $3.84K
|
1.1K
$96.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-74- 44.58% |
$3.39K - $4.06K
|
92
$8.09K
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-75- 0.19% |
$3.43K - $4.11K
|
39K
$3.43M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-79- 0.75% |
$3.62K - $4.33K
|
10.5K
$924K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-80- 5.29% |
$3.66K - $4.38K
|
1.43K
$126K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-80- 0.02% |
$3.66K - $4.38K
|
432K
$38M
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-85- 0.23% |
$3.89K - $4.66K
|
37.4K
$3.29M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-85- 0.81% |
$3.89K - $4.66K
|
10.5K
$921K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-87- 0.63% |
$3.98K - $4.77K
|
13.7K
$1.21M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-88- 0.59% |
$4.03K - $4.82K
|
14.9K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-90Closed |
$4.12K - $4.93K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-92- 0.5% |
$4.21K - $5.04K
|
18.4K
$1.62M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-95- 2.09% |
$4.35K - $5.21K
|
4.44K
$390K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-95- 0.99% |
$4.35K - $5.21K
|
9.53K
$838K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-97- 2.33% |
$4.44K - $5.32K
|
4.07K
$358K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-98- 7.57% |
$4.49K - $5.37K
|
1.2K
$105K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-105- 1.61% |
$4.81K - $5.76K
|
6.4K
$563K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-108- 1.02% |
$4.95K - $5.92K
|
10.5K
$923K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-108- 56.25% |
$4.95K - $5.92K
|
84
$7.39K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-114- 1.84% |
$5.22K - $6.25K
|
6.09K
$536K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-125- 4.0% |
$5.72K - $6.85K
|
3K
$264K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-130- 9.85% |
$5.95K - $7.13K
|
1.19K
$105K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-135- 0.39% |
$6.18K - $7.4K
|
34.6K
$3.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-135- 1.26% |
$6.18K - $7.4K
|
10.6K
$933K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-137- 1.61% |
$6.27K - $7.51K
|
8.35K
$734K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-146- 0.45% |
$6.69K - $8K
|
32.3K
$2.84M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-146- 1.78% |
$6.69K - $8K
|
8.04K
$707K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-150- 54.95% |
$6.87K - $8.22K
|
123
$10.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-150- 59.29% |
$6.87K - $8.22K
|
103
$9.06K
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-151- 1.35% |
$6.91K - $8.28K
|
11K
$970K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-154- 0.15% |
$7.05K - $8.44K
|
105K
$9.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-162- 1.17% |
$7.42K - $8.88K
|
13.7K
$1.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-166Closed |
$7.6K - $9.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-167- 0.38% |
$7.65K - $9.15K
|
44.2K
$3.89M
|