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 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-167- 1.68% |
$7.65K - $9.15K
|
9.79K
$861K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-176- 5.64% |
$8.06K - $9.65K
|
2.95K
$259K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-180- 0.95% |
$8.24K - $9.87K
|
18.8K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-183- 2.96% |
$8.38K - $10K
|
5.99K
$527K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-184Closed |
$8.43K - $10.1K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-185- 1.38% |
$8.47K - $10.1K
|
13.2K
$1.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-192- 0.35% |
$8.79K - $10.5K
|
54.8K
$4.82M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-201- 1.38% |
$9.2K - $11K
|
14.4K
$1.26M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-202- 3.34% |
$9.25K - $11.1K
|
5.85K
$514K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-211Closed |
$9.66K - $11.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-229- 0.36% |
$10.5K - $12.6K
|
62.6K
$5.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-238- 5.24% |
$10.9K - $13K
|
4.3K
$378K
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-240- 0.37% |
$11K - $13.2K
|
64.4K
$5.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-244- 0.64% |
$11.2K - $13.4K
|
37.9K
$3.33M
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-262- 0.89% |
$12K - $14.4K
|
29.2K
$2.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-268- 3.46% |
$12.3K - $14.7K
|
7.48K
$658K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-273Closed |
$12.5K - $15K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-275- 5.09% |
$12.6K - $15.1K
|
5.13K
$451K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-280- 73.68% |
$12.8K - $15.3K
|
100
$8.79K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-284- 1.0% |
$13K - $15.6K
|
28K
$2.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-290Closed |
$13.3K - $15.9K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-300- 1.09% |
$13.7K - $16.4K
|
27.2K
$2.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-306Closed |
$14K - $16.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-309- 17.32% |
$14.1K - $16.9K
|
1.48K
$130K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-313Closed |
$14.3K - $17.2K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-315Closed |
$14.4K - $17.3K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-316- 5.07% |
$14.5K - $17.3K
|
5.92K
$520K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-320- 4.0% |
$14.7K - $17.5K
|
7.68K
$675K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-320- 3.09% |
$14.7K - $17.5K
|
10K
$882K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-323- 2.82% |
$14.8K - $17.7K
|
11.1K
$980K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-329- 7.08% |
$15.1K - $18K
|
4.32K
$379K
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-330- 0.21% |
$15.1K - $18.1K
|
158K
$13.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-331- 5.25% |
$15.2K - $18.1K
|
5.98K
$526K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-332- 23.2% |
$15.2K - $18.2K
|
1.1K
$96.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-334- 2.5% |
$15.3K - $18.3K
|
13K
$1.14M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-340- 3.39% |
$15.6K - $18.6K
|
9.69K
$852K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-340- 4.87% |
$15.6K - $18.6K
|
6.64K
$584K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-342- 12.67% |
$15.7K - $18.7K
|
2.36K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-350- 0.62% |
$16K - $19.2K
|
55.7K
$4.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-363- 45.83% |
$16.6K - $19.9K
|
429
$37.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-375- 3.46% |
$17.2K - $20.6K
|
10.5K
$919K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-381Closed |
$17.4K - $20.9K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-388- 1.47% |
$17.8K - $21.3K
|
26K
$2.28M
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-389- 1.09% |
$17.8K - $21.3K
|
35.2K
$3.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-392- 3.78% |
$17.9K - $21.5K
|
9.98K
$877K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-406- 2.98% |
$18.6K - $22.3K
|
13.2K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-410- 7.22% |
$18.8K - $22.5K
|
5.27K
$464K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-421- 54.32% |
$19.3K - $23.1K
|
354
$31.1K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-429- 2.1% |
$19.6K - $23.5K
|
20K
$1.76M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-449- 13.57% |
$20.6K - $24.6K
|
2.86K
$252K
|