Purchases and Sales Made in Q3 2021 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 13, 2021 Q3 2021
Beacon Financial Group

SELL
 -
-455
- 1.14%
$20.8K - $24.9K
39.6K $3.47M
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

SELL
 -
-471
- 9.71%
$21.6K - $25.8K
4.38K $383K
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-472
- 87.08%
$21.6K - $25.9K
70 $6.12K
Oct 28, 2021 Q3 2021
Weaver Consulting Group

SELL
 -
-473
- 5.4%
$21.7K - $25.9K
8.29K $725K
Nov 16, 2021 Q3 2021
Adirondack Trust CO

SELL
 -
-475
- 49.74%
$21.8K - $26K
480 $42K
Nov 05, 2021 Q3 2021
Nikulski Financial, Inc.

SELL
 -
-490
- 7.35%
$22.4K - $26.9K
6.18K $540K
Nov 15, 2021 Q3 2021
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-499
- 6.97%
$22.8K - $27.4K
6.66K $583K
Nov 15, 2021 Q3 2021
Hunting Hill Global Capital, LLC

New York, NY
SELL
 -
-500
Closed
$22.9K - $27.4K
0 $0
Nov 12, 2021 Q3 2021
Court Place Advisors, LLC

Ellicott City, MD
SELL
 -
-500
- 4.34%
$22.9K - $27.4K
11K $964K
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-511
- 7.15%
$23.4K - $28K
6.64K $580K
Nov 09, 2021 Q3 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-527
- 2.21%
$24.1K - $28.9K
23.3K $2.04M
Nov 10, 2021 Q3 2021
Institutional & Family Asset Management, LLC

SELL
 -
-570
- 7.05%
$26.1K - $31.2K
7.52K $658K
Nov 01, 2021 Q3 2021
First Interstate Bank

Billings, MT
SELL
 -
-578
- 0.34%
$26.5K - $31.7K
171K $14.9M
Oct 22, 2021 Q3 2021
Beck Bode, LLC

SELL
 -
-592
Closed
$27.1K - $32.4K
0 $0
Nov 09, 2021 Q3 2021
Milestone Advisory Partners

SELL
 -
-594
- 0.96%
$27.2K - $32.6K
61K $5.33M
Oct 26, 2021 Q3 2021
Chesapeake Wealth Management

SELL
 -
-597
- 5.82%
$27.3K - $32.7K
9.67K $846K
Nov 08, 2021 Q3 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-600
Closed
$27.5K - $32.9K
0 $0
Nov 03, 2021 Q3 2021
Nvwm, LLC

SELL
 -
-609
- 4.08%
$27.9K - $33.4K
14.3K $1.25M
Nov 01, 2021 Q3 2021
Lee Danner & Bass Inc

SELL
 -
-625
- 2.12%
$28.6K - $34.3K
28.9K $2.52M
Nov 12, 2021 Q3 2021
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-628
- 13.95%
$28.8K - $34.4K
3.88K $339K
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-630
Closed
$28.8K - $34.5K
0 $0
Nov 16, 2021 Q3 2021
Mba Advisors LLC

Hermitage, PA
SELL
 -
-634
- 10.05%
$29K - $34.7K
5.68K $496K
Oct 12, 2021 Q3 2021
Iowa State Bank

SELL
 -
-641
- 12.18%
$29.4K - $35.1K
4.62K $404K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

SELL
 -
-653
- 64.4%
$29.9K - $35.8K
361 $31.6K
Jan 25, 2022 Q3 2021
Fulcrum Equity Management

SELL
 -
-657
- 3.94%
$30.1K - $36K
16K $1.4M
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

SELL
 -
-687
- 1.55%
$31.5K - $37.7K
43.5K $3.81M
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-692
- 10.62%
$31.7K - $37.9K
5.83K $510K
Nov 05, 2021 Q3 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-700
Closed
$32.1K - $38.4K
0 $0
Nov 15, 2021 Q3 2021
Aspire Private Capital, LLC

SELL
 -
-714
- 76.2%
$32.7K - $39.1K
223 $19.5K
Oct 14, 2021 Q3 2021
Great Valley Advisor Group, Inc.

SELL
 -
-715
- 3.1%
$32.7K - $39.2K
22.3K $1.95M
Nov 19, 2021 Q3 2021
Hanlon Investment Management, Inc.

SELL
 -
-715
- 1.52%
$32.7K - $39.2K
46.2K $4.04M
Nov 05, 2021 Q3 2021
Sandy Spring Bank

SELL
 -
-720
- 2.88%
$33K - $39.5K
24.3K $2.12M
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-721
- 93.27%
$33K - $39.5K
52 $4.55K
Nov 12, 2021 Q3 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-744
- 6.64%
$34.1K - $40.8K
10.5K $916K
Dec 06, 2021 Q3 2021
Old Second National Bank Of Aurora

SELL
 -
-748
- 1.09%
$34.3K - $41K
67.9K $5.94M
Oct 15, 2021 Q3 2021
Peoples Financial Services Corp.

SELL
 -
-773
- 14.12%
$35.4K - $42.4K
4.7K $411K
Nov 12, 2021 Q3 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-774
- 49.81%
$35.4K - $42.4K
780 $68.2K
Oct 27, 2021 Q3 2021
Trust CO Of Virginia

SELL
 -
-796
- 2.96%
$36.4K - $43.6K
26.1K $2.29M
Nov 12, 2021 Q3 2021
All Square Wealth Management LLC

Albany, NY
SELL
 -
-800
Closed
$36.6K - $43.8K
0 $0
Oct 28, 2021 Q3 2021
Yhb Investment Advisors, Inc.

SELL
 -
-806
- 7.34%
$36.9K - $44.2K
10.2K $890K
Nov 05, 2021 Q3 2021
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-808
- 16.65%
$37K - $44.3K
4.04K $354K
Oct 04, 2021 Q3 2021
Thomasville National Bank

SELL
 -
-810
- 0.8%
$37.1K - $44.4K
101K $8.81M
Oct 19, 2021 Q3 2021
Albion Financial Group

SELL
 -
-837
- 74.27%
$38.3K - $45.9K
290 $25.4K
Oct 29, 2021 Q3 2021
Galvin, Gaustad & Stein, LLC

SELL
 -
-851
- 4.75%
$39K - $46.6K
17K $1.49M
Nov 15, 2021 Q3 2021
One Wealth Advisors, LLC

San Francisco, CA
SELL
 -
-854
- 1.72%
$39.1K - $46.8K
48.7K $4.26M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-946
- 5.18%
$43.3K - $51.9K
17.3K $1.52M
Nov 12, 2021 Q3 2021
American Money Management, LLC

SELL
 -
-947
- 5.96%
$43.4K - $51.9K
15K $1.31M
Oct 07, 2021 Q3 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-967
- 8.79%
$44.3K - $53K
10K $878K
Nov 12, 2021 Q3 2021
Tiedemann Advisors, LLC

SELL
 -
-1K
- 1.41%
$45.8K - $54.8K
69.8K $6.11M

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