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 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-1.01K- 1.53% |
$46.3K - $55.4K
|
65K
$5.68M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.01K- 9.03% |
$46.4K - $55.6K
|
10.2K
$893K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-1.02K- 2.44% |
$46.5K - $55.7K
|
40.6K
$3.55M
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.02K- 1.06% |
$46.5K - $55.7K
|
94.5K
$8.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.02K- 4.81% |
$46.6K - $55.7K
|
20.1K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.02K- 15.28% |
$46.7K - $55.9K
|
5.65K
$494K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.03K- 4.03% |
$47.3K - $56.7K
|
24.6K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.06KClosed |
$48.7K - $58.3K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.09K- 6.79% |
$50.1K - $60K
|
15K
$1.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.14K- 13.65% |
$52.2K - $62.5K
|
7.21K
$631K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 0.89% |
$53K - $63.4K
|
130K
$11.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.18K- 1.47% |
$54.1K - $64.8K
|
79.4K
$6.95M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
SELL
|
- |
-1.22K- 3.99% |
$55.7K - $66.7K
|
29.3K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.22K- 2.0% |
$55.8K - $66.8K
|
59.8K
$5.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 5.07% |
$56.9K - $68.1K
|
23.3K
$2.03M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
SELL
|
- |
-1.26K- 16.55% |
$57.5K - $68.8K
|
6.33K
$554K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.28K- 4.87% |
$58.5K - $70K
|
25K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.28K- 4.31% |
$58.6K - $70.2K
|
28.4K
$2.48M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.34K- 5.74% |
$61.3K - $73.4K
|
22K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.38K- 1.0% |
$63K - $75.4K
|
136K
$11.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.4KClosed |
$64.1K - $76.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.44K- 3.45% |
$65.8K - $78.8K
|
40.3K
$3.52M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.45K- 14.82% |
$66.5K - $79.6K
|
8.35K
$730K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
SELL
|
- |
-1.47K- 89.33% |
$67.1K - $80.3K
|
175
$15.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.47K- 5.01% |
$67.2K - $80.5K
|
27.8K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-1.51K- 0.55% |
$68.9K - $82.5K
|
274K
$23.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.52K- 20.53% |
$69.8K - $83.5K
|
5.9K
$516K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.54K- 13.3% |
$70.4K - $84.2K
|
10K
$876K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.55K- 1.41% |
$71K - $85K
|
109K
$9.49M
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
SELL
|
- |
-1.56K- 1.74% |
$71.2K - $85.2K
|
88K
$7.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.56K- 22.33% |
$71.5K - $85.6K
|
5.43K
$475K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.56K- 9.15% |
$71.5K - $85.6K
|
15.5K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.57K- 0.73% |
$71.7K - $85.8K
|
213K
$18.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.57KClosed |
$71.8K - $86K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.64K- 14.35% |
$75.1K - $89.9K
|
9.79K
$856K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-1.72K- 10.04% |
$78.6K - $94.1K
|
15.4K
$1.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.72K- 24.02% |
$78.8K - $94.3K
|
5.44K
$476K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.73K- 24.18% |
$79.2K - $94.8K
|
5.43K
$475K
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.78K- 6.01% |
$81.3K - $97.3K
|
27.8K
$2.43M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-1.8K- 9.41% |
$82.4K - $98.7K
|
17.3K
$1.52M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.8K- 38.3% |
$82.4K - $98.7K
|
2.9K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.8K- 14.55% |
$82.4K - $98.7K
|
10.6K
$924K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.84K- 4.32% |
$84.2K - $101K
|
40.7K
$3.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.86K- 8.05% |
$85.3K - $102K
|
21.3K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-1.89K- 6.87% |
$86.6K - $104K
|
25.6K
$2.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.9K- 1.96% |
$86.9K - $104K
|
95.1K
$8.32M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.94K- 9.38% |
$88.9K - $106K
|
18.8K
$1.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.97K- 8.25% |
$90.2K - $108K
|
21.9K
$1.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2KClosed |
$91.6K - $110K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2K- 19.8% |
$91.6K - $110K
|
8.1K
$709K
|