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 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.98KClosed |
$182K - $218K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.01K- 15.58% |
$183K - $220K
|
21.7K
$1.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.07K- 4.61% |
$186K - $223K
|
84.3K
$7.38M
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.09K- 27.48% |
$187K - $224K
|
10.8K
$943K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-4.1KClosed |
$188K - $225K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.14K- 12.99% |
$190K - $227K
|
27.8K
$2.43M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.14K- 12.99% |
$190K - $227K
|
27.8K
$2.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Granger Management LLC
|
SELL
|
- |
-4.16K- 11.26% |
$190K - $228K
|
32.8K
$2.87M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-4.17K- 3.52% |
$191K - $229K
|
114K
$9.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.3K- 4.5% |
$197K - $236K
|
91.3K
$7.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.36KClosed |
$200K - $239K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-4.38KClosed |
$200K - $240K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.44KClosed |
$203K - $243K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-4.46K- 2.39% |
$204K - $244K
|
182K
$15.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.5K- 94.8% |
$206K - $247K
|
247
$21.6K
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-4.53KClosed |
$207K - $248K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.66K- 6.98% |
$213K - $255K
|
62.1K
$5.43M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-4.7K- 19.01% |
$215K - $258K
|
20K
$1.75M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.71K- 32.5% |
$215K - $258K
|
9.77K
$855K
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.73KClosed |
$217K - $259K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.74K- 4.78% |
$217K - $260K
|
94.6K
$8.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-4.75K- 6.32% |
$217K - $260K
|
70.4K
$6.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.8K- 25.47% |
$220K - $263K
|
14.1K
$1.23M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-4.81KClosed |
$220K - $264K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-4.93K- 15.55% |
$226K - $270K
|
26.8K
$2.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-5KClosed |
$229K - $274K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-5.04KClosed |
$231K - $276K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-5.05K- 75.16% |
$231K - $277K
|
1.67K
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5.05KClosed |
$231K - $277K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-5.07KClosed |
$232K - $278K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-5.08K- 1.78% |
$233K - $278K
|
281K
$24.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.09K- 5.39% |
$233K - $279K
|
89.2K
$7.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.13KClosed |
$235K - $281K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.4K- 21.67% |
$247K - $296K
|
19.5K
$1.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-5.44K- 32.56% |
$249K - $298K
|
11.3K
$986K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.45KClosed |
$249K - $298K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.48K- 7.07% |
$251K - $300K
|
72K
$6.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.52K- 6.55% |
$253K - $303K
|
78.7K
$6.88M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.59KClosed |
$256K - $306K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-5.59K- 7.96% |
$256K - $306K
|
64.6K
$5.65M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.62K- 8.24% |
$257K - $308K
|
62.6K
$5.47M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.66KClosed |
$259K - $310K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.67K- 20.88% |
$259K - $311K
|
21.5K
$1.88M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.75K- 3.38% |
$263K - $315K
|
164K
$14.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.8KClosed |
$265K - $318K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.95KClosed |
$272K - $326K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.24K- 52.03% |
$286K - $342K
|
5.75K
$503K
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-6.35KClosed |
$291K - $348K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6.44K- 46.39% |
$295K - $353K
|
7.44K
$651K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.48K- 89.46% |
$297K - $355K
|
763
$66.7K
|