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 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-6.5KClosed |
$298K - $356K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-6.51KClosed |
$298K - $357K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-6.55KClosed |
$300K - $359K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-6.75K- 81.83% |
$309K - $370K
|
1.5K
$131K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.78K- 9.84% |
$311K - $372K
|
62.1K
$5.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.94K- 7.2% |
$318K - $380K
|
89.4K
$7.82M
|
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-7.12K- 75.79% |
$326K - $390K
|
2.27K
$199K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.16K- 28.82% |
$328K - $392K
|
17.7K
$1.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.32K- 43.06% |
$335K - $401K
|
9.68K
$847K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.44K- 55.58% |
$341K - $408K
|
5.95K
$520K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.59K- 27.79% |
$348K - $416K
|
19.7K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-7.75K- 9.24% |
$355K - $425K
|
76.2K
$6.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.78K- 7.67% |
$356K - $426K
|
93.7K
$8.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-7.93K- 20.84% |
$363K - $435K
|
30.1K
$2.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.94KClosed |
$364K - $435K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.95K- 11.15% |
$364K - $436K
|
63.3K
$5.54M
|
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8K- 62.55% |
$366K - $438K
|
4.79K
$419K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.09K- 16.11% |
$370K - $443K
|
42.1K
$3.68M
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-8.12K- 50.94% |
$372K - $445K
|
7.82K
$684K
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8.54K- 30.36% |
$391K - $468K
|
19.6K
$1.71M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-8.56K- 27.63% |
$392K - $469K
|
22.4K
$1.96M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.75K- 23.09% |
$401K - $480K
|
29.2K
$2.55M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8.79KClosed |
$402K - $482K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.83K- 4.95% |
$404K - $484K
|
169K
$14.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.84KClosed |
$405K - $485K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.87K- 55.27% |
$406K - $486K
|
7.17K
$628K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-9.08K- 66.81% |
$416K - $498K
|
4.51K
$395K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9.1KClosed |
$417K - $499K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.11K- 2.58% |
$417K - $499K
|
344K
$30.1M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9.17KClosed |
$420K - $503K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-9.21K- 33.31% |
$422K - $505K
|
18.4K
$1.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-9.29KClosed |
$425K - $509K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-9.58K- 3.58% |
$438K - $525K
|
258K
$22.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9.89K- 34.31% |
$453K - $542K
|
18.9K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-10K- 27.32% |
$458K - $548K
|
26.6K
$2.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-10.1K- 51.79% |
$462K - $554K
|
9.4K
$822K
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-10.1KClosed |
$462K - $554K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-10.5K- 2.21% |
$479K - $574K
|
462K
$40.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10.7KClosed |
$489K - $585K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-10.9KClosed |
$498K - $596K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9KClosed |
$498K - $596K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11K- 22.19% |
$504K - $603K
|
38.6K
$3.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.1KClosed |
$510K - $610K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-11.3KClosed |
$519K - $621K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-12K- 3.76% |
$547K - $655K
|
306K
$26.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.1K- 14.72% |
$554K - $663K
|
70.1K
$6.13M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.7K- 9.51% |
$579K - $693K
|
120K
$10.5M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.7K- 12.78% |
$581K - $695K
|
86.6K
$7.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.7K- 5.97% |
$582K - $697K
|
200K
$17.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Deltec Asset Management LLC
|
SELL
|
- |
-13KClosed |
$595K - $713K
|
0
$0
|