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 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
38.5K+ 1142.09% |
$1.76M - $2.11M
|
41.9K
$3.66M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
38.5K+ 119.06% |
$1.76M - $2.11M
|
70.8K
$6.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
38.4KNew |
$1.76M - $2.1M
|
38.4K
$3.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37.5K+ 4.98% |
$1.72M - $2.06M
|
792K
$69.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
35.9K+ 133.0% |
$1.64M - $1.97M
|
62.9K
$5.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
34.6KNew |
$1.58M - $1.9M
|
34.6K
$3.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
32.3K+ 107.61% |
$1.48M - $1.77M
|
62.3K
$5.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
32.1K+ 26.08% |
$1.47M - $1.76M
|
155K
$13.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
31KNew |
$1.42M - $1.7M
|
31K
$2.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
30.6K+ 147.5% |
$1.4M - $1.68M
|
51.4K
$4.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
30.2KNew |
$1.38M - $1.65M
|
30.2K
$2.64M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
29.8K+ 76.78% |
$1.37M - $1.64M
|
68.7K
$6.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.8K+ 6.06% |
$1.37M - $1.64M
|
523K
$45.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
29.5K+ 174.56% |
$1.35M - $1.62M
|
46.4K
$4.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
28.7K+ 369.0% |
$1.32M - $1.57M
|
36.5K
$3.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
28.7K+ 49.0% |
$1.31M - $1.57M
|
87.3K
$7.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
28.6K+ 75.44% |
$1.31M - $1.57M
|
66.4K
$5.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
28.2KNew |
$1.29M - $1.55M
|
28.2K
$2.47M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
28.2K+ 431.5% |
$1.29M - $1.55M
|
34.7K
$3.04M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27.5K+ 1056.67% |
$1.26M - $1.51M
|
30.1K
$2.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.5K+ 25.68% |
$1.26M - $1.51M
|
134K
$11.8M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27K+ 25.5% |
$1.24M - $1.48M
|
133K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.9K+ 56.9% |
$1.23M - $1.47M
|
74.1K
$6.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
26.6K+ 28.68% |
$1.22M - $1.46M
|
119K
$10.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
26.4K+ 18.73% |
$1.21M - $1.45M
|
167K
$14.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
26.4K+ 83.6% |
$1.21M - $1.44M
|
57.9K
$5.06M
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
26.3KNew |
$1.2M - $1.44M
|
26.3K
$2.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
26.3K+ 12.19% |
$1.2M - $1.44M
|
242K
$21.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25.9K+ 16.44% |
$1.19M - $1.42M
|
184K
$16.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.8K+ 14.19% |
$1.18M - $1.41M
|
207K
$18.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
25.4KNew |
$1.16M - $1.39M
|
25.4K
$2.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.7K+ 9.14% |
$1.13M - $1.36M
|
295K
$25.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
23.5KNew |
$1.08M - $1.29M
|
23.5K
$2.06M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
23.4KNew |
$1.07M - $1.28M
|
23.4K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23K+ 19.14% |
$1.05M - $1.26M
|
143K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.9KNew |
$1.05M - $1.26M
|
22.9K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22.9K+ 282.99% |
$1.05M - $1.25M
|
31K
$2.71M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.6K+ 58.55% |
$1.04M - $1.24M
|
61.2K
$5.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
22.6K+ 5.29% |
$1.03M - $1.24M
|
450K
$39.4M
|
|
|
Apr 04, 2024
Q3 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
22.6K+ 5.29% |
$1.03M - $1.24M
|
450K
$39.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.2K+ 10.72% |
$1.02M - $1.22M
|
229K
$20.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
21.9K+ 13.14% |
$1M - $1.2M
|
189K
$16.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
21.8KNew |
$998K - $1.2M
|
21.8K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.8K+ 6.43% |
$998K - $1.19M
|
361K
$31.5M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
21.5KNew |
$983K - $1.18M
|
21.5K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.5K+ 5.18% |
$982K - $1.18M
|
436K
$38.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
21K+ 16.52% |
$962K - $1.15M
|
148K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
20.1K+ 91.88% |
$919K - $1.1M
|
41.9K
$3.66M
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
20K+ 29.16% |
$916K - $1.1M
|
88.6K
$7.75M
|
|
|
Nov 29, 2021
Q3 2021
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
19.8K+ 3.26% |
$907K - $1.09M
|
628K
$54.9M
|