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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.8K+ 24.48% |
$907K - $1.09M
|
101K
$8.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
19.6K+ 22.26% |
$898K - $1.08M
|
108K
$9.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
18.9K+ 476.5% |
$864K - $1.03M
|
22.8K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
18.9K+ 5.29% |
$863K - $1.03M
|
375K
$32.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
18.7KNew |
$855K - $1.02M
|
18.7K
$1.63M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
18.1KNew |
$829K - $992K
|
18.1K
$1.58M
|
|
|
Oct 21, 2021
Q3 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
17.8K+ 29.03% |
$816K - $976K
|
79.2K
$6.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 332.2% |
$776K - $928K
|
22K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
16.2KNew |
$742K - $888K
|
16.2K
$1.42M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 23.75% |
$731K - $875K
|
83.2K
$7.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.7K+ 60.7% |
$721K - $863K
|
41.7K
$3.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.2KNew |
$697K - $834K
|
15.2K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
15.2K+ 2.17% |
$696K - $833K
|
715K
$62.6M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.7K+ 101.06% |
$673K - $805K
|
29.2K
$2.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.6K+ 40.57% |
$669K - $801K
|
50.6K
$4.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
14.1K+ 12.82% |
$645K - $772K
|
124K
$10.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.1K+ 12.95% |
$645K - $772K
|
123K
$10.7M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
14.1K+ 30.44% |
$644K - $771K
|
60.2K
$5.27M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
13.9K+ 16.55% |
$637K - $763K
|
98K
$8.57M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$630K - $754K
|
13.8K
$1.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$626K - $749K
|
13.7K
$1.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
13.5KNew |
$620K - $743K
|
13.5K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
13.5K+ 61.44% |
$619K - $741K
|
35.5K
$3.11M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.4K+ 31.21% |
$613K - $734K
|
56.3K
$4.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
13K+ 22.37% |
$596K - $713K
|
71.2K
$6.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 14.73% |
$578K - $692K
|
98.3K
$8.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
12.5KNew |
$574K - $687K
|
12.5K
$1.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
12.5K+ 45.56% |
$573K - $686K
|
40K
$3.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
12.5K+ 7.29% |
$573K - $685K
|
184K
$16.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
12.4K+ 34.4% |
$567K - $678K
|
48.4K
$4.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
12.3K+ 8.64% |
$563K - $674K
|
155K
$13.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12.3KNew |
$561K - $672K
|
12.3K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12.2KNew |
$560K - $671K
|
12.2K
$1.07M
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
12K+ 20.44% |
$549K - $657K
|
70.7K
$6.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
12K+ 18.77% |
$547K - $655K
|
75.6K
$6.62M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
11.2K+ 9.44% |
$512K - $613K
|
130K
$11.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 10.88% |
$509K - $609K
|
113K
$9.91M
|
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
11K+ 59.37% |
$502K - $601K
|
29.4K
$2.58M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
10.9K+ 29.24% |
$500K - $599K
|
48.3K
$4.22M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.8K+ 33.46% |
$497K - $595K
|
43.3K
$3.78M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
10.5K+ 38.64% |
$480K - $575K
|
37.6K
$3.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
10.5K+ 159.49% |
$480K - $575K
|
17.1K
$1.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.4KNew |
$475K - $569K
|
10.4K
$907K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10.4K+ 108.18% |
$474K - $568K
|
19.9K
$1.74M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
10.3K+ 17.99% |
$473K - $566K
|
67.8K
$5.93M
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
10.3KNew |
$471K - $564K
|
10.3K
$900K
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
10.3KNew |
$471K - $564K
|
10.3K
$900K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
10.3K+ 46.9% |
$471K - $563K
|
32.2K
$2.82M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10KNew |
$458K - $548K
|
10K
$875K
|
|
|
Nov 15, 2021
Q3 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$458K - $548K
|
10K
$875K
|