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 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
9.99K+ 18.07% |
$457K - $548K
|
65.3K
$5.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Nbw Capital LLC
|
BUY
|
- |
9.98KNew |
$457K - $547K
|
9.98K
$873K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.88K+ 968.63% |
$452K - $542K
|
10.9K
$953K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.65K+ 17.03% |
$442K - $529K
|
66.3K
$5.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
9.63K+ 9.65% |
$441K - $528K
|
109K
$9.57M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.59K+ 1.41% |
$439K - $526K
|
690K
$60.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.57K+ 19.18% |
$438K - $524K
|
59.5K
$5.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.24K+ 4.23% |
$423K - $506K
|
227K
$19.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.23KNew |
$423K - $506K
|
9.23K
$808K
|
|
|
Oct 27, 2021
Q3 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
9.2KNew |
$421K - $504K
|
9.2K
$805K
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8.94K+ 16.39% |
$409K - $490K
|
63.4K
$5.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.86KNew |
$406K - $485K
|
8.86K
$775K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
8.84K+ 34.43% |
$405K - $485K
|
34.5K
$3.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
8.77KNew |
$402K - $481K
|
8.77K
$767K
|
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.75KNew |
$400K - $479K
|
8.75K
$765K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
8.74KNew |
$400K - $479K
|
8.74K
$765K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.64K+ 14.17% |
$395K - $473K
|
69.6K
$6.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.58K+ 4.07% |
$393K - $470K
|
219K
$19.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
8.58K+ 6.16% |
$393K - $470K
|
148K
$12.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
8.58K+ 6.16% |
$393K - $470K
|
148K
$12.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.42K+ 110.14% |
$385K - $461K
|
16.1K
$1.4M
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
8.32K+ 7.14% |
$381K - $456K
|
125K
$10.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
8.12K+ 7.94% |
$372K - $445K
|
110K
$9.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
8.11KNew |
$371K - $445K
|
8.11K
$709K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
7.9K+ 4.91% |
$362K - $433K
|
169K
$14.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.61K+ 50.32% |
$348K - $417K
|
22.7K
$1.99M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.35K+ 6.14% |
$336K - $403K
|
127K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.33K+ 18.55% |
$336K - $402K
|
46.9K
$4.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
7.32K+ 13.14% |
$335K - $401K
|
63.1K
$5.52M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
7.32K+ 10.54% |
$335K - $401K
|
76.7K
$6.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
7.29K+ 172.82% |
$334K - $400K
|
11.5K
$1.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.25K+ 1.68% |
$332K - $398K
|
440K
$38.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.8K+ 24.15% |
$311K - $373K
|
35K
$3.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
6.76K+ 25.66% |
$310K - $371K
|
33.1K
$2.9M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.73K+ 10.9% |
$308K - $369K
|
68.5K
$5.99M
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
6.72KNew |
$308K - $369K
|
6.72K
$588K
|
|
|
Nov 12, 2021
Q3 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
6.64K+ 1659.75% |
$304K - $364K
|
7.04K
$616K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6.57KNew |
$301K - $360K
|
6.57K
$575K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
6.43KNew |
$294K - $352K
|
6.43K
$562K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
6.42K+ 23.6% |
$294K - $352K
|
33.6K
$2.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.4K+ 3.18% |
$293K - $351K
|
208K
$18.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
6.37K+ 111.31% |
$292K - $349K
|
12.1K
$1.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Belvedere Trading LLC
|
BUY
|
- |
6.35KNew |
$291K - $348K
|
6.35K
$555K
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.25K+ 81.55% |
$286K - $343K
|
13.9K
$1.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$285K - $341K
|
6.23K
$545K
|
|
|
Nov 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
6.21K+ 5.65% |
$284K - $341K
|
116K
$10.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
6.16K+ 14.15% |
$282K - $338K
|
49.7K
$4.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
6.1K+ 14.41% |
$279K - $334K
|
48.4K
$4.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.04KNew |
$277K - $331K
|
6.04K
$528K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
6.02K+ 21.9% |
$276K - $330K
|
33.5K
$2.93M
|