Purchases and Sales Made in Q3 2021 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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
Oct 25, 2021 Q3 2021
Northwest Capital Management Inc

BUY
 -
6.01K
+ 22.5%
$275K - $329K
32.7K $2.86M
Nov 15, 2021 Q3 2021
Verition Fund Management LLC

Greenwich, CT
BUY
 -
6K
New
$275K - $329K
6K $525K
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
5.98K
+ 39.89%
$274K - $328K
21K $1.83M
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
BUY
 -
5.87K
+ 83.67%
$269K - $322K
12.9K $1.13M
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

BUY
 -
5.79K
New
$265K - $318K
5.79K $507K
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
5.71K
+ 28.71%
$262K - $313K
25.6K $2.24M
Oct 12, 2021 Q3 2021
Roberts Wealth Advisors, LLC

BUY
 -
5.65K
New
$259K - $310K
5.65K $494K
Oct 28, 2021 Q3 2021
Bnc Wealth Management, LLC

BUY
 -
5.63K
+ 90.26%
$258K - $309K
11.9K $1.04M
Nov 12, 2021 Q3 2021
United Bank

BUY
 -
5.44K
+ 22.29%
$249K - $298K
29.8K $2.61M
Nov 01, 2021 Q3 2021
B & T Capital Management Dba Alpha Capital Management

BUY
 -
5.37K
+ 1482.04%
$246K - $294K
5.73K $501K
Nov 15, 2021 Q3 2021
Paloma Partners Management CO

Greenwich, CT
BUY
 -
5.29K
+ 374.77%
$242K - $290K
6.7K $586K
Oct 18, 2021 Q3 2021
Atticus Wealth Management, LLC

BUY
 -
5.25K
+ 323.32%
$241K - $288K
6.88K $602K
Nov 15, 2021 Q3 2021
Founders Financial Securities LLC

BUY
 -
5.25K
+ 93.15%
$240K - $288K
10.9K $952K
Oct 20, 2021 Q3 2021
Donald L. Hagan, LLC

BUY
 -
5.21K
+ 27.97%
$238K - $285K
23.8K $2.08M
Aug 25, 2023 Q3 2021
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
5.17K
+ 38.4%
$237K - $283K
18.6K $1.63M
Nov 03, 2021 Q3 2021
Camden Capital, LLC

BUY
 -
5.16K
New
$236K - $283K
5.16K $451K
Nov 15, 2021 Q3 2021
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
5.16K
New
$236K - $283K
5.16K $451K
Nov 12, 2021 Q3 2021
Quaker Wealth Management, LLC

BUY
 -
5.14K
New
$235K - $282K
5.14K $449K
Nov 10, 2021 Q3 2021
Tredje Ap Fonden

BUY
 -
5.1K
+ 26.98%
$234K - $280K
24K $2.1M
Nov 12, 2021 Q3 2021
Archetype Wealth Partners

Houston, TX
BUY
 -
5.07K
New
$232K - $278K
5.07K $444K
Nov 02, 2021 Q3 2021
Rnc Capital Management LLC

BUY
 -
5.05K
New
$231K - $277K
5.05K $442K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
5.04K
+ 21.06%
$231K - $276K
29K $2.53M
Oct 19, 2021 Q3 2021
Asset Planning Services Inc

BUY
 -
5K
+ 25.0%
$229K - $274K
25K $2.19M
Nov 12, 2021 Q3 2021
Bridgecreek Investment Management, LLC

Tulsa, OK
BUY
 -
5K
+ 59.35%
$229K - $274K
13.4K $1.17M
Nov 02, 2021 Q3 2021
Blue Chip Partners, Inc.

BUY
 -
5K
+ 1.17%
$229K - $274K
432K $37.7M
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

BUY
 -
4.99K
+ 27.17%
$228K - $274K
23.4K $2.04M
Nov 03, 2021 Q3 2021
Solitude Financial Services

BUY
 -
4.89K
+ 16.3%
$224K - $268K
34.9K $3.05M
Nov 15, 2021 Q3 2021
1832 Asset Management L.P.

Toronto, A6
BUY
 -
4.82K
+ 97.26%
$221K - $264K
9.78K $856K
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.75K
New
$217K - $260K
4.75K $415K
Nov 12, 2021 Q3 2021
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
4.74K
+ 43.09%
$217K - $260K
15.7K $1.38M
Oct 05, 2021 Q3 2021
Advocacy Wealth Management Services, LLC

BUY
 -
4.74K
+ 6.32%
$217K - $260K
79.7K $6.97M
Oct 18, 2021 Q3 2021
Sabal Trust CO

BUY
 -
4.73K
+ 28.69%
$216K - $259K
21.2K $1.85M
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
4.67K
+ 7.28%
$214K - $256K
68.9K $6.02M
Oct 26, 2021 Q3 2021
Edge Capital Group, LLC

BUY
 -
4.57K
New
$209K - $250K
4.57K $400K
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
4.55K
New
$209K - $250K
4.55K $398K
Nov 08, 2021 Q3 2021
Sonata Capital Group Inc

BUY
 -
4.53K
New
$208K - $248K
4.53K $396K
Oct 05, 2021 Q3 2021
Lowe Wealth Advisors, LLC

BUY
 -
4.53K
+ 7.57%
$207K - $248K
64.3K $5.63M
Oct 20, 2021 Q3 2021
Onyx Bridge Wealth Group LLC

BUY
 -
4.51K
New
$207K - $247K
4.51K $394K
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
4.5K
+ 1823.08%
$206K - $247K
4.75K $415K
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

BUY
 -
4.44K
+ 11.41%
$203K - $244K
43.4K $3.79M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.44K
+ 2.56%
$203K - $244K
178K $15.6M
Nov 15, 2021 Q3 2021
J.Safra Asset Management Corp

BUY
 -
4.35K
+ 201.53%
$199K - $238K
6.5K $569K
Nov 09, 2021 Q3 2021
Guyasuta Investment Advisors Inc

BUY
 -
4.33K
New
$198K - $237K
4.33K $379K
Oct 28, 2021 Q3 2021
Integrated Investment Consultants, LLC

BUY
 -
4.25K
New
$195K - $233K
4.25K $372K
Nov 15, 2021 Q3 2021
Baker Avenue Asset Management, LP

BUY
 -
4.2K
New
$192K - $230K
4.2K $368K
Nov 05, 2021 Q3 2021
Ars Investment Partners, LLC

BUY
 -
4.19K
+ 9.72%
$192K - $230K
47.3K $4.14M
Nov 05, 2021 Q3 2021
Smith, Salley & Associates

BUY
 -
4.17K
New
$191K - $229K
4.17K $365K
Nov 10, 2021 Q3 2021
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
4.16K
New
$190K - $228K
4.16K $364K
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
4.1K
+ 3.41%
$188K - $225K
124K $10.9M

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