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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.1K+ 17.85% |
$188K - $224K
|
27K
$2.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
4.08KNew |
$187K - $223K
|
4.08K
$357K
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.07K+ 3.49% |
$186K - $223K
|
121K
$10.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.05KNew |
$185K - $222K
|
4.05K
$354K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
4.03KNew |
$185K - $221K
|
4.03K
$353K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
4.02K+ 24.11% |
$184K - $220K
|
20.7K
$1.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
4.01K+ 28.21% |
$183K - $220K
|
18.2K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4K+ 18.74% |
$183K - $219K
|
25.3K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.97K+ 41.66% |
$182K - $217K
|
13.5K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$181K - $217K
|
3.96K
$346K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.9KNew |
$179K - $214K
|
3.9K
$341K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.89K+ 15.92% |
$178K - $213K
|
28.3K
$2.48M
|
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
3.77KNew |
$172K - $206K
|
3.77K
$329K
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.74K+ 10.87% |
$171K - $205K
|
38.1K
$3.33M
|
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
3.72K+ 10.59% |
$170K - $204K
|
38.9K
$3.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
3.71KNew |
$170K - $203K
|
3.71K
$324K
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.7K+ 15.67% |
$169K - $203K
|
27.3K
$2.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.68K+ 16.86% |
$169K - $202K
|
25.5K
$2.23M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.68K+ 12.26% |
$168K - $201K
|
33.7K
$2.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.64K+ 29.48% |
$167K - $199K
|
16K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.63K+ 6.93% |
$166K - $199K
|
56K
$4.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.54K+ 1.86% |
$162K - $194K
|
194K
$17M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
3.54K+ 91.37% |
$162K - $194K
|
7.41K
$648K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.54K+ 9.24% |
$162K - $194K
|
41.8K
$3.66M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 64.38% |
$158K - $189K
|
8.83K
$772K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.46K+ 2.59% |
$158K - $189K
|
137K
$12M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.44K+ 63.08% |
$158K - $189K
|
8.89K
$778K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.44K+ 7.13% |
$158K - $189K
|
51.7K
$4.52M
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.43K+ 12.76% |
$157K - $188K
|
30.3K
$2.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.39K+ 50.09% |
$155K - $186K
|
10.1K
$887K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.38K+ 3.07% |
$155K - $185K
|
113K
$9.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3.28K+ 54.48% |
$150K - $180K
|
9.31K
$814K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
3.28K+ 2.42% |
$150K - $180K
|
139K
$12.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
3.19K+ 31.19% |
$146K - $175K
|
13.4K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.09K+ 1.55% |
$142K - $170K
|
203K
$17.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 241.94% |
$140K - $168K
|
4.33K
$379K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.93K+ 13.88% |
$134K - $161K
|
24.1K
$2.11M
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.93K+ 1.39% |
$134K - $160K
|
214K
$18.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.89K+ 53.84% |
$133K - $159K
|
8.27K
$723K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.89K+ 21.64% |
$132K - $159K
|
16.3K
$1.42M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
2.88K+ 3.67% |
$132K - $158K
|
81.3K
$7.11M
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
2.86K+ 10.39% |
$131K - $157K
|
30.4K
$2.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.79K+ 4.02% |
$128K - $153K
|
72.3K
$6.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2.78K+ 58.72% |
$127K - $152K
|
7.51K
$657K
|
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.7K+ 6.0% |
$124K - $148K
|
47.7K
$4.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.65K+ 313.85% |
$121K - $145K
|
3.5K
$306K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.63K+ 36.16% |
$121K - $144K
|
9.91K
$867K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 4.72% |
$120K - $143K
|
57.9K
$5.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
2.59K+ 2.94% |
$119K - $142K
|
90.7K
$7.94M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.51K+ 20.78% |
$115K - $138K
|
14.6K
$1.28M
|