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
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.49KNew |
$114K - $136K
|
2.49K
$218K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
2.48K+ 32.31% |
$114K - $136K
|
10.2K
$890K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.48K+ 51.81% |
$113K - $136K
|
7.26K
$635K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 27.98% |
$111K - $133K
|
11.1K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.38K+ 30.78% |
$109K - $131K
|
10.1K
$885K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.35K+ 184.31% |
$108K - $129K
|
3.63K
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.34KNew |
$107K - $128K
|
2.34K
$205K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.33KNew |
$107K - $128K
|
2.33K
$204K
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.26K+ 5.45% |
$103K - $124K
|
43.7K
$3.82M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.25K+ 1163.21% |
$103K - $123K
|
2.44K
$213K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.21K+ 6.13% |
$101K - $121K
|
38.3K
$3.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
2.2KNew |
$101K - $121K
|
2.2K
$192K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.19K+ 19.04% |
$100K - $120K
|
13.7K
$1.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.16K+ 7.41% |
$98.9K - $118K
|
31.3K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.15K+ 37.13% |
$98.4K - $118K
|
7.94K
$695K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
2.14K+ 5.51% |
$97.9K - $117K
|
40.9K
$3.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.11K+ 1.58% |
$96.7K - $116K
|
136K
$11.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.07K+ 39.72% |
$94.7K - $113K
|
7.28K
$636K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.06K+ 16.06% |
$94.3K - $113K
|
14.9K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.03K+ 8.13% |
$92.9K - $111K
|
27K
$2.36M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.02K+ 5.93% |
$92.3K - $110K
|
36K
$3.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2K+ 36.36% |
$91.6K - $110K
|
7.5K
$656K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.91K+ 13.17% |
$87.5K - $105K
|
16.4K
$1.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
1.9K+ 5.47% |
$86.9K - $104K
|
36.6K
$3.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.89K+ 12.4% |
$86.5K - $103K
|
17.1K
$1.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
1.89K+ 10.24% |
$86.3K - $103K
|
20.3K
$1.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.87K+ 9.32% |
$85.4K - $102K
|
21.9K
$1.91M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.86K+ 6.33% |
$85.2K - $102K
|
31.3K
$2.74M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.85K+ 9.49% |
$84.9K - $102K
|
21.4K
$1.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.85K+ 4.18% |
$84.5K - $101K
|
46K
$4.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.82K+ 19.55% |
$83.2K - $99.5K
|
11.1K
$971K
|
|
|
Nov 12, 2021
Q3 2021
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
1.8KNew |
$82.4K - $98.7K
|
1.8K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.8KNew |
$82.4K - $98.7K
|
1.8K
$157K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.78K+ 2.23% |
$81.4K - $97.4K
|
81.3K
$7.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.77K+ 6.92% |
$81.2K - $97.2K
|
27.4K
$2.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
1.76K+ 5.01% |
$80.6K - $96.5K
|
36.9K
$3.23M
|
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.73KNew |
$79.2K - $94.8K
|
1.73K
$151K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1.69K+ 11.81% |
$77.6K - $92.8K
|
16K
$1.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.63K+ 30.89% |
$74.7K - $89.4K
|
6.92K
$605K
|
|
|
Nov 09, 2021
Q3 2021
|
Jennison Associates LLC
|
BUY
|
- |
1.62K+ 12.57% |
$74K - $88.6K
|
14.5K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.61K+ 2.93% |
$73.6K - $88.1K
|
56.5K
$4.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.6K+ 10.96% |
$73.3K - $87.7K
|
16.2K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.59K+ 19.72% |
$72.9K - $87.3K
|
9.67K
$846K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.59K+ 19.72% |
$72.9K - $87.3K
|
9.67K
$846K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.59K+ 7.48% |
$72.8K - $87.1K
|
22.8K
$2M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
1.58K+ 42.22% |
$72.2K - $86.4K
|
5.31K
$464K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.56K+ 35.34% |
$71.6K - $85.7K
|
5.99K
$524K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
1.56K+ 30.2% |
$71.2K - $85.3K
|
6.71K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.55K+ 16.35% |
$71.2K - $85.2K
|
11.1K
$967K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.48K+ 7.39% |
$67.5K - $80.8K
|
21.4K
$1.87M
|