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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.44K+ 13.04% |
$65.8K - $78.8K
|
12.5K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 17.99% |
$65.3K - $78.1K
|
9.35K
$818K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.42K+ 20.9% |
$64.8K - $77.6K
|
8.19K
$716K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
1.41K+ 19.14% |
$64.7K - $77.4K
|
8.79K
$769K
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
1.41K+ 0.66% |
$64.7K - $77.4K
|
214K
$18.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.41K+ 3.67% |
$64.6K - $77.3K
|
39.8K
$3.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.4K+ 27.35% |
$64.1K - $76.7K
|
6.52K
$570K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.4K+ 2.05% |
$64.1K - $76.7K
|
69.6K
$6.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 17.91% |
$63.9K - $76.5K
|
9.18K
$803K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.39K+ 26.16% |
$63.8K - $76.4K
|
6.72K
$588K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
1.37K+ 18.72% |
$62.6K - $75K
|
8.68K
$759K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
1.37K+ 5.66% |
$62.5K - $74.8K
|
25.5K
$2.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
1.36K+ 8.78% |
$62.4K - $74.7K
|
16.9K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
1.34K+ 36.06% |
$61.5K - $73.6K
|
5.07K
$443K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.34K+ 2.08% |
$61.4K - $73.4K
|
65.6K
$5.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.31K+ 2.09% |
$60.1K - $71.9K
|
64K
$5.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
1.31K+ 17.23% |
$59.8K - $71.6K
|
8.89K
$778K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.3K+ 24.76% |
$59.5K - $71.3K
|
6.55K
$573K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.3K+ 22.53% |
$59.5K - $71.3K
|
7.07K
$618K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.26K+ 3.27% |
$57.8K - $69.2K
|
39.9K
$3.49M
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.26K+ 29.95% |
$57.5K - $68.8K
|
5.45K
$476K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.25K+ 2.04% |
$57.3K - $68.6K
|
62.5K
$5.47M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.25K+ 3.3% |
$57.2K - $68.5K
|
39.1K
$3.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.22K+ 20.18% |
$55.8K - $66.8K
|
7.26K
$635K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.22K+ 20.18% |
$55.8K - $66.8K
|
7.26K
$635K
|
|
|
Oct 20, 2021
Q3 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.16K+ 4.26% |
$53.2K - $63.7K
|
28.4K
$2.49M
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.15K+ 3.39% |
$52.8K - $63.3K
|
35.2K
$3.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.12K+ 2.9% |
$51.3K - $61.4K
|
39.8K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.12K+ 16.17% |
$51.2K - $61.3K
|
8.03K
$703K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 0.51% |
$50.5K - $60.5K
|
218K
$19M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
1.09K+ 23.99% |
$50K - $59.8K
|
5.64K
$493K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
1.08K+ 5.47% |
$49.4K - $59.1K
|
20.8K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.07K+ 519.9% |
$49K - $58.7K
|
1.28K
$112K
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.04K+ 21.25% |
$47.8K - $57.2K
|
5.95K
$521K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.01K+ 5.72% |
$46.2K - $55.4K
|
18.7K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
965+ 111.56% |
$44.2K - $52.9K
|
1.83K
$160K
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
960+ 5.97% |
$44K - $52.6K
|
17K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
947+ 1.71% |
$43.4K - $51.9K
|
56.2K
$4.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
946New |
$43.3K - $51.9K
|
946
$82.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
942New |
$43.1K - $51.6K
|
942
$82.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
940+ 3.03% |
$43K - $51.5K
|
31.9K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
913+ 11.48% |
$41.8K - $50K
|
8.87K
$776K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
887+ 4.86% |
$40.6K - $48.6K
|
19.1K
$1.67M
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
BUY
|
- |
850+ 3.63% |
$38.9K - $46.6K
|
24.3K
$2.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
850+ 12.94% |
$38.9K - $46.6K
|
7.42K
$649K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
835New |
$38.2K - $45.8K
|
835
$73K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
830+ 3.38% |
$38K - $45.5K
|
25.4K
$2.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
806New |
$36.9K - $44.2K
|
806
$70.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
795+ 9.47% |
$36.4K - $43.6K
|
9.19K
$803K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
790+ 20.93% |
$36.2K - $43.3K
|
4.57K
$399K
|