Purchases and Sales Made in Q3 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2022. 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 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.22K+ 10.02% |
$82.6K - $103K
|
13.4K
$1.18M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.22K+ 5.69% |
$82.2K - $102K
|
22.6K
$1.98M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.21K+ 1162.5% |
$81.6K - $102K
|
1.31K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.21K+ 12.42% |
$81.6K - $102K
|
10.9K
$957K
|
|
|
Nov 10, 2022
Q3 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.2K+ 10.41% |
$81K - $101K
|
12.7K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 5.57% |
$81K - $101K
|
22.8K
$1.99M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.19K+ 6.0% |
$80.4K - $100K
|
21.1K
$1.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.17K+ 6.04% |
$78.8K - $98.2K
|
20.5K
$1.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.16K+ 174.02% |
$78.2K - $97.5K
|
1.83K
$160K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.16K+ 7.37% |
$78K - $97.1K
|
16.8K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
1.15K+ 5.69% |
$77.6K - $96.7K
|
21.4K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 2.07% |
$76.7K - $95.5K
|
56K
$4.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
1.13K+ 9.5% |
$76.4K - $95.2K
|
13K
$1.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.13K+ 1.89% |
$76.2K - $94.9K
|
61K
$5.33M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.13K+ 16.2% |
$76.1K - $94.8K
|
8.08K
$707K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
1.1K+ 9.94% |
$74.4K - $92.8K
|
12.2K
$1.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.1K+ 0.68% |
$74.2K - $92.4K
|
162K
$14.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1.1K+ 12.7% |
$74K - $92.2K
|
9.73K
$851K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.1K+ 1.74% |
$73.9K - $92.1K
|
63.8K
$5.58M
|
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.8% |
$73.6K - $91.7K
|
61.8K
$5.4M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.07K+ 77.17% |
$71.9K - $89.6K
|
2.45K
$214K
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.05K+ 14.94% |
$70.9K - $88.4K
|
8.09K
$707K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.02K+ 2.77% |
$68.6K - $85.4K
|
37.7K
$3.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.01K+ 8.05% |
$68.2K - $85K
|
13.6K
$1.19M
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.01K+ 30.85% |
$68.2K - $85K
|
4.29K
$375K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1K+ 99.21% |
$67.5K - $84.1K
|
2.01K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
995+ 33.45% |
$67.2K - $83.7K
|
3.97K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
983+ 9.48% |
$66.3K - $82.7K
|
11.4K
$993K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
981+ 11.05% |
$66.2K - $82.5K
|
9.86K
$862K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
976+ 32.93% |
$65.9K - $82.1K
|
3.94K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
972+ 16.5% |
$65.6K - $81.7K
|
6.86K
$600K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
969+ 17.28% |
$65.4K - $81.5K
|
6.58K
$575K
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
964+ 4.32% |
$65.1K - $81.1K
|
23.3K
$2.04M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
947+ 23.14% |
$63.9K - $79.6K
|
5.04K
$441K
|
|
|
Oct 11, 2022
Q3 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
917+ 9.7% |
$61.9K - $77.1K
|
10.4K
$907K
|
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
911+ 1.78% |
$61.5K - $76.6K
|
52.1K
$4.55M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
905+ 9.75% |
$61.1K - $76.1K
|
10.2K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
905+ 24.36% |
$61.1K - $76.1K
|
4.62K
$404K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
890+ 3.27% |
$60.1K - $74.8K
|
28.1K
$2.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
870+ 4.65% |
$58.7K - $73.2K
|
19.6K
$1.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
855+ 8.16% |
$57.7K - $71.9K
|
11.3K
$992K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
854+ 2.0% |
$57.6K - $71.8K
|
43.5K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
852+ 123.84% |
$57.5K - $71.6K
|
1.54K
$135K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
837+ 11.5% |
$56.5K - $70.4K
|
8.11K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
836+ 2.92% |
$56.4K - $70.3K
|
29.5K
$2.58M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
835+ 0.83% |
$56.4K - $70.2K
|
101K
$8.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
829+ 6.94% |
$55.9K - $69.7K
|
12.8K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
827New |
$55.8K - $69.5K
|
827
$72.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
822+ 12.98% |
$55.5K - $69.1K
|
7.16K
$626K
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
814+ 8.24% |
$54.9K - $68.4K
|
10.7K
$935K
|