Purchases and Sales Made in Q3 2022 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 09, 2022 Q3 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
809
+ 8.02%
$54.6K - $68K
10.9K $1.02M
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
804
+ 9.71%
$54.3K - $67.6K
9.09K $849K
Nov 09, 2022 Q3 2022
Wells Financial Advisors Inc

BUY
 -
800
New
$54K - $67.3K
800 $74.8K
Nov 14, 2022 Q3 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
782
+ 27.71%
$52.8K - $65.8K
3.6K $337K
Nov 01, 2022 Q3 2022
Allie Family Office LLC

BUY
 -
765
+ 14.76%
$51.6K - $64.3K
5.95K $556K
Nov 09, 2022 Q3 2022
Jacobi Capital Management LLC

BUY
 -
760
+ 6.64%
$51.3K - $63.9K
12.2K $1.14M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
747
+ 7.11%
$50.4K - $62.8K
11.3K $1.05M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
745
+ 45.4%
$50.3K - $62.6K
2.39K $223K
Oct 20, 2022 Q3 2022
Argi Investment Services, LLC

BUY
 -
739
+ 5.76%
$49.9K - $62.1K
13.6K $1.27M
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
739
+ 121.75%
$49.9K - $62.1K
1.35K $126K
Oct 13, 2022 Q3 2022
Welch Group, LLC

BUY
 -
713
+ 16.92%
$48.1K - $60K
4.93K $461K
Nov 14, 2022 Q3 2022
Richard Bernstein Advisors LLC

BUY
 -
695
+ 0.12%
$46.9K - $58.4K
568K $53.1M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
689
+ 1.18%
$46.5K - $57.9K
58.9K $5.51M
Nov 09, 2022 Q3 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
681
+ 1.25%
$46K - $57.3K
55.1K $5.15M
Nov 10, 2022 Q3 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
679
+ 3.61%
$45.8K - $57.1K
19.5K $1.82M
Nov 04, 2022 Q3 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
676
+ 1733.33%
$45.6K - $56.8K
715 $66.8K
Nov 07, 2022 Q3 2022
Interchange Capital Partners, LLC

BUY
 -
672
+ 6.79%
$45.4K - $56.5K
10.6K $988K
Oct 11, 2022 Q3 2022
Boenning & Scattergood, Inc.

BUY
 -
668
+ 1.9%
$45.1K - $56.2K
35.8K $3.35M
Nov 04, 2022 Q3 2022
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
644
+ 56.15%
$43.5K - $54.2K
1.79K $167K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
643
+ 25.12%
$43.4K - $54.1K
3.2K $299K
Oct 31, 2022 Q3 2022
Leuthold Group, LLC

BUY
 -
641
+ 12.01%
$43.3K - $53.9K
5.98K $559K
Oct 27, 2022 Q3 2022
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
639
+ 96.23%
$43.1K - $53.7K
1.3K $122K
Nov 04, 2022 Q3 2022
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
631
+ 1.72%
$42.6K - $53.1K
37.2K $3.48M
Nov 14, 2022 Q3 2022
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
618
+ 10.14%
$41.7K - $52K
6.71K $628K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
616
+ 4.3%
$41.6K - $51.8K
14.9K $1.4M
Oct 24, 2022 Q3 2022
Terra Nova Asset Management LLC

BUY
 -
610
+ 2.58%
$41.2K - $51.3K
24.3K $2.27M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
610
+ 15.49%
$41.2K - $51.3K
4.55K $425K
Nov 04, 2022 Q3 2022
Total Clarity Wealth Management, Inc.

BUY
 -
598
+ 24.15%
$40.4K - $50.3K
3.07K $287K
Oct 26, 2022 Q3 2022
F3 Logic, LLC

BUY
 -
588
+ 17.25%
$39.7K - $49.4K
4K $374K
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
585
+ 3.94%
$39.5K - $49.2K
15.4K $1.44M
Nov 01, 2022 Q3 2022
Latitude Advisors, LLC

BUY
 -
585
+ 16.76%
$39.5K - $49.2K
4.08K $381K
Oct 27, 2022 Q3 2022
Sargent Bickham Lagudis LLC

BUY
 -
580
+ 72.5%
$39.1K - $48.8K
1.38K $129K
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
577
New
$38.9K - $48.5K
577 $53.9K
Nov 08, 2022 Q3 2022
Herold Advisors, Inc.

BUY
 -
576
+ 1.55%
$38.9K - $48.4K
37.6K $3.52M
Nov 14, 2022 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
575
+ 1.86%
$38.8K - $48.4K
31.5K $2.94M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
574
+ 1.86%
$38.7K - $48.3K
31.5K $2.94M
Oct 12, 2022 Q3 2022
Summit Financial Group, Inc.

BUY
 -
570
+ 3.54%
$38.5K - $47.9K
16.7K $1.56M
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
563
+ 1.16%
$38K - $47.3K
48.9K $4.57M
Oct 24, 2022 Q3 2022
Amica Retiree Medical Trust

BUY
 -
563
+ 18.87%
$38K - $47.3K
3.55K $331K
Oct 20, 2022 Q3 2022
Genesee Capital Advisors, LLC

BUY
 -
546
+ 0.78%
$36.8K - $45.9K
70.6K $6.6M
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
541
+ 1.89%
$36.5K - $45.5K
29.2K $2.73M
Nov 09, 2022 Q3 2022
Gyroscope Capital Management Group, LLC

BUY
 -
541
+ 2.46%
$36.5K - $45.5K
22.6K $2.11M
Nov 04, 2022 Q3 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
536
+ 4.6%
$36.2K - $45.1K
12.2K $1.14M
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
531
+ 0.95%
$35.8K - $44.7K
56.7K $5.3M
Nov 14, 2022 Q3 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
530
+ 3.09%
$35.8K - $44.6K
17.7K $1.65M
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
522
+ 3.98%
$35.2K - $43.9K
13.6K $1.28M
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
507
+ 2.61%
$34.2K - $42.6K
19.9K $1.86M
Nov 14, 2022 Q3 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
504
+ 3.75%
$34K - $42.4K
14K $1.3M
Nov 09, 2022 Q3 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
503
+ 95.99%
$33.9K - $42.3K
1.03K $96K

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