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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
267+ 2.11% |
$18K - $22.5K
|
12.9K
$1.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
262+ 7.58% |
$17.7K - $22K
|
3.72K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
258+ 0.63% |
$17.4K - $21.7K
|
41.1K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
257+ 106.2% |
$17.3K - $21.6K
|
499
$43.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
254+ 3.32% |
$17.1K - $21.4K
|
7.91K
$692K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
250New |
$16.9K - $21K
|
250
$21.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$16.9K - $21K
|
250
$21.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
243+ 8.01% |
$16.4K - $20.4K
|
3.28K
$286K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
242+ 2.85% |
$16.3K - $20.3K
|
8.72K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
242+ 0.67% |
$16.3K - $20.3K
|
36.1K
$3.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
240+ 3.61% |
$16.2K - $20.2K
|
6.89K
$603K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
236+ 33.1% |
$15.9K - $19.8K
|
949
$83K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
235+ 5.82% |
$15.9K - $19.8K
|
4.27K
$373K
|
|
|
Nov 01, 2022
Q3 2022
|
Jennison Associates LLC
|
BUY
|
- |
235+ 0.93% |
$15.9K - $19.8K
|
25.6K
$2.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
233+ 1.84% |
$15.7K - $19.6K
|
12.9K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
232+ 2.45% |
$15.7K - $19.5K
|
9.7K
$848K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
229+ 5.82% |
$15.5K - $19.3K
|
4.16K
$364K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
228+ 1.93% |
$15.4K - $19.2K
|
12K
$1.05M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
226+ 2.44% |
$15.3K - $19K
|
9.5K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
221+ 0.5% |
$14.9K - $18.6K
|
44.3K
$3.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
220New |
$14.8K - $18.5K
|
220
$19.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
220+ 12.7% |
$14.8K - $18.5K
|
1.95K
$171K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
215+ 5.33% |
$14.5K - $18.1K
|
4.25K
$372K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
203+ 4.18% |
$13.7K - $17.1K
|
5.06K
$443K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
203New |
$13.7K - $17.1K
|
203
$17.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
202+ 0.78% |
$13.6K - $17K
|
26.2K
$2.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
201+ 0.38% |
$13.6K - $16.9K
|
53K
$4.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
200+ 7.51% |
$13.5K - $16.8K
|
2.86K
$250K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 157.48% |
$13.5K - $16.8K
|
327
$28.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
197+ 2.99% |
$13.3K - $16.6K
|
6.78K
$593K
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
195+ 1.71% |
$13.2K - $16.4K
|
11.6K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
191+ 4.01% |
$12.9K - $16.1K
|
4.96K
$434K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
191+ 2.21% |
$12.9K - $16.1K
|
8.83K
$773K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
188+ 4.96% |
$12.7K - $15.8K
|
3.98K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
187New |
$12.6K - $15.7K
|
187
$16.4K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
183New |
$12.4K - $15.4K
|
183
$16K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
180+ 1.68% |
$12.1K - $15.1K
|
10.9K
$950K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
176+ 0.45% |
$11.9K - $14.8K
|
39.1K
$3.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
176+ 3.82% |
$11.9K - $14.8K
|
4.78K
$418K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
170+ 3.5% |
$11.5K - $14.3K
|
5.03K
$440K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
166+ 0.48% |
$11.2K - $14K
|
34.5K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
162+ 2.26% |
$10.9K - $13.6K
|
7.33K
$641K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$10.8K - $13.5K
|
160
$14K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
158+ 4.56% |
$10.7K - $13.3K
|
3.63K
$317K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
157+ 3.72% |
$10.6K - $13.2K
|
4.37K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
156New |
$10.5K - $13.1K
|
156
$13.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
154+ 13.57% |
$10.4K - $12.9K
|
1.29K
$113K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
153New |
$10.3K - $12.9K
|
153
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
153New |
$10.3K - $12.9K
|
153
$13.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
152+ 3.33% |
$10.3K - $12.8K
|
4.71K
$412K
|