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
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
151+ 2.94% |
$10.2K - $12.7K
|
5.29K
$465K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
150+ 1.42% |
$10.1K - $12.6K
|
10.7K
$942K
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
150+ 1.66% |
$10.1K - $12.6K
|
9.2K
$809K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
150+ 25.0% |
$10.1K - $12.6K
|
750
$66K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
149+ 1.03% |
$10.1K - $12.5K
|
14.6K
$1.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
147+ 14.92% |
$9.92K - $12.4K
|
1.13K
$99.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
140+ 0.29% |
$9.45K - $11.8K
|
48.5K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
140+ 0.98% |
$9.45K - $11.8K
|
14.4K
$1.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
140+ 1.33% |
$9.45K - $11.8K
|
10.7K
$938K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
134+ 1.63% |
$9.04K - $11.3K
|
8.34K
$733K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
128+ 30.48% |
$8.64K - $10.8K
|
548
$48.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
126+ 1.7% |
$8.5K - $10.6K
|
7.55K
$664K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
123+ 5.73% |
$8.3K - $10.3K
|
2.27K
$200K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
122+ 3.03% |
$8.23K - $10.3K
|
4.15K
$365K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
120+ 1.19% |
$8.1K - $10.1K
|
10.2K
$901K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
116+ 1.19% |
$7.83K - $9.75K
|
9.87K
$868K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
110+ 1.35% |
$7.42K - $9.25K
|
8.29K
$729K
|
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
109+ 1.69% |
$7.36K - $9.17K
|
6.56K
$577K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
107+ 0.84% |
$7.22K - $9K
|
12.8K
$1.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
104+ 37.82% |
$7.02K - $8.75K
|
379
$33.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
101+ 10.13% |
$6.82K - $8.49K
|
1.1K
$96.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
101+ 1.88% |
$6.82K - $8.49K
|
5.48K
$482K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
100+ 40.0% |
$6.75K - $8.41K
|
350
$30.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
100+ 1.43% |
$6.75K - $8.41K
|
7.11K
$625K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 0.62% |
$6.75K - $8.41K
|
16.1K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
100+ 3.48% |
$6.75K - $8.41K
|
2.97K
$261K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
93+ 0.92% |
$6.28K - $7.82K
|
10.2K
$895K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
92+ 4.15% |
$6.21K - $7.74K
|
2.31K
$203K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
90+ 0.37% |
$6.07K - $7.57K
|
24.5K
$2.15M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
90+ 0.08% |
$6.07K - $7.57K
|
107K
$9.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
88+ 22.62% |
$5.94K - $7.4K
|
477
$41.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
88New |
$5.94K - $7.4K
|
88
$7.74K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
87+ 3.92% |
$5.87K - $7.32K
|
2.3K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
86+ 2.38% |
$5.8K - $7.23K
|
3.7K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
85+ 1.09% |
$5.74K - $7.15K
|
7.9K
$695K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
81+ 1.28% |
$5.47K - $6.81K
|
6.4K
$563K
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
80+ 0.91% |
$5.4K - $6.73K
|
8.87K
$780K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
79+ 1.61% |
$5.33K - $6.64K
|
5K
$440K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
75+ 0.36% |
$5.06K - $6.31K
|
20.7K
$1.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
65+ 12.15% |
$4.39K - $5.47K
|
600
$52.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.65% |
$4.39K - $5.47K
|
9.99K
$879K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
64+ 1.71% |
$4.32K - $5.38K
|
3.82K
$336K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
61+ 2.05% |
$4.12K - $5.13K
|
3.04K
$268K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
60+ 13.61% |
$4.05K - $5.05K
|
501
$44.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
58+ 1.17% |
$3.91K - $4.88K
|
5K
$439K
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
55+ 0.15% |
$3.71K - $4.62K
|
37.4K
$3.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
55+ 0.3% |
$3.71K - $4.62K
|
18.1K
$1.59M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
55New |
$3.71K - $4.62K
|
55
$4.84K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52+ 21.58% |
$3.51K - $4.37K
|
293
$25.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
50+ 0.85% |
$3.37K - $4.2K
|
5.92K
$521K
|