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 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
50+ 0.18% |
$3.37K - $4.2K
|
27.2K
$2.39M
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
50+ 0.52% |
$3.37K - $4.2K
|
9.67K
$850K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
50+ 0.73% |
$3.37K - $4.2K
|
6.93K
$609K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
49+ 1.01% |
$3.31K - $4.12K
|
4.89K
$430K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
49+ 0.42% |
$3.31K - $4.12K
|
11.6K
$1.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48+ 0.78% |
$3.24K - $4.04K
|
6.24K
$548K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
46+ 0.9% |
$3.1K - $3.87K
|
5.14K
$452K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
44+ 8.35% |
$2.97K - $3.7K
|
571
$50.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
44+ 1.41% |
$2.97K - $3.7K
|
3.16K
$278K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
42+ 0.79% |
$2.83K - $3.53K
|
5.33K
$469K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
42+ 1.51% |
$2.83K - $3.53K
|
2.83K
$248K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
40+ 8.33% |
$2.7K - $3.36K
|
520
$45.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
40+ 1.09% |
$2.7K - $3.36K
|
3.71K
$326K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
37+ 0.37% |
$2.5K - $3.11K
|
10K
$880K
|
|
|
Oct 11, 2022
Q3 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
33+ 0.2% |
$2.23K - $2.77K
|
16.2K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.44% |
$2.23K - $2.77K
|
7.56K
$665K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
32+ 1.09% |
$2.16K - $2.69K
|
2.96K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
31+ 17.82% |
$2.09K - $2.61K
|
205
$18K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
30New |
$2.02K - $2.52K
|
30
$2.64K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
30+ 0.01% |
$2.02K - $2.52K
|
446K
$39.2M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 1.1% |
$2.02K - $2.52K
|
2.75K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
29+ 1.36% |
$1.96K - $2.44K
|
2.17K
$191K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28+ 5.63% |
$1.89K - $2.35K
|
525
$46.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.16% |
$1.89K - $2.35K
|
17.8K
$1.57M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
28+ 0.41% |
$1.89K - $2.35K
|
6.9K
$606K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
26+ 0.42% |
$1.75K - $2.19K
|
6.27K
$551K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
25+ 2.26% |
$1.69K - $2.1K
|
1.13K
$99.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
24New |
$1.62K - $2.02K
|
24
$2.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.42% |
$1.62K - $2.02K
|
5.78K
$509K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
23+ 0.64% |
$1.55K - $1.93K
|
3.6K
$316K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
22+ 4.49% |
$1.48K - $1.85K
|
512
$45K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.16% |
$1.48K - $1.85K
|
14K
$1.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
20+ 0.03% |
$1.35K - $1.68K
|
63.8K
$5.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.62% |
$1.28K - $1.6K
|
3.11K
$273K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
19+ 0.32% |
$1.28K - $1.6K
|
5.9K
$518K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
18+ 0.17% |
$1.21K - $1.51K
|
10.8K
$950K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 0.25% |
$1.01K - $1.26K
|
6.01K
$529K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 22.22% |
$945 - $1.18K
|
77
$6.77K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
13+ 9.85% |
$877 - $1.09K
|
145
$12.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
10+ 0.27% |
$675 - $841
|
3.65K
$321K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9+ 0.05% |
$607 - $757
|
18.4K
$1.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 0.07% |
$607 - $757
|
13.9K
$1.22M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
9+ 2.55% |
$607 - $757
|
362
$31.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8+ 0.98% |
$540 - $673
|
827
$72.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
8+ 0.23% |
$540 - $673
|
3.45K
$304K
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7+ 0.22% |
$472 - $589
|
3.16K
$278K
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
7+ 0.03% |
$472 - $589
|
25.2K
$2.22M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 1.09% |
$472 - $589
|
652
$57.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$405 - $505
|
35.6K
$3.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.06% |
$405 - $505
|
10.1K
$891K
|