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 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.84% |
$337 - $420
|
603
$53K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.5% |
$270 - $336
|
270
$23.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4+ 0.07% |
$270 - $336
|
5.97K
$525K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.16% |
$270 - $336
|
2.49K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 1.16% |
$270 - $336
|
348
$30.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.05% |
$202 - $252
|
288
$25.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.18% |
$202 - $252
|
1.64K
$144K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3+ 0.04% |
$202 - $252
|
7.23K
$636K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.55% |
$202 - $252
|
547
$48.1K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.72% |
$202 - $252
|
417
$36.7K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 1.01% |
$135 - $168
|
200
$17.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.04% |
$135 - $168
|
4.72K
$415K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$135 - $168
|
4.72K
$415K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2+ 0.02% |
$135 - $168
|
8.15K
$717K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.14% |
$135 - $168
|
1.48K
$130K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$67.5 - $84.1
|
3.05K
$268K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.84% |
$67.5 - $84.1
|
120
$10.6K
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$67.5 - $84.1
|
3.75K
$330K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$67.5 - $84.1
|
638
$56.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
1+ 0.66% |
$67.5 - $84.1
|
153
$13.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.08% |
$67.5 - $84.1
|
1.33K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.68% |
$67.5 - $84.1
|
148
$13K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.56% |
$67.5 - $84.1
|
179
$15.7K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1- 0.54% |
$67.5 - $84.1
|
183
$16.1K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.1% |
$67.5 - $84.1
|
1.05K
$92.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2- -0.0% |
$135 - $168
|
301K
$26.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-3- 0.06% |
$202 - $252
|
4.73K
$416K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-4- 0.12% |
$270 - $336
|
3.35K
$294K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5- 0.13% |
$337 - $420
|
3.95K
$347K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$472 - $589
|
3.8K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-8- 0.04% |
$540 - $673
|
22.2K
$1.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10- 0.04% |
$675 - $841
|
22.7K
$1.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-12- 0.41% |
$810 - $1.01K
|
2.9K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 0.26% |
$810 - $1.01K
|
4.63K
$407K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-12- 0.39% |
$810 - $1.01K
|
3.03K
$267K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-16- 0.31% |
$1.08K - $1.35K
|
5.12K
$450K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-17- 0.19% |
$1.15K - $1.43K
|
8.95K
$787K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-18- 75.0% |
$1.21K - $1.51K
|
6
$528
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-18- 8.11% |
$1.21K - $1.51K
|
204
$17.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-20- 90.91% |
$1.35K - $1.68K
|
2
$176
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-23- 12.57% |
$1.55K - $1.93K
|
160
$14.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-26- 0.26% |
$1.75K - $2.19K
|
10.1K
$886K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-26- 0.25% |
$1.75K - $2.19K
|
10.5K
$920K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-29- 0.66% |
$1.96K - $2.44K
|
4.34K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-29- 0.62% |
$1.96K - $2.44K
|
4.66K
$410K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-30- 0.25% |
$2.02K - $2.52K
|
11.8K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-31- 0.93% |
$2.09K - $2.61K
|
3.29K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-33- 0.75% |
$2.23K - $2.77K
|
4.37K
$384K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-33- 0.1% |
$2.23K - $2.77K
|
33.3K
$2.93M
|