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 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-34- 1.96% |
$2.29K - $2.86K
|
1.7K
$150K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-34- 4.94% |
$2.29K - $2.86K
|
654
$57.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-36- 0.44% |
$2.43K - $3.03K
|
8.19K
$721K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-37- 2.38% |
$2.5K - $3.11K
|
1.52K
$134K
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-44- 0.95% |
$2.97K - $3.7K
|
4.61K
$405K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 0.58% |
$3.37K - $4.2K
|
8.61K
$757K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-50- 0.08% |
$3.37K - $4.2K
|
62.6K
$5.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-50- 0.47% |
$3.37K - $4.2K
|
10.6K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-50- 1.39% |
$3.37K - $4.2K
|
3.55K
$312K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-53- 1.99% |
$3.58K - $4.46K
|
2.61K
$229K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-54- 1.87% |
$3.64K - $4.54K
|
2.84K
$249K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-54- 1.87% |
$3.64K - $4.54K
|
2.84K
$249K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 0.14% |
$3.71K - $4.62K
|
38.4K
$3.38M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55- 0.14% |
$3.71K - $4.62K
|
38.4K
$3.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-57- 0.94% |
$3.85K - $4.79K
|
5.98K
$526K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-58- 0.82% |
$3.91K - $4.88K
|
7.02K
$618K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-62- 0.3% |
$4.18K - $5.21K
|
20.6K
$1.81M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-64- 0.15% |
$4.32K - $5.38K
|
41.4K
$3.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-68- 1.55% |
$4.59K - $5.72K
|
4.31K
$379K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-68- 5.65% |
$4.59K - $5.72K
|
1.14K
$99.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Stolper CO
|
SELL
|
- |
-71- 0.31% |
$4.79K - $5.97K
|
23K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-72- 10.59% |
$4.86K - $6.05K
|
608
$53.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-73- 5.95% |
$4.93K - $6.14K
|
1.15K
$101K
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-77- 0.13% |
$5.2K - $6.47K
|
59.4K
$5.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-78- 1.07% |
$5.26K - $6.56K
|
7.22K
$635K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-80- 6.9% |
$5.4K - $6.73K
|
1.08K
$95K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-90- 0.42% |
$6.07K - $7.57K
|
21.3K
$1.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-96- 13.99% |
$6.48K - $8.07K
|
590
$51.9K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-96- 2.22% |
$6.48K - $8.07K
|
4.23K
$372K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-98- 0.38% |
$6.61K - $8.24K
|
25.5K
$2.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-100- 60.61% |
$6.75K - $8.41K
|
65
$5.72K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 50.0% |
$6.75K - $8.41K
|
100
$8.79K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-101- 0.96% |
$6.82K - $8.49K
|
10.4K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-103- 35.15% |
$6.95K - $8.66K
|
190
$16.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-104- 1.15% |
$7.02K - $8.75K
|
8.93K
$785K
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-105- 2.46% |
$7.09K - $8.83K
|
4.16K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-106- 0.24% |
$7.15K - $8.91K
|
43.9K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-108- 26.34% |
$7.29K - $9.08K
|
302
$26.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-109- 1.25% |
$7.36K - $9.17K
|
8.61K
$757K
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-113- 3.29% |
$7.63K - $9.5K
|
3.32K
$292K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-114- 0.57% |
$7.69K - $9.59K
|
20K
$1.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-115- 0.88% |
$7.76K - $9.67K
|
12.9K
$1.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-116- 1.28% |
$7.83K - $9.75K
|
8.93K
$785K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-117- 9.23% |
$7.9K - $9.84K
|
1.15K
$101K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-119Closed |
$8.03K - $10K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
SELL
|
- |
-123- 1.42% |
$8.3K - $10.3K
|
8.52K
$749K
|
|
|
Oct 27, 2022
Q3 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-125- 3.16% |
$8.44K - $10.5K
|
3.83K
$336K
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-128- 3.98% |
$8.64K - $10.8K
|
3.09K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-128- 3.49% |
$8.64K - $10.8K
|
3.54K
$312K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-132- 1.18% |
$8.91K - $11.1K
|
11.1K
$973K
|