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 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-140- 2.31% |
$9.45K - $11.8K
|
5.92K
$520K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-142- 2.47% |
$9.58K - $11.9K
|
5.62K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-148- 1.55% |
$9.99K - $12.4K
|
9.41K
$828K
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-150- 2.78% |
$10.1K - $12.6K
|
5.25K
$462K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-150- 3.09% |
$10.1K - $12.6K
|
4.7K
$413K
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-156- 79.59% |
$10.5K - $13.1K
|
40
$3.52K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-157- 0.15% |
$10.6K - $13.2K
|
103K
$9.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-158- 2.04% |
$10.7K - $13.3K
|
7.6K
$669K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-162- 0.52% |
$10.9K - $13.6K
|
31.1K
$2.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-163- 0.76% |
$11K - $13.7K
|
21.2K
$1.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-177- 4.56% |
$11.9K - $14.9K
|
3.7K
$326K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-177- 0.3% |
$11.9K - $14.9K
|
58.8K
$5.17M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-178- 1.73% |
$12K - $15K
|
10.1K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-185- 2.63% |
$12.5K - $15.6K
|
6.85K
$602K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-187- 2.87% |
$12.6K - $15.7K
|
6.32K
$556K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-188- 2.26% |
$12.7K - $15.8K
|
8.14K
$716K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-192- 10.02% |
$13K - $16.1K
|
1.72K
$152K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-194- 1.19% |
$13.1K - $16.3K
|
16.2K
$1.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-200- 0.44% |
$13.5K - $16.8K
|
45.8K
$4.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 35.46% |
$13.5K - $16.8K
|
364
$32K
|
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-200- 1.28% |
$13.5K - $16.8K
|
15.4K
$1.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-200- 5.94% |
$13.5K - $16.8K
|
3.17K
$278K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-201- 0.62% |
$13.6K - $16.9K
|
32K
$2.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-202- 0.41% |
$13.6K - $17K
|
49.1K
$4.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-206- 1.73% |
$13.9K - $17.3K
|
11.7K
$1.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-206- 0.77% |
$13.9K - $17.3K
|
26.7K
$2.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-209- 2.87% |
$14.1K - $17.6K
|
7.07K
$621K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-210- 1.82% |
$14.2K - $17.7K
|
11.4K
$998K
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-211- 4.82% |
$14.2K - $17.7K
|
4.16K
$366K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-219- 0.62% |
$14.8K - $18.4K
|
35.3K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-221- 0.7% |
$14.9K - $18.6K
|
31.1K
$2.74M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-222- 7.34% |
$15K - $18.7K
|
2.8K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-225- 21.76% |
$15.2K - $18.9K
|
809
$71.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-225- 1.56% |
$15.2K - $18.9K
|
14.2K
$1.25M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-225Closed |
$15.2K - $18.9K
|
0
$0
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-229- 2.35% |
$15.5K - $19.3K
|
9.53K
$838K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-230- 2.28% |
$15.5K - $19.3K
|
9.84K
$865K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-239- 5.86% |
$16.1K - $20.1K
|
3.84K
$338K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-239- 23.62% |
$16.1K - $20.1K
|
773
$68K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-239- 5.85% |
$16.1K - $20.1K
|
3.85K
$338K
|
|
|
Oct 11, 2022
Q3 2022
|
Cox Capital Mgt LLC
|
SELL
|
- |
-240- 4.14% |
$16.2K - $20.2K
|
5.56K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-241- 82.25% |
$16.3K - $20.3K
|
52
$4.57K
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-242- 5.29% |
$16.3K - $20.3K
|
4.33K
$381K
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-245- 0.91% |
$16.5K - $20.6K
|
26.6K
$2.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 1.88% |
$16.9K - $21K
|
13.1K
$1.15M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-252- 0.59% |
$17K - $21.2K
|
42.7K
$3.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-254- 7.36% |
$17.1K - $21.4K
|
3.2K
$281K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-259- 1.39% |
$17.5K - $21.8K
|
18.3K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-263- 0.19% |
$17.7K - $22.1K
|
141K
$12.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-266- 0.52% |
$18K - $22.4K
|
51K
$4.48M
|