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 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-273- 0.57% |
$18.4K - $23K
|
48K
$4.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-276- 3.07% |
$18.6K - $23.2K
|
8.71K
$766K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-282- 6.02% |
$19K - $23.7K
|
4.4K
$387K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-284- 6.68% |
$19.2K - $23.9K
|
3.97K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-291- 2.76% |
$19.6K - $24.5K
|
10.2K
$901K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-300- 5.91% |
$20.2K - $25.2K
|
4.78K
$420K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-300- 4.17% |
$20.2K - $25.2K
|
6.9K
$606K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-303- 1.09% |
$20.4K - $25.5K
|
27.4K
$2.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-310- 3.26% |
$20.9K - $26.1K
|
9.2K
$809K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-324- 1.59% |
$21.9K - $27.2K
|
20.1K
$1.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-324- 49.69% |
$21.9K - $27.2K
|
328
$28.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-325- 0.98% |
$21.9K - $27.3K
|
33K
$2.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-330- 2.28% |
$22.3K - $27.7K
|
14.1K
$1.24M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-331- 5.21% |
$22.3K - $27.8K
|
6.02K
$529K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-333- 2.84% |
$22.5K - $28K
|
11.4K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-341- 1.2% |
$23K - $28.7K
|
28.1K
$2.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-344- 10.54% |
$23.2K - $28.9K
|
2.92K
$257K
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-348- 8.34% |
$23.5K - $29.3K
|
3.83K
$336K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-353- 9.48% |
$23.8K - $29.7K
|
3.37K
$296K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-377- 1.91% |
$25.4K - $31.7K
|
19.4K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-377- 4.32% |
$25.4K - $31.7K
|
8.35K
$734K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-382- 3.41% |
$25.8K - $32.1K
|
10.8K
$953K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-389- 1.29% |
$26.3K - $32.7K
|
29.7K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-392- 7.79% |
$26.5K - $33K
|
4.64K
$408K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-403- 3.49% |
$27.2K - $33.9K
|
11.2K
$981K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-404- 45.29% |
$27.3K - $34K
|
488
$42.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-408- 1.27% |
$27.5K - $34.3K
|
31.7K
$2.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-413- 1.84% |
$27.9K - $34.7K
|
22.1K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-418- 0.86% |
$28.2K - $35.1K
|
48.1K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-428- 2.93% |
$28.9K - $36K
|
14.2K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-433- 0.67% |
$29.2K - $36.4K
|
64.3K
$5.66M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-433- 13.09% |
$29.2K - $36.4K
|
2.88K
$253K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-435- 24.8% |
$29.4K - $36.6K
|
1.32K
$116K
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-440- 3.92% |
$29.7K - $37K
|
10.8K
$949K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-450- 2.51% |
$30.4K - $37.8K
|
17.5K
$1.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-450- 7.89% |
$30.4K - $37.8K
|
5.25K
$462K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-454- 8.47% |
$30.6K - $38.2K
|
4.91K
$431K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-454- 12.3% |
$30.6K - $38.2K
|
3.24K
$285K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-455- 6.73% |
$30.7K - $38.3K
|
6.31K
$554K
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-456- 3.45% |
$30.8K - $38.3K
|
12.8K
$1.12M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-461- 8.29% |
$31.1K - $38.8K
|
5.1K
$448K
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-470- 14.16% |
$31.7K - $39.5K
|
2.85K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-470- 0.83% |
$31.7K - $39.5K
|
56K
$4.92M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-474- 1.01% |
$32K - $39.9K
|
46.7K
$4.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-479- 0.56% |
$32.3K - $40.3K
|
85.8K
$7.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-481- 1.92% |
$32.5K - $40.4K
|
24.6K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-497- 1.16% |
$33.5K - $41.8K
|
42.4K
$3.73M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-509- 0.69% |
$34.4K - $42.8K
|
73K
$6.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-511- 4.12% |
$34.5K - $43K
|
11.9K
$1.05M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-520- 0.5% |
$35.1K - $43.7K
|
104K
$9.13M
|