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 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-511- 4.12% |
$34.5K - $43K
|
11.9K
$1.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-520- 0.5% |
$35.1K - $43.7K
|
104K
$9.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-523- 10.72% |
$35.3K - $44K
|
4.36K
$403K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-525- 10.65% |
$35.4K - $44.1K
|
4.41K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-539- 0.67% |
$36.4K - $45.3K
|
80.3K
$7.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-542- 1.41% |
$36.6K - $45.6K
|
37.8K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-543- 5.67% |
$36.6K - $45.7K
|
9.04K
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-543- 5.67% |
$36.6K - $45.7K
|
9.04K
$836K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-547- 2.29% |
$36.9K - $46K
|
23.3K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-551- 15.01% |
$37.2K - $46.3K
|
3.12K
$289K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-555- 2.59% |
$37.5K - $46.7K
|
20.9K
$1.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-555- 10.63% |
$37.5K - $46.7K
|
4.67K
$432K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-558- 9.78% |
$37.7K - $46.9K
|
5.15K
$476K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-559- 15.94% |
$37.7K - $47K
|
2.95K
$273K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-560- 8.25% |
$37.8K - $47.1K
|
6.23K
$576K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-569- 1.36% |
$38.4K - $47.8K
|
41.2K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-577Closed |
$38.9K - $48.5K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-578- 8.51% |
$39K - $48.6K
|
6.22K
$575K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-580- 4.79% |
$39.1K - $48.8K
|
11.5K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-591- 7.18% |
$39.9K - $49.7K
|
7.64K
$707K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-595- 2.29% |
$40.2K - $50K
|
25.4K
$2.35M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-601Closed |
$40.6K - $50.5K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-622- 10.17% |
$42K - $52.3K
|
5.5K
$508K
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-631- 3.72% |
$42.6K - $53.1K
|
16.3K
$1.51M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-639- 11.74% |
$43.1K - $53.7K
|
4.8K
$444K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-640- 16.17% |
$43.2K - $53.8K
|
3.32K
$307K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-641- 5.09% |
$43.3K - $53.9K
|
11.9K
$1.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-649- 0.87% |
$43.8K - $54.6K
|
73.7K
$6.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-650- 16.48% |
$43.9K - $54.7K
|
3.29K
$305K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-653- 10.0% |
$44.1K - $54.9K
|
5.88K
$544K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-654- 20.5% |
$44.1K - $55K
|
2.54K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-657- 7.64% |
$44.3K - $55.2K
|
7.94K
$735K
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-705- 18.49% |
$47.6K - $59.3K
|
3.11K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-727- 5.87% |
$49.1K - $61.1K
|
11.7K
$1.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-733- 0.96% |
$49.5K - $61.6K
|
75.9K
$7.02M
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-740- 0.43% |
$49.9K - $62.2K
|
170K
$15.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-750- 50.27% |
$50.6K - $63.1K
|
742
$68.6K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-753- 97.29% |
$50.8K - $63.3K
|
21
$1.94K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-754- 8.27% |
$50.9K - $63.4K
|
8.36K
$774K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-781- 23.92% |
$52.7K - $65.7K
|
2.48K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-785- 3.59% |
$53K - $66K
|
21.1K
$1.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-794- 3.99% |
$53.6K - $66.8K
|
19.1K
$1.77M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-796- 2.13% |
$53.7K - $66.9K
|
36.6K
$3.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-810- 0.91% |
$54.7K - $68.1K
|
88.1K
$8.15M
|
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-822- 18.32% |
$55.5K - $69.1K
|
3.67K
$339K
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-825- 7.09% |
$55.7K - $69.4K
|
10.8K
$1M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-835Closed |
$56.4K - $70.2K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-841- 11.68% |
$56.8K - $70.7K
|
6.36K
$588K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-877- 2.67% |
$59.2K - $73.7K
|
31.9K
$2.95M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-880- 16.03% |
$59.4K - $74K
|
4.61K
$427K
|