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 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-899- 13.32% |
$60.7K - $75.6K
|
5.85K
$547K
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-901- 15.9% |
$60.8K - $75.8K
|
4.76K
$445K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-903- 4.07% |
$60.9K - $75.9K
|
21.3K
$1.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-940- 4.05% |
$63.4K - $79K
|
22.3K
$2.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-956- 15.58% |
$64.5K - $80.4K
|
5.18K
$484K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-963- 79.46% |
$65K - $81K
|
249
$23.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-970- 18.36% |
$65.5K - $81.6K
|
4.31K
$403K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-977- 21.88% |
$65.9K - $82.2K
|
3.49K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-978- 6.62% |
$66K - $82.2K
|
13.8K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-981- 14.18% |
$66.2K - $82.5K
|
5.94K
$555K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1K- 88.73% |
$67.5K - $84.1K
|
127
$11.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1K- 11.74% |
$67.5K - $84.1K
|
7.52K
$703K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-1K- 12.18% |
$67.6K - $84.3K
|
7.22K
$675K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.01K- 9.9% |
$68.3K - $85.1K
|
9.21K
$861K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.02K- 4.27% |
$68.6K - $85.5K
|
22.8K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-1.06K- 7.82% |
$71.2K - $88.7K
|
12.4K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.06K- 1.47% |
$71.3K - $88.9K
|
70.6K
$6.6M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.06K- 1.12% |
$71.3K - $88.9K
|
93K
$8.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1.07K- 1.97% |
$72.1K - $89.9K
|
53.2K
$4.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.08K- 2.92% |
$72.8K - $90.6K
|
35.8K
$3.34M
|
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.08K- 8.6% |
$73.2K - $91.2K
|
11.5K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.11K- 0.6% |
$74.9K - $93.3K
|
184K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.11K- 1.5% |
$75K - $93.5K
|
73.2K
$6.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.12K- 9.22% |
$75.3K - $93.8K
|
11K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.12K- 7.01% |
$75.5K - $94K
|
14.8K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.15K- 1.55% |
$77.4K - $96.5K
|
72.9K
$6.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.15K- 6.53% |
$77.5K - $96.6K
|
16.4K
$1.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.18K- 8.26% |
$79.3K - $98.8K
|
13.1K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.18K- 1.96% |
$79.7K - $99.3K
|
59K
$5.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.21K- 6.02% |
$81.9K - $102K
|
18.9K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.23K- 13.63% |
$82.7K - $103K
|
7.77K
$726K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.23K- 22.3% |
$83.1K - $104K
|
4.29K
$401K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.23K- 11.9% |
$83.3K - $104K
|
9.14K
$854K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.24K- 89.24% |
$83.4K - $104K
|
149
$13.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.25K- 6.95% |
$84.2K - $105K
|
16.7K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.26K- 4.91% |
$85K - $106K
|
24.4K
$2.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.28K- 13.72% |
$86.5K - $108K
|
8.06K
$753K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.29K- 6.49% |
$86.9K - $108K
|
18.5K
$1.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.31K- 29.29% |
$88.2K - $110K
|
3.16K
$295K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.33K- 6.87% |
$89.6K - $112K
|
18K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.35K- 5.29% |
$91.2K - $114K
|
24.2K
$2.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.35K- 5.87% |
$91.4K - $114K
|
21.7K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.42K- 3.21% |
$96K - $120K
|
42.9K
$4.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-1.47K- 5.72% |
$98.9K - $123K
|
24.2K
$2.26M
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.48K- 1.43% |
$99.5K - $124K
|
102K
$9.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.49K- 5.06% |
$100K - $125K
|
27.9K
$2.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.5K- 30.23% |
$101K - $126K
|
3.45K
$323K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.5K- 13.57% |
$101K - $126K
|
9.57K
$895K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 0.85% |
$101K - $126K
|
176K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.55K- 7.05% |
$105K - $131K
|
20.5K
$1.92M
|