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
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.57K- 12.22% |
$106K - $132K
|
11.3K
$987K
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.58KClosed |
$107K - $133K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.6K- 0.87% |
$108K - $135K
|
183K
$16M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.62K- 2.37% |
$109K - $136K
|
66.6K
$5.83M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.64K- 16.39% |
$111K - $138K
|
8.38K
$733K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.68K- 26.78% |
$113K - $141K
|
4.59K
$401K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.68K- 7.22% |
$113K - $141K
|
21.6K
$1.89M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.69K- 1.66% |
$114K - $142K
|
101K
$8.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.7K- 9.11% |
$114K - $143K
|
16.9K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.7K- 7.21% |
$115K - $143K
|
21.9K
$1.91M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 14.03% |
$116K - $145K
|
10.5K
$922K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.73K- 5.39% |
$117K - $145K
|
30.3K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.73K- 6.06% |
$117K - $146K
|
26.9K
$2.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 11.46% |
$118K - $146K
|
13.5K
$1.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.75K- 1.06% |
$118K - $147K
|
164K
$14.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.77K- 15.21% |
$119K - $149K
|
9.85K
$861K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.77K- 4.29% |
$119K - $149K
|
39.4K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.79K- 24.4% |
$121K - $150K
|
5.54K
$485K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.81K- 11.8% |
$122K - $152K
|
13.5K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.82K- 6.99% |
$122K - $153K
|
24.1K
$2.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.84K- 24.7% |
$124K - $155K
|
5.62K
$492K
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-1.85K- 24.31% |
$125K - $155K
|
5.75K
$503K
|
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.86K- 2.39% |
$126K - $156K
|
75.8K
$6.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.89K- 2.33% |
$127K - $159K
|
79.2K
$6.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.89K- 15.02% |
$128K - $159K
|
10.7K
$937K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.9K- 1.84% |
$128K - $160K
|
101K
$8.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.98K- 13.64% |
$133K - $166K
|
12.5K
$1.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2K- 7.93% |
$135K - $168K
|
23.2K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2K- 29.42% |
$135K - $168K
|
4.8K
$420K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2K- 7.93% |
$135K - $168K
|
23.2K
$2.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.03K- 23.33% |
$137K - $170K
|
6.66K
$582K
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.08K- 5.83% |
$140K - $174K
|
33.5K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.1K- 13.93% |
$142K - $177K
|
13K
$1.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.14K- 13.77% |
$145K - $180K
|
13.4K
$1.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.19K- 1.42% |
$148K - $184K
|
152K
$13.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.21K- 15.79% |
$149K - $186K
|
11.8K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.22K- 1.96% |
$150K - $187K
|
111K
$9.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.22K- 26.98% |
$150K - $187K
|
6.02K
$526K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-2.28K- 7.5% |
$154K - $191K
|
28.1K
$2.45M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.28K- 22.03% |
$154K - $192K
|
8.06K
$705K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.33K- 21.14% |
$157K - $196K
|
8.68K
$759K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-2.37K- 6.28% |
$160K - $199K
|
35.3K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.38K- 1.86% |
$160K - $200K
|
125K
$11M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.41K- 2.24% |
$163K - $203K
|
106K
$9.23M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.42K- 3.09% |
$163K - $203K
|
75.9K
$6.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.42K- 0.74% |
$164K - $204K
|
326K
$28.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.43K- 2.42% |
$164K - $205K
|
98.2K
$8.59M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-2.44K- 2.57% |
$164K - $205K
|
92.3K
$8.07M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.44K- 13.71% |
$164K - $205K
|
15.3K
$1.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.47K- 7.03% |
$166K - $207K
|
32.6K
$2.85M
|