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 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.48K- 25.08% |
$168K - $209K
|
7.42K
$649K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.5K- 13.92% |
$169K - $210K
|
15.5K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.5K- 11.25% |
$169K - $211K
|
19.7K
$1.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-2.51K- 96.06% |
$169K - $211K
|
103
$9.01K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.6K- 25.59% |
$175K - $219K
|
7.56K
$661K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.62K- 26.0% |
$177K - $220K
|
7.45K
$652K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-2.65K- 96.3% |
$179K - $223K
|
102
$8.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.66K- 1.67% |
$179K - $223K
|
156K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-2.76K- 2.6% |
$186K - $232K
|
104K
$9.05M
|
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-2.76K- 41.97% |
$186K - $232K
|
3.82K
$334K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.78K- 20.38% |
$188K - $234K
|
10.9K
$951K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.79K- 20.41% |
$188K - $235K
|
10.9K
$952K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-2.8K- 1.35% |
$189K - $236K
|
204K
$17.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.84K- 2.07% |
$192K - $239K
|
134K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.9K- 3.18% |
$196K - $244K
|
88.4K
$7.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.95K- 21.52% |
$199K - $248K
|
10.8K
$941K
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.95K- 41.9% |
$199K - $248K
|
4.09K
$358K
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.95K- 4.79% |
$199K - $248K
|
58.7K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.04K- 5.81% |
$205K - $255K
|
49.2K
$4.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.1K- 1.05% |
$209K - $261K
|
292K
$25.6M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.12K- 5.7% |
$210K - $262K
|
51.5K
$4.51M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.17K- 42.01% |
$214K - $266K
|
4.37K
$383K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.17K- 1.27% |
$214K - $267K
|
245K
$21.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-3.17K- 37.62% |
$214K - $267K
|
5.26K
$460K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3.22K- 19.22% |
$217K - $271K
|
13.5K
$1.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.31K- 9.89% |
$223K - $278K
|
30.2K
$2.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3.31K- 6.43% |
$223K - $278K
|
48.2K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.36K- 1.22% |
$227K - $283K
|
273K
$23.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.51K- 4.47% |
$237K - $295K
|
75K
$6.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.52K- 45.58% |
$237K - $296K
|
4.2K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.54K- 15.3% |
$239K - $298K
|
19.6K
$1.72M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-3.6K- 6.03% |
$243K - $303K
|
56.1K
$4.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.62K- 43.37% |
$244K - $304K
|
4.72K
$413K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3.62K- 33.85% |
$244K - $304K
|
7.08K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-3.69K- 4.01% |
$249K - $311K
|
88.4K
$7.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-3.7K- 17.61% |
$250K - $311K
|
17.3K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.77K- 45.13% |
$254K - $317K
|
4.58K
$401K
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-3.79K- 6.84% |
$256K - $319K
|
51.7K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.86K- 32.96% |
$261K - $325K
|
7.86K
$687K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.9K- 1.27% |
$263K - $328K
|
302K
$26.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.91K- 5.91% |
$264K - $328K
|
62.1K
$5.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-3.91K- 21.37% |
$264K - $329K
|
14.4K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.97K- 84.75% |
$268K - $334K
|
715
$62.5K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.04K- 9.26% |
$272K - $339K
|
39.6K
$3.46M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.19K- 7.59% |
$283K - $352K
|
51K
$4.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-4.2K- 5.99% |
$283K - $353K
|
65.9K
$5.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.24K- 21.32% |
$286K - $357K
|
15.7K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.25K- 38.07% |
$287K - $358K
|
6.92K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.28K- 7.98% |
$289K - $359K
|
49.3K
$4.31M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.34K- 17.13% |
$293K - $365K
|
21K
$1.84M
|