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 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-4.42K- 19.17% |
$298K - $372K
|
18.6K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-4.45K- 50.15% |
$300K - $374K
|
4.42K
$386K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.62K- 20.55% |
$312K - $388K
|
17.9K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.73K- 10.12% |
$319K - $398K
|
42K
$3.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.86K- 18.58% |
$328K - $409K
|
21.3K
$1.86M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-4.87K- 26.48% |
$329K - $410K
|
13.5K
$1.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.92K- 13.8% |
$332K - $413K
|
30.7K
$2.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.97K- 8.13% |
$335K - $418K
|
56.1K
$4.91M
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-5K- 20.0% |
$337K - $420K
|
20K
$1.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.06K- 13.36% |
$341K - $425K
|
32.8K
$2.87M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-5.1K- 54.84% |
$344K - $429K
|
4.2K
$367K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.22K- 33.87% |
$352K - $439K
|
10.2K
$890K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.32K- 6.62% |
$359K - $448K
|
75.1K
$6.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-5.33K- 38.68% |
$359K - $448K
|
8.45K
$739K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.36K- 12.77% |
$362K - $451K
|
36.6K
$3.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.36K- 58.34% |
$362K - $451K
|
3.83K
$335K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.38K- 8.84% |
$363K - $452K
|
55.4K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.44K- 15.64% |
$367K - $457K
|
29.3K
$2.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5.49K- 9.67% |
$371K - $462K
|
51.3K
$4.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.57K- 11.21% |
$376K - $468K
|
44.1K
$3.86M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.59K- 12.89% |
$377K - $470K
|
37.8K
$3.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.67K- 0.59% |
$383K - $477K
|
950K
$83.1M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.7KClosed |
$385K - $479K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-5.71K- 99.86% |
$385K - $480K
|
8
$700
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.78K- 52.9% |
$390K - $486K
|
5.15K
$450K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.8K- 36.77% |
$392K - $488K
|
9.98K
$873K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.85K- 47.27% |
$395K - $492K
|
6.53K
$571K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.86K- 30.71% |
$395K - $493K
|
13.2K
$1.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.9K- 43.78% |
$398K - $496K
|
7.57K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-5.98K- 37.31% |
$403K - $503K
|
10K
$878K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-6K- 27.84% |
$405K - $505K
|
15.6K
$1.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-6.02K- 6.15% |
$406K - $506K
|
91.8K
$8.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6.02K- 18.7% |
$406K - $506K
|
26.2K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-6.08K- 5.82% |
$410K - $511K
|
98.5K
$8.61M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-6.12K- 5.81% |
$413K - $515K
|
99.2K
$8.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-6.19K- 68.4% |
$418K - $521K
|
2.86K
$250K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.22K- 13.61% |
$420K - $523K
|
39.5K
$3.45M
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6.23K- 3.58% |
$420K - $524K
|
168K
$14.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.23K- 52.08% |
$421K - $524K
|
5.74K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.54K- 4.08% |
$441K - $550K
|
154K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.6K- 14.66% |
$446K - $555K
|
38.4K
$3.36M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-6.85K- 67.06% |
$463K - $576K
|
3.37K
$295K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6.86K- 53.18% |
$463K - $577K
|
6.04K
$528K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.91K- 4.82% |
$466K - $581K
|
136K
$11.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.95K- 40.58% |
$469K - $584K
|
10.2K
$890K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-6.97K- 3.18% |
$470K - $586K
|
212K
$18.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-6.99K- 66.03% |
$472K - $588K
|
3.6K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7K- 34.83% |
$472K - $589K
|
13.1K
$1.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-7.15K- 26.48% |
$482K - $601K
|
19.8K
$1.74M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.45K- 6.76% |
$503K - $626K
|
103K
$8.99M
|