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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-13.8K- 77.06% |
$932K - $1.16M
|
4.11K
$360K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.2K- 36.98% |
$956K - $1.19M
|
24.1K
$2.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-14.3K- 10.55% |
$963K - $1.2M
|
121K
$10.6M
|
|
|
Jun 14, 2024
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.4K- 75.7% |
$973K - $1.21M
|
4.63K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-14.7K- 43.17% |
$995K - $1.24M
|
19.4K
$1.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 25.01% |
$1M - $1.25M
|
44.6K
$3.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-15.2K- 25.52% |
$1.02M - $1.27M
|
44.2K
$3.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-15.4K- 79.47% |
$1.04M - $1.3M
|
3.99K
$349K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-15.5K- 79.24% |
$1.05M - $1.31M
|
4.07K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 28.02% |
$1.06M - $1.32M
|
40.3K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-16.2K- 59.84% |
$1.1M - $1.36M
|
10.9K
$953K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-16.4K- 35.63% |
$1.11M - $1.38M
|
29.6K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 9.26% |
$1.13M - $1.41M
|
164K
$14.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.9K- 62.44% |
$1.14M - $1.42M
|
10.2K
$890K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-17K- 81.8% |
$1.15M - $1.43M
|
3.78K
$330K
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-17K- 80.61% |
$1.15M - $1.43M
|
4.09K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.2K- 18.63% |
$1.16M - $1.44M
|
75K
$6.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-17.7K- 16.08% |
$1.2M - $1.49M
|
92.5K
$8.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.1K- 3.86% |
$1.22M - $1.52M
|
450K
$39.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-18.3K- 13.24% |
$1.24M - $1.54M
|
120K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.4K- 17.87% |
$1.24M - $1.55M
|
84.5K
$7.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-18.9K- 56.94% |
$1.28M - $1.59M
|
14.3K
$1.25M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-19.1K- 38.78% |
$1.29M - $1.6M
|
30.1K
$2.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-19.4K- 36.77% |
$1.31M - $1.63M
|
33.4K
$2.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-19.5K- 26.47% |
$1.32M - $1.64M
|
54.2K
$4.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-19.9K- 12.98% |
$1.34M - $1.67M
|
133K
$11.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-20.5K- 50.02% |
$1.38M - $1.72M
|
20.5K
$1.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-20.8K- 3.86% |
$1.4M - $1.75M
|
518K
$45.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-21K- 9.24% |
$1.41M - $1.76M
|
206K
$18M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-21.3K- 9.31% |
$1.44M - $1.79M
|
207K
$18.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-21.3K- 56.6% |
$1.44M - $1.79M
|
16.3K
$1.43M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-21.4K- 32.34% |
$1.44M - $1.8M
|
44.7K
$3.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-21.4K- 99.42% |
$1.45M - $1.8M
|
125
$10.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-21.6K- 18.9% |
$1.46M - $1.82M
|
92.9K
$8.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.8K- 52.01% |
$1.54M - $1.92M
|
21K
$1.84M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-22.9K- 66.49% |
$1.54M - $1.92M
|
11.5K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-23.3K- 45.65% |
$1.57M - $1.96M
|
27.8K
$2.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-23.7K- 91.7% |
$1.6M - $1.99M
|
2.15K
$188K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24.2K- 88.52% |
$1.63M - $2.03M
|
3.13K
$274K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24.3K- 30.75% |
$1.64M - $2.04M
|
54.7K
$4.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-24.5K- 28.79% |
$1.65M - $2.06M
|
60.6K
$5.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-24.8K- 72.46% |
$1.67M - $2.09M
|
9.43K
$825K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.9K- 8.43% |
$1.68M - $2.1M
|
271K
$23.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-25.1K- 62.96% |
$1.7M - $2.11M
|
14.8K
$1.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-25.6K- 50.84% |
$1.73M - $2.15M
|
24.8K
$2.17M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-25.6K- 50.84% |
$1.73M - $2.15M
|
24.8K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-25.7K- 17.07% |
$1.73M - $2.16M
|
125K
$10.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-25.7K- 17.29% |
$1.74M - $2.16M
|
123K
$10.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25.9K- 51.19% |
$1.75M - $2.18M
|
24.7K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.6K- 42.63% |
$1.79M - $2.23M
|
35.7K
$3.13M
|