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 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26.9K- 10.7% |
$1.81M - $2.26M
|
224K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-27K- 99.27% |
$1.83M - $2.27M
|
200
$17.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-27.1K- 38.35% |
$1.83M - $2.28M
|
43.5K
$3.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-27.1K- 49.8% |
$1.83M - $2.28M
|
27.3K
$2.39M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.1K- 58.77% |
$1.83M - $2.28M
|
19K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-27.2K- 23.85% |
$1.84M - $2.29M
|
86.8K
$7.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-27.4K- 1.42% |
$1.85M - $2.3M
|
1.9M
$167M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28.5K- 28.66% |
$1.93M - $2.4M
|
71.1K
$6.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-29.1K- 27.03% |
$1.96M - $2.44M
|
78.5K
$6.87M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-29.5K- 83.91% |
$1.99M - $2.48M
|
5.65K
$494K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-30.1K- 61.4% |
$2.03M - $2.53M
|
18.9K
$1.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-30.5K- 6.56% |
$2.06M - $2.57M
|
434K
$38M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-30.9K- 87.38% |
$2.08M - $2.59M
|
4.46K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-31.1K- 74.17% |
$2.1M - $2.62M
|
10.8K
$949K
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-32K- 82.99% |
$2.16M - $2.69M
|
6.57K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-32.6K- 9.77% |
$2.2M - $2.75M
|
302K
$26.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-33.1K- 4.48% |
$2.24M - $2.79M
|
707K
$61.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-34K- 40.14% |
$2.3M - $2.86M
|
50.7K
$4.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-34K- 65.41% |
$2.3M - $2.86M
|
18K
$1.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-35.1K- 50.79% |
$2.37M - $2.95M
|
34K
$2.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-35.5K- 31.39% |
$2.4M - $2.99M
|
77.6K
$6.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-36.3K- 26.15% |
$2.45M - $3.05M
|
103K
$8.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-37.9K- 50.87% |
$2.56M - $3.19M
|
36.6K
$3.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-38.4K- 27.83% |
$2.59M - $3.23M
|
99.5K
$8.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-44.6K- 35.37% |
$3.01M - $3.75M
|
81.5K
$7.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-45.4K- 87.25% |
$3.07M - $3.82M
|
6.64K
$581K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-45.5K- 93.15% |
$3.07M - $3.83M
|
3.34K
$292K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-45.7K- 5.35% |
$3.09M - $3.84M
|
808K
$70.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-46.2K- 57.73% |
$3.12M - $3.89M
|
33.9K
$2.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-47.3K- 21.8% |
$3.19M - $3.98M
|
170K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-50K- 19.23% |
$3.37M - $4.2M
|
210K
$18.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-50.4K- 22.15% |
$3.4M - $4.24M
|
177K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-50.5K- 78.45% |
$3.41M - $4.25M
|
13.9K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-52.7K- 9.3% |
$3.56M - $4.43M
|
514K
$44.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-58.1K- 39.49% |
$3.92M - $4.89M
|
89.1K
$7.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Tiff Advisory Services Inc
|
SELL
|
- |
-59.9K- 25.67% |
$4.04M - $5.04M
|
173K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-62.4K- 18.34% |
$4.21M - $5.25M
|
278K
$24.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-63.6K- 15.16% |
$4.29M - $5.35M
|
356K
$31.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-64.1K- 18.12% |
$4.33M - $5.39M
|
290K
$25.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-66.7K- 34.1% |
$4.5M - $5.61M
|
129K
$11.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-68.1K- 58.85% |
$4.6M - $5.73M
|
47.7K
$4.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-68.2K- 24.21% |
$4.6M - $5.74M
|
214K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-71.2K- 63.88% |
$4.8M - $5.98M
|
40.2K
$3.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-74.8K- 56.1% |
$5.05M - $6.29M
|
58.5K
$5.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-75.2K- 78.18% |
$5.08M - $6.33M
|
21K
$1.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-75.4K- 47.49% |
$5.09M - $6.34M
|
83.4K
$7.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-75.6K- 10.22% |
$5.1M - $6.35M
|
664K
$58M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-75.9K- 66.05% |
$5.12M - $6.38M
|
39K
$3.41M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-79.6K- 5.12% |
$5.37M - $6.7M
|
1.48M
$129M
|
|
|
Oct 25, 2022
Q3 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-81.8K- 40.92% |
$5.52M - $6.88M
|
118K
$10.3M
|