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 10, 2022
Q3 2022
|
Clarity Financial LLC
|
BUY
|
- |
42.2K+ 68.54% |
$2.85M - $3.55M
|
104K
$9.09M
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
40.7K+ 74.83% |
$2.75M - $3.43M
|
95.2K
$8.33M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
39.7K+ 2.49% |
$2.68M - $3.34M
|
1.63M
$143M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.8K+ 20.45% |
$2.62M - $3.27M
|
229K
$20M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
37.5KNew |
$2.53M - $3.16M
|
37.5K
$3.28M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.3K+ 18.06% |
$2.45M - $3.05M
|
237K
$20.8M
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
BUY
|
- |
36K+ 34.62% |
$2.43M - $3.02M
|
140K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
35.5KNew |
$2.39M - $2.98M
|
35.5K
$3.1M
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
35.4K+ 64.82% |
$2.39M - $2.98M
|
90.1K
$7.88M
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
35.1K+ 316.52% |
$2.37M - $2.95M
|
46.2K
$4.04M
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
34.9KNew |
$2.36M - $2.94M
|
34.9K
$3.06M
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
34.6K+ 17.37% |
$2.33M - $2.91M
|
234K
$20.4M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
34.3K+ 254.31% |
$2.32M - $2.88M
|
47.8K
$4.18M
|
|
Oct 24, 2022
Q3 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
34.3KNew |
$2.31M - $2.88M
|
34.3K
$3M
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
33.8KNew |
$2.28M - $2.84M
|
33.8K
$2.95M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.7K+ 9.57% |
$2.27M - $2.83M
|
385K
$33.7M
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
33.6K+ 37.21% |
$2.27M - $2.83M
|
124K
$10.8M
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
32.7KNew |
$2.21M - $2.75M
|
32.7K
$2.86M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
32.6K+ 48.93% |
$2.2M - $2.74M
|
99.3K
$8.69M
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
32.6KNew |
$2.2M - $2.74M
|
32.6K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.6K+ 2.44% |
$2.2M - $2.74M
|
1.37M
$120M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
32.4K+ 35.39% |
$2.19M - $2.73M
|
124K
$10.9M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 32.35% |
$2.17M - $2.71M
|
132K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
32.1K+ 57.94% |
$2.16M - $2.7M
|
87.4K
$7.64M
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
31.9K+ 1.53% |
$2.15M - $2.68M
|
2.11M
$184M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
31K+ 27.43% |
$2.09M - $2.61M
|
144K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
28.1K+ 79.71% |
$1.9M - $2.37M
|
63.4K
$5.55M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
27.5K+ 2.52% |
$1.86M - $2.31M
|
1.12M
$98M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
26.9K+ 3.72% |
$1.82M - $2.27M
|
751K
$65.7M
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
26.6K+ 32.73% |
$1.79M - $2.24M
|
108K
$9.43M
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
26.2K+ 345.86% |
$1.77M - $2.2M
|
33.8K
$2.96M
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
26.1K+ 28.82% |
$1.76M - $2.2M
|
117K
$10.2M
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
25.7KNew |
$1.73M - $2.16M
|
25.7K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
25.5KNew |
$1.72M - $2.14M
|
25.5K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
25K+ 69.61% |
$1.69M - $2.1M
|
60.9K
$5.32M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.9K+ 36.2% |
$1.68M - $2.09M
|
93.6K
$8.19M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24.8K+ 55.99% |
$1.67M - $2.08M
|
69K
$6.03M
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
24.6K+ 0.95% |
$1.66M - $2.07M
|
2.62M
$229M
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
24.3K+ 176.83% |
$1.64M - $2.05M
|
38.1K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
24.3K+ 47.89% |
$1.64M - $2.04M
|
75K
$6.56M
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
23.4KNew |
$1.58M - $1.97M
|
23.4K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
23.4K+ 66.61% |
$1.58M - $1.97M
|
58.6K
$5.12M
|
|
Nov 14, 2022
Q3 2022
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
23KNew |
$1.55M - $1.93M
|
23K
$2.01M
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
22.7K+ 157.56% |
$1.53M - $1.91M
|
37.1K
$3.24M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.7K+ 77.72% |
$1.53M - $1.91M
|
51.8K
$4.53M
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
22.4K+ 15641.26% |
$1.51M - $1.88M
|
22.5K
$1.97M
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.3K+ 117.23% |
$1.5M - $1.87M
|
41.2K
$3.61M
|
|
Nov 14, 2022
Q3 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
22.1K+ 38.3% |
$1.49M - $1.86M
|
79.9K
$6.99M
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
22.1KNew |
$1.49M - $1.86M
|
22.1K
$1.93M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.4K+ 7.98% |
$1.44M - $1.8M
|
289K
$25.3M
|