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 |
---|---|---|---|---|---|---|---|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
21.3K+ 11.64% |
$1.44M - $1.79M
|
204K
$17.9M
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
21K+ 190.06% |
$1.42M - $1.77M
|
32.1K
$2.81M
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
20.6KNew |
$1.39M - $1.73M
|
20.6K
$1.8M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 25.19% |
$1.36M - $1.7M
|
100K
$8.77M
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
20KNew |
$1.35M - $1.68M
|
20K
$1.75M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
19.4K+ 20.39% |
$1.31M - $1.63M
|
114K
$10M
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19K+ 259.16% |
$1.28M - $1.6M
|
26.4K
$2.31M
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
19KNew |
$1.28M - $1.6M
|
19K
$1.66M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.8K+ 21.4% |
$1.27M - $1.58M
|
107K
$9.33M
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.2KNew |
$1.23M - $1.53M
|
18.2K
$1.59M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.2K+ 67.93% |
$1.23M - $1.53M
|
45K
$3.94M
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
18.1KNew |
$1.22M - $1.52M
|
18.1K
$1.58M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
18K+ 14.7% |
$1.22M - $1.51M
|
141K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
18KNew |
$1.21M - $1.51M
|
18K
$1.57M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.8K+ 16.03% |
$1.2M - $1.5M
|
129K
$11.3M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
17.6KNew |
$1.19M - $1.48M
|
17.6K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.4K+ 22.17% |
$1.18M - $1.47M
|
96.1K
$8.4M
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
17.3K+ 293.73% |
$1.17M - $1.46M
|
23.2K
$2.03M
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
17.1K+ 26.65% |
$1.15M - $1.44M
|
81.2K
$7.1M
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
17K+ 129.44% |
$1.15M - $1.43M
|
30.2K
$2.64M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16.5K+ 9.83% |
$1.11M - $1.38M
|
184K
$16.1M
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
16.2KNew |
$1.09M - $1.36M
|
16.2K
$1.41M
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
16K+ 557.3% |
$1.08M - $1.35M
|
18.9K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
15.9KNew |
$1.07M - $1.34M
|
15.9K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.8K+ 33.12% |
$1.07M - $1.33M
|
63.6K
$5.56M
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
15.7K+ 7.72% |
$1.06M - $1.32M
|
219K
$19.2M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
15.6KNew |
$1.05M - $1.31M
|
15.6K
$1.36M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.4K+ 1598.44% |
$1.04M - $1.29M
|
16.4K
$1.43M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15.3K+ 23.34% |
$1.03M - $1.29M
|
81K
$7.08M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.2K+ 111.28% |
$1.03M - $1.28M
|
28.9K
$2.53M
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
15.2KNew |
$1.02M - $1.28M
|
15.2K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
15.1K+ 183.38% |
$1.02M - $1.27M
|
23.4K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14.9KNew |
$1.01M - $1.26M
|
14.9K
$1.31M
|
|
Nov 01, 2022
Q3 2022
|
Skylands Capital, LLC
|
BUY
|
- |
14.5K+ 136.32% |
$975K - $1.22M
|
25.1K
$2.19M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
14.2KNew |
$959K - $1.2M
|
14.2K
$1.24M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14K+ 153.03% |
$945K - $1.18M
|
23.2K
$2.03M
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
13.4K+ 199.24% |
$903K - $1.13M
|
20.1K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13.2K+ 42.81% |
$892K - $1.11M
|
44.1K
$3.86M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 127.98% |
$848K - $1.06M
|
22.4K
$1.96M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
12.5K+ 379.0% |
$846K - $1.05M
|
15.9K
$1.39M
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
12.3KNew |
$831K - $1.04M
|
12.3K
$1.08M
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
12K+ 10.63% |
$813K - $1.01M
|
125K
$11M
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
11.8K+ 181.06% |
$793K - $988K
|
18.2K
$1.6M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
11.7KNew |
$789K - $983K
|
11.7K
$1.02M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.2K+ 15.36% |
$757K - $944K
|
84.3K
$7.37M
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
11K+ 59.02% |
$741K - $923K
|
29.6K
$2.59M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
10.8KNew |
$732K - $912K
|
10.8K
$948K
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
10.6K+ 322.64% |
$714K - $889K
|
13.9K
$1.21M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
10.4K+ 17.82% |
$704K - $877K
|
68.9K
$6.03M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
10.2K+ 36.92% |
$688K - $857K
|
37.8K
$3.3M
|