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 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
10.1K+ 42.93% |
$683K - $852K
|
33.7K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
10.1K+ 17.09% |
$681K - $848K
|
69.1K
$6.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
10KNew |
$675K - $841K
|
10K
$875K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
9.98KNew |
$674K - $840K
|
9.98K
$873K
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
9.96K+ 30.89% |
$672K - $838K
|
42.2K
$3.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.8K+ 3.33% |
$662K - $824K
|
304K
$26.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.79K+ 17.47% |
$660K - $823K
|
65.8K
$5.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
$658K - $820K
|
9.75K
$853K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.68K+ 3.76% |
$653K - $814K
|
267K
$23.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
9.59K+ 5.51% |
$647K - $807K
|
184K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.51K+ 15.04% |
$642K - $800K
|
72.7K
$6.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.48K+ 39.59% |
$640K - $798K
|
33.4K
$2.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.45K+ 39.61% |
$637K - $794K
|
33.3K
$2.91M
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
9.4K+ 6.39% |
$634K - $791K
|
157K
$13.7M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.22K+ 22.19% |
$623K - $776K
|
50.8K
$4.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.16K+ 22.44% |
$618K - $770K
|
50K
$4.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.97K+ 114.36% |
$605K - $754K
|
16.8K
$1.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
8.92K+ 97.1% |
$602K - $750K
|
18.1K
$1.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8.91K+ 135.05% |
$601K - $749K
|
15.5K
$1.36M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.77K+ 7.18% |
$592K - $737K
|
131K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8.56K+ 10.31% |
$578K - $720K
|
91.6K
$8.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.55K+ 2.5% |
$577K - $719K
|
350K
$30.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.5KNew |
$574K - $715K
|
8.5K
$743K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.49K+ 44.98% |
$573K - $714K
|
27.4K
$2.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
8.42KNew |
$568K - $708K
|
8.42K
$737K
|
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
8.33K+ 68.74% |
$562K - $701K
|
20.5K
$1.79M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
8.31K+ 4.1% |
$561K - $699K
|
211K
$18.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.31K+ 1.68% |
$561K - $699K
|
502K
$43.9M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.27K+ 1858.43% |
$558K - $695K
|
8.72K
$762K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.22K+ 20.14% |
$555K - $691K
|
49K
$4.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
7.98K+ 45.88% |
$539K - $671K
|
25.4K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.97KNew |
$538K - $670K
|
7.97K
$697K
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.87KNew |
$531K - $662K
|
7.87K
$688K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.76KNew |
$524K - $653K
|
7.76K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.7K+ 12.91% |
$520K - $648K
|
67.4K
$5.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.58K+ 174.18% |
$511K - $637K
|
11.9K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
7.52K+ 611.97% |
$507K - $632K
|
8.74K
$765K
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
7.31KNew |
$493K - $615K
|
7.31K
$639K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.26K+ 10.53% |
$490K - $611K
|
76.2K
$6.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7.16K+ 9.94% |
$483K - $602K
|
79.2K
$6.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.93K+ 37.66% |
$468K - $583K
|
25.3K
$2.22M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.85KNew |
$462K - $576K
|
6.85K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.81KNew |
$460K - $573K
|
6.81K
$596K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.79K+ 18.34% |
$459K - $571K
|
43.8K
$3.83M
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
6.76K+ 8.28% |
$456K - $568K
|
88.4K
$7.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.76K+ 2.91% |
$456K - $568K
|
239K
$20.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
6.59K+ 6.21% |
$445K - $554K
|
113K
$9.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
6.5K+ 22.22% |
$439K - $547K
|
35.8K
$3.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.48K+ 12.17% |
$437K - $545K
|
59.8K
$5.23M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
6.44K+ 59.28% |
$435K - $542K
|
17.3K
$1.51M
|