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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.35K+ 15.36% |
$429K - $534K
|
47.7K
$4.17M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6.32K+ 7.12% |
$426K - $531K
|
95K
$8.31M
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
6.31K+ 103.73% |
$426K - $531K
|
12.4K
$1.08M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
6.25KNew |
$422K - $526K
|
6.25K
$547K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
6.24K+ 12.32% |
$421K - $525K
|
56.9K
$4.98M
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.17K+ 19.54% |
$417K - $519K
|
37.8K
$3.3M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.89K+ 38.74% |
$398K - $495K
|
21.1K
$1.85M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.89KNew |
$398K - $495K
|
5.89K
$515K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.85K+ 71.67% |
$395K - $492K
|
14K
$1.23M
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.76K+ 91.68% |
$388K - $484K
|
12K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.73K+ 30.48% |
$386K - $481K
|
24.5K
$2.14M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.51K+ 7.5% |
$372K - $463K
|
78.9K
$6.9M
|
|
Nov 14, 2022
Q3 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
5.48K+ 4.74% |
$370K - $461K
|
121K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.45K+ 145.07% |
$368K - $458K
|
9.2K
$805K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.42KNew |
$366K - $456K
|
5.42K
$474K
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.4K+ 14.0% |
$365K - $454K
|
44K
$3.85M
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.39K+ 11.98% |
$364K - $453K
|
50.4K
$4.41M
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
5.37K+ 10.05% |
$363K - $452K
|
58.8K
$5.14M
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
5.34KNew |
$360K - $449K
|
5.34K
$467K
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
5.33K+ 14.2% |
$360K - $448K
|
42.9K
$3.75M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.14K+ 132.24% |
$347K - $432K
|
9.03K
$790K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.14KNew |
$347K - $432K
|
5.14K
$449K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.14KNew |
$347K - $432K
|
5.14K
$449K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.08K+ 5.23% |
$343K - $428K
|
102K
$8.94M
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5.08K+ 76.99% |
$343K - $427K
|
11.7K
$1.02M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.95K+ 16.09% |
$334K - $417K
|
35.7K
$3.13M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.92K+ 434.16% |
$332K - $414K
|
6.05K
$529K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.9KNew |
$331K - $412K
|
4.9K
$429K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.89K+ 3.87% |
$330K - $411K
|
131K
$11.5M
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.87K+ 19.23% |
$329K - $409K
|
30.2K
$2.64M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.87K+ 19.23% |
$329K - $409K
|
30.2K
$2.64M
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
4.77K+ 171.89% |
$322K - $401K
|
7.55K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.77KNew |
$322K - $401K
|
4.77K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.67KNew |
$315K - $393K
|
4.67K
$408K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.62K+ 18.65% |
$312K - $389K
|
29.4K
$2.57M
|
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
4.6K+ 18.47% |
$311K - $387K
|
29.5K
$2.58M
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
4.56KNew |
$307K - $383K
|
4.56K
$399K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.51K+ 5.3% |
$304K - $379K
|
89.6K
$7.83M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.51KNew |
$304K - $379K
|
4.51K
$394K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.51KNew |
$304K - $379K
|
4.51K
$394K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.33KNew |
$292K - $364K
|
4.33K
$378K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.31K+ 10.49% |
$291K - $362K
|
45.4K
$3.97M
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.3KNew |
$290K - $361K
|
4.3K
$376K
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
4.23KNew |
$286K - $356K
|
4.23K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.2K+ 74.4% |
$283K - $353K
|
9.85K
$861K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.19K+ 44.03% |
$283K - $352K
|
13.7K
$1.2M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.17K+ 20.38% |
$282K - $351K
|
24.7K
$2.16M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.16KNew |
$281K - $350K
|
4.16K
$364K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.1K+ 1.49% |
$277K - $345K
|
279K
$24.4M
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.08K+ 2.38% |
$275K - $343K
|
176K
$15.4M
|