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 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.08KNew |
$275K - $343K
|
4.08K
$356K
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.03K+ 4.89% |
$272K - $339K
|
86.4K
$7.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4K+ 6.39% |
$270K - $337K
|
66.7K
$5.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4KNew |
$270K - $336K
|
4K
$350K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
3.99K+ 23.72% |
$269K - $336K
|
20.8K
$1.82M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.97K+ 7.97% |
$268K - $334K
|
53.8K
$4.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$268K - $334K
|
3.97K
$347K
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.95K+ 2.7% |
$266K - $332K
|
150K
$13.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.92KNew |
$265K - $330K
|
3.92K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.91K+ 181.93% |
$264K - $328K
|
6.05K
$529K
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.88KNew |
$262K - $326K
|
3.88K
$339K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.87KNew |
$261K - $326K
|
3.87K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
3.86K+ 1.79% |
$261K - $325K
|
220K
$19.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.84K+ 68.97% |
$259K - $323K
|
9.41K
$823K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.83K+ 124.59% |
$258K - $322K
|
6.9K
$603K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
3.79KNew |
$256K - $319K
|
3.79K
$332K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$252K - $314K
|
3.74K
$327K
|
|
|
Oct 13, 2022
Q3 2022
|
Peterson Wealth Management
|
BUY
|
- |
3.66KNew |
$247K - $308K
|
3.66K
$320K
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
3.65K+ 26.86% |
$247K - $307K
|
17.3K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
3.63K+ 5.33% |
$245K - $305K
|
71.7K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.63K+ 0.22% |
$245K - $305K
|
1.66M
$145M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
3.62K+ 13.05% |
$244K - $304K
|
31.3K
$2.74M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.6K+ 43.25% |
$243K - $302K
|
11.9K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.57K+ 36.04% |
$241K - $300K
|
13.5K
$1.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.56K+ 34.25% |
$240K - $300K
|
14K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
3.52K+ 4.05% |
$238K - $296K
|
90.5K
$7.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.51K+ 6.79% |
$237K - $295K
|
55.1K
$4.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.5KNew |
$236K - $294K
|
3.5K
$306K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.48K+ 22.92% |
$235K - $293K
|
18.7K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.48K+ 21.49% |
$235K - $292K
|
19.7K
$1.72M
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.48K+ 20.66% |
$235K - $292K
|
20.3K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 24.98% |
$229K - $286K
|
17K
$1.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.37K+ 4.13% |
$227K - $283K
|
84.8K
$7.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
3.35K+ 20.18% |
$226K - $282K
|
20K
$1.75M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.35K+ 30.99% |
$226K - $281K
|
14.1K
$1.24M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.34K+ 1.86% |
$226K - $281K
|
183K
$16M
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.33K+ 41.57% |
$225K - $280K
|
11.3K
$992K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.29KNew |
$222K - $276K
|
3.29K
$287K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.26K+ 7.07% |
$220K - $274K
|
49.4K
$4.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.17K+ 14.32% |
$214K - $267K
|
25.3K
$2.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
3.17KNew |
$214K - $267K
|
3.17K
$277K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
3.11K+ 7.74% |
$210K - $262K
|
43.3K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.05K+ 23.35% |
$206K - $257K
|
16.1K
$1.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.04K+ 13.11% |
$205K - $256K
|
26.3K
$2.3M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
3.04KNew |
$205K - $255K
|
3.04K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.03KNew |
$205K - $255K
|
3.03K
$265K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.01K+ 10.32% |
$203K - $253K
|
32.2K
$2.81M
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3K+ 2.27% |
$203K - $252K
|
135K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.97KNew |
$200K - $250K
|
2.97K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.97K+ 4.3% |
$200K - $250K
|
72K
$6.29M
|