Purchases and Sales Made in Q3 2022 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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
Oct 12, 2022 Q3 2022
Sawtooth Solutions, LLC

BUY
 -
2.96K
+ 10.74%
$200K - $249K
30.6K $2.67M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.95K
New
$199K - $248K
2.95K $258K
Nov 14, 2022 Q3 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
2.94K
+ 21.05%
$199K - $247K
16.9K $1.48M
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
2.94K
+ 53.42%
$198K - $247K
8.44K $738K
Nov 14, 2022 Q3 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
2.89K
+ 20.49%
$195K - $243K
17K $1.48M
Nov 14, 2022 Q3 2022
Apriem Advisors

Irvine, CA
BUY
 -
2.85K
New
$192K - $239K
2.85K $249K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
2.83K
+ 81.09%
$191K - $238K
6.32K $553K
Nov 14, 2022 Q3 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
2.81K
New
$190K - $236K
2.81K $246K
Oct 03, 2022 Q3 2022
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
2.81K
New
$189K - $236K
2.81K $245K
Nov 10, 2022 Q3 2022
Concentrum Wealth Management

BUY
 -
2.8K
New
$189K - $235K
2.8K $244K
Oct 24, 2022 Q3 2022
Smith Anglin Financial, LLC

BUY
 -
2.77K
+ 41.29%
$187K - $233K
9.47K $828K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
2.74K
+ 7.06%
$185K - $230K
41.5K $3.63M
Oct 17, 2022 Q3 2022
Canton Hathaway, LLC

BUY
 -
2.72K
+ 35.52%
$184K - $229K
10.4K $908K
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
2.7K
+ 155.2%
$182K - $227K
4.44K $388K
Oct 17, 2022 Q3 2022
Roman Butler Fullerton & CO

BUY
 -
2.69K
New
$182K - $226K
2.69K $235K
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
2.67K
+ 27.3%
$180K - $225K
12.5K $1.09M
Oct 18, 2022 Q3 2022
Mathes Company, Inc.

BUY
 -
2.65K
+ 37.32%
$179K - $223K
9.75K $853K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
2.62K
New
$177K - $220K
2.62K $229K
Oct 12, 2022 Q3 2022
180 Wealth Advisors, LLC

BUY
 -
2.61K
+ 54.62%
$176K - $219K
7.37K $645K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.6K
+ 0.89%
$175K - $218K
296K $25.9M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
2.47K
+ 5.86%
$167K - $208K
44.6K $3.9M
Oct 26, 2022 Q3 2022
Spc Financial, Inc.

BUY
 -
2.47K
+ 12.22%
$166K - $207K
22.7K $1.98M
Nov 14, 2022 Q3 2022
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
2.46K
+ 2.91%
$166K - $207K
86.8K $7.59M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
2.45K
+ 6.15%
$165K - $206K
42.2K $3.69M
Nov 09, 2022 Q3 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.43K
+ 3.31%
$164K - $204K
75.9K $6.64M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
2.43K
+ 1.55%
$164K - $204K
159K $13.9M
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.38K
+ 9.57%
$160K - $200K
27.2K $2.38M
Nov 14, 2022 Q3 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
2.29K
+ 10.39%
$155K - $193K
24.4K $2.13M
Nov 14, 2022 Q3 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
2.28K
+ 39.61%
$154K - $192K
8.05K $704K
Nov 09, 2022 Q3 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
2.28K
+ 83.58%
$154K - $191K
5K $437K
Oct 13, 2022 Q3 2022
Solitude Financial Services

BUY
 -
2.24K
+ 4.53%
$151K - $188K
51.7K $4.52M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.23K
+ 0.22%
$151K - $188K
1.02M $89.2M
Nov 10, 2022 Q3 2022
King Wealth

Saratoga Springs, NY
BUY
 -
2.22K
+ 4.13%
$150K - $186K
55.8K $4.88M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
2.19K
+ 8.99%
$148K - $184K
26.5K $2.32M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
2.15K
New
$145K - $181K
2.15K $188K
Nov 10, 2022 Q3 2022
Somerset Group LLC

Wayzata, MN
BUY
 -
2.14K
+ 21.97%
$144K - $180K
11.9K $1.04M
Nov 09, 2022 Q3 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
2.12K
+ 1.0%
$143K - $178K
214K $18.7M
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
2.11K
+ 4.99%
$142K - $177K
44.3K $3.88M
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
2.08K
+ 6.66%
$141K - $175K
33.4K $2.92M
Oct 03, 2022 Q3 2022
Confluence Investment Management LLC

BUY
 -
2.06K
+ 6.39%
$139K - $173K
34.3K $3M
Nov 14, 2022 Q3 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
2.05K
+ 14.0%
$138K - $173K
16.7K $1.46M
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
2.04K
+ 24.82%
$138K - $172K
10.3K $899K
Oct 24, 2022 Q3 2022
Dfpg Investments, LLC

BUY
 -
2.04K
+ 27.44%
$138K - $172K
9.47K $829K
Nov 14, 2022 Q3 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
2.02K
+ 11.03%
$136K - $169K
20.3K $1.77M
Nov 10, 2022 Q3 2022
Sweet Financial Partners, LLC

BUY
 -
2.01K
+ 5.04%
$135K - $169K
41.9K $3.66M
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
2K
+ 172.52%
$135K - $168K
3.16K $277K
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
1.98K
+ 6.22%
$134K - $166K
33.8K $2.96M
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.97K
+ 4.93%
$133K - $165K
41.8K $3.66M
Oct 12, 2022 Q3 2022
City Holding CO

BUY
 -
1.95K
+ 46.11%
$132K - $164K
6.18K $540K

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