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
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.95K+ 26.51% |
$131K - $164K
|
9.29K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 19.07% |
$130K - $162K
|
12K
$1.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.92K+ 6.71% |
$130K - $162K
|
30.5K
$2.67M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.92K+ 45.34% |
$130K - $162K
|
6.16K
$539K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
1.85K+ 1.04% |
$125K - $156K
|
180K
$15.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.82K+ 5.06% |
$123K - $153K
|
37.8K
$3.31M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.81K+ 10.71% |
$122K - $152K
|
18.7K
$1.63M
|
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.78K+ 2.47% |
$120K - $150K
|
73.7K
$6.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.76K+ 66.89% |
$119K - $148K
|
4.39K
$384K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.7K+ 70.85% |
$115K - $143K
|
4.11K
$359K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.7K+ 3.98% |
$114K - $143K
|
44.3K
$3.88M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.68K+ 16.47% |
$113K - $141K
|
11.9K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.68K+ 0.95% |
$113K - $141K
|
177K
$15.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
1.66K+ 1.16% |
$112K - $140K
|
145K
$12.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.63KNew |
$110K - $137K
|
1.63K
$143K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.62KNew |
$110K - $136K
|
1.62K
$142K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.62K+ 35.37% |
$109K - $136K
|
6.2K
$542K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.58K+ 48.48% |
$107K - $133K
|
4.84K
$423K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.57K+ 29.68% |
$106K - $132K
|
6.86K
$600K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.54K+ 1.54% |
$104K - $130K
|
102K
$8.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.53K+ 0.97% |
$103K - $129K
|
159K
$13.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.53K+ 6.03% |
$103K - $129K
|
26.9K
$2.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.53K+ 33.78% |
$103K - $128K
|
6.04K
$528K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.52K+ 29.98% |
$103K - $128K
|
6.6K
$577K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.52K+ 18.42% |
$103K - $128K
|
9.78K
$855K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
1.52K+ 6.98% |
$102K - $127K
|
23.2K
$2.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.5K+ 500.0% |
$101K - $126K
|
1.8K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.5KNew |
$101K - $126K
|
1.5K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.49K+ 1.84% |
$101K - $126K
|
82.5K
$7.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.48K+ 2.42% |
$99.6K - $124K
|
62.5K
$5.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.39K+ 1.27% |
$94.1K - $117K
|
111K
$9.71M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
1.39K+ 3.63% |
$93.7K - $117K
|
39.7K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.37K+ 15.19% |
$92.5K - $115K
|
10.4K
$909K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.37KNew |
$92.3K - $115K
|
1.37K
$120K
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.36K+ 1.86% |
$92K - $115K
|
74.7K
$6.53M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.36K+ 6.65% |
$91.9K - $114K
|
21.8K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.35K+ 4.1% |
$90.8K - $113K
|
34.1K
$2.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.34K+ 7.62% |
$90.3K - $113K
|
18.9K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.33K+ 17.37% |
$89.8K - $112K
|
8.99K
$787K
|
|
|
Oct 28, 2022
Q3 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.32K+ 0.75% |
$89K - $111K
|
176K
$15.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.3K+ 1.38% |
$88K - $110K
|
95.9K
$8.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.3K+ 8.02% |
$87.5K - $109K
|
17.5K
$1.53M
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.29KNew |
$86.9K - $108K
|
1.29K
$113K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
1.29K+ 23.83% |
$86.8K - $108K
|
6.68K
$585K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 9.71% |
$86.3K - $107K
|
14.4K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.28K+ 2.19% |
$86K - $107K
|
59.4K
$5.2M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 1.0% |
$85.6K - $107K
|
129K
$11.2M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.26K+ 26.15% |
$84.7K - $106K
|
6.06K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.25K+ 4.27% |
$84.4K - $105K
|
30.5K
$2.67M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.23K+ 16.13% |
$82.7K - $103K
|
8.82K
$771K
|