Purchases and Sales Made in Q4 2021 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.02K+ 2.55% |
$107K - $120K
|
81.4K
$7.12M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
2.01K+ 39.8% |
$107K - $119K
|
7.06K
$618K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.99K+ 8.73% |
$106K - $118K
|
24.8K
$2.17M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.98K+ 21.48% |
$105K - $117K
|
11.2K
$977K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
1.96K+ 177.89% |
$104K - $116K
|
3.05K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.96K+ 0.89% |
$104K - $116K
|
221K
$19.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.95K+ 7.66% |
$104K - $116K
|
27.5K
$2.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.92K+ 2.53% |
$102K - $113K
|
77.5K
$6.78M
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.92K+ 32.74% |
$102K - $113K
|
7.77K
$679K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.89K+ 28.17% |
$100K - $112K
|
8.58K
$750K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.87K+ 6.99% |
$99.2K - $111K
|
28.7K
$2.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.87K+ 24.96% |
$99K - $110K
|
9.35K
$818K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.86K+ 79.77% |
$98.4K - $110K
|
4.19K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.84K+ 16.86% |
$97.3K - $109K
|
12.7K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.82K+ 18.61% |
$96.5K - $108K
|
11.6K
$1.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.82K+ 31.6% |
$96.4K - $108K
|
7.57K
$662K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.81K+ 35.03% |
$95.8K - $107K
|
6.97K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.79K+ 2.56% |
$95.1K - $106K
|
71.8K
$6.28M
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.78K+ 14.08% |
$94.1K - $105K
|
14.4K
$1.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.76K+ 17.27% |
$93.1K - $104K
|
11.9K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.72KNew |
$91.3K - $102K
|
1.72K
$151K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
1.72K+ 5.9% |
$91.2K - $102K
|
30.9K
$2.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.69K+ 10.03% |
$89.6K - $99.9K
|
18.5K
$1.62M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
1.68K+ 1.0% |
$89.1K - $99.4K
|
171K
$14.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.66K+ 36.85% |
$88.1K - $98.3K
|
6.17K
$540K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.64K+ 8.31% |
$86.9K - $97K
|
21.4K
$1.87M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
1.6K+ 8.81% |
$84.6K - $94.3K
|
19.7K
$1.72M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.55K+ 18.61% |
$82.3K - $91.8K
|
9.9K
$866K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.54K+ 1.86% |
$81.8K - $91.3K
|
84.7K
$7.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.54K+ 17.37% |
$81.6K - $91.1K
|
10.4K
$910K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.54K+ 18.57% |
$81.5K - $90.9K
|
9.81K
$858K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.53K+ 23.06% |
$81.1K - $90.5K
|
8.17K
$714K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.53KNew |
$81K - $90.4K
|
1.53K
$134K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
1.52K+ 5.97% |
$80.6K - $89.9K
|
27K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.5KNew |
$79.5K - $88.7K
|
1.5K
$131K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.5KNew |
$79.5K - $88.7K
|
1.5K
$131K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.5K+ 3.56% |
$79.5K - $88.7K
|
43.6K
$3.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
1.47K+ 3.78% |
$77.8K - $86.8K
|
40.3K
$3.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 15.02% |
$77.7K - $86.7K
|
11.2K
$982K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.42KNew |
$75.3K - $84K
|
1.42K
$124K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.42K+ 176.05% |
$75.2K - $83.9K
|
2.23K
$195K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.41K+ 10.28% |
$74.7K - $83.3K
|
15.1K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 10.16% |
$74.2K - $82.7K
|
15.2K
$1.33M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.38KNew |
$73.4K - $81.8K
|
1.38K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.38K+ 19.24% |
$73.2K - $81.6K
|
8.55K
$748K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.38K+ 14.92% |
$73K - $81.5K
|
10.6K
$928K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.36K+ 10.7% |
$71.8K - $80.1K
|
14K
$1.23M
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
1.35K+ 6.75% |
$71.7K - $80K
|
21.4K
$1.87M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.35K+ 1.12% |
$71.5K - $79.8K
|
122K
$10.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
1.35K+ 18.15% |
$71.3K - $79.5K
|
8.76K
$766K
|