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 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
225+ 0.43% |
$11.9K - $13.3K
|
52.1K
$4.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
224+ 2.1% |
$11.9K - $13.2K
|
10.9K
$957K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
219+ 39.46% |
$11.6K - $13K
|
774
$68.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
217+ 3.65% |
$11.5K - $12.8K
|
6.17K
$543K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
205New |
$10.9K - $12.1K
|
205
$18K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
205+ 4.85% |
$10.9K - $12.1K
|
4.43K
$389K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
202New |
$10.7K - $11.9K
|
202
$17.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
201New |
$10.7K - $11.9K
|
201
$17.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
200+ 200.0% |
$10.6K - $11.8K
|
300
$26.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200New |
$10.6K - $11.8K
|
200
$17.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
198+ 1.52% |
$10.5K - $11.7K
|
13.2K
$1.16M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
195New |
$10.3K - $11.5K
|
195
$17.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
185New |
$9.81K - $10.9K
|
185
$16.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
179+ 1.05% |
$9.49K - $10.6K
|
17.2K
$1.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
177New |
$9.38K - $10.5K
|
177
$15.6K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
177New |
$9.38K - $10.5K
|
177
$15.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
174+ 1.89% |
$9.22K - $10.3K
|
9.36K
$823K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
169+ 0.44% |
$8.96K - $9.99K
|
38.2K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
167+ 0.69% |
$8.85K - $9.88K
|
24.5K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
164+ 1.71% |
$8.69K - $9.7K
|
9.76K
$859K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
164+ 4.2% |
$8.69K - $9.7K
|
4.07K
$358K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
160New |
$8.48K - $9.46K
|
160
$14.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
158New |
$8.38K - $9.34K
|
158
$13.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
155+ 2.62% |
$8.22K - $9.17K
|
6.07K
$534K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
150+ 0.75% |
$7.95K - $8.87K
|
20K
$1.76M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
145+ 72.5% |
$7.69K - $8.58K
|
345
$30.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
140+ 5.32% |
$7.42K - $8.28K
|
2.77K
$244K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
139+ 0.93% |
$7.37K - $8.22K
|
15.1K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
138+ 265.38% |
$7.32K - $8.16K
|
190
$16.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
136+ 209.23% |
$7.21K - $8.04K
|
201
$17.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
131New |
$6.94K - $7.75K
|
131
$11.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
125+ 1.68% |
$6.63K - $7.39K
|
7.57K
$665K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
125+ 1.43% |
$6.63K - $7.39K
|
8.87K
$780K
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
119+ 1.28% |
$6.31K - $7.04K
|
9.43K
$829K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
118+ 0.71% |
$6.26K - $6.98K
|
16.8K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
111+ 0.61% |
$5.88K - $6.56K
|
18.3K
$1.61M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
110+ 0.77% |
$5.83K - $6.51K
|
14.4K
$1.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
109+ 1.27% |
$5.78K - $6.45K
|
8.72K
$767K
|
|
|
Jan 21, 2022
Q4 2021
|
Cox Capital Mgt LLC
|
BUY
|
- |
107+ 1.86% |
$5.67K - $6.33K
|
5.85K
$514K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
107+ 2.36% |
$5.67K - $6.33K
|
4.64K
$408K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
107+ 1.07% |
$5.67K - $6.33K
|
10.1K
$890K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
105+ 2.37% |
$5.57K - $6.21K
|
4.54K
$399K
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
103+ 1.03% |
$5.46K - $6.09K
|
10.1K
$886K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
101+ 0.05% |
$5.35K - $5.97K
|
214K
$18.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
101New |
$5.35K - $5.97K
|
101
$8.88K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
100+ 0.47% |
$5.3K - $5.91K
|
21.5K
$1.89M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100New |
$5.3K - $5.91K
|
100
$8.79K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100+ 2.33% |
$5.3K - $5.91K
|
4.4K
$387K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
96+ 1.85% |
$5.09K - $5.68K
|
5.29K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
96+ 1.27% |
$5.09K - $5.68K
|
7.63K
$671K
|