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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-265- 12.44% |
$14K - $15.7K
|
1.87K
$163K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-276- 36.17% |
$14.6K - $16.3K
|
487
$42.6K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-287- 2.08% |
$15.2K - $17K
|
13.5K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-290- 3.65% |
$15.4K - $17.2K
|
7.65K
$669K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-300- 1.37% |
$15.9K - $17.7K
|
21.6K
$1.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-307- 0.36% |
$16.3K - $18.2K
|
84K
$7.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-310- 0.85% |
$16.4K - $18.3K
|
36.3K
$3.17M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-311Closed |
$16.5K - $18.4K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-325- 5.78% |
$17.2K - $19.2K
|
5.3K
$464K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-330- 1.87% |
$17.5K - $19.5K
|
17.3K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-342Closed |
$18.1K - $20.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-356Closed |
$18.9K - $21.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-361Closed |
$19.1K - $21.3K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-370- 0.93% |
$19.6K - $21.9K
|
39.2K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-377- 2.85% |
$20K - $22.3K
|
12.8K
$1.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-389- 23.32% |
$20.6K - $23K
|
1.28K
$112K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-391- 1.94% |
$20.7K - $23.1K
|
19.7K
$1.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-394- 0.32% |
$20.9K - $23.3K
|
122K
$10.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-400- 4.82% |
$21.2K - $23.7K
|
7.91K
$692K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-400- 13.79% |
$21.2K - $23.7K
|
2.5K
$219K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-420- 22.95% |
$22.3K - $24.8K
|
1.41K
$123K
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-421- 0.75% |
$22.3K - $24.9K
|
55.8K
$4.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-434- 2.57% |
$23K - $25.7K
|
16.4K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-448- 5.44% |
$23.7K - $26.5K
|
7.79K
$681K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-450- 11.04% |
$23.9K - $26.6K
|
3.63K
$317K
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-450- 0.84% |
$23.9K - $26.6K
|
53.3K
$4.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-458- 0.25% |
$24.3K - $27.1K
|
183K
$16M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-481- 7.32% |
$25.5K - $28.4K
|
6.09K
$533K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-495- 23.72% |
$26.2K - $29.3K
|
1.59K
$139K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 5.32% |
$26.5K - $29.6K
|
8.9K
$778K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-500- 44.8% |
$26.5K - $29.6K
|
616
$53.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-502- 4.1% |
$26.6K - $29.7K
|
11.7K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-516- 5.05% |
$27.4K - $30.5K
|
9.69K
$848K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-529- 0.7% |
$28K - $31.3K
|
75.3K
$6.59M
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-533- 2.1% |
$28.3K - $31.5K
|
24.9K
$2.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-578- 9.65% |
$30.6K - $34.2K
|
5.41K
$473K
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-596- 10.98% |
$31.6K - $35.2K
|
4.83K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-600- 4.55% |
$31.8K - $35.5K
|
12.6K
$1.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-602- 0.84% |
$31.9K - $35.6K
|
70.8K
$6.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-614- 1.54% |
$32.5K - $36.3K
|
39.3K
$3.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-634Closed |
$33.6K - $37.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-647- 3.03% |
$34.3K - $38.3K
|
20.7K
$1.81M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-672- 4.83% |
$35.6K - $39.7K
|
13.2K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-702- 3.14% |
$37.2K - $41.5K
|
21.6K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-710Closed |
$37.6K - $42K
|
0
$0
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-715- 10.63% |
$37.9K - $42.3K
|
6.01K
$526K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-720- 2.3% |
$38.2K - $42.6K
|
30.6K
$2.67M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-731- 4.44% |
$38.8K - $43.2K
|
15.7K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-734- 31.34% |
$38.9K - $43.4K
|
1.61K
$141K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-735- 28.0% |
$39K - $43.5K
|
1.89K
$165K
|