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 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
127KNew |
$6.71M - $7.48M
|
127K
$11.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
123KNew |
$6.5M - $7.25M
|
123K
$10.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
118KNew |
$6.28M - $7.01M
|
118K
$10.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
115K+ 103.18% |
$6.09M - $6.79M
|
226K
$19.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
114K+ 27.0% |
$6.07M - $6.77M
|
538K
$47.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
113KNew |
$6M - $6.69M
|
113K
$9.9M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
107KNew |
$5.65M - $6.3M
|
107K
$9.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
107KNew |
$5.65M - $6.3M
|
107K
$9.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
107K+ 59.91% |
$5.65M - $6.3M
|
284K
$24.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
105KNew |
$5.58M - $6.23M
|
105K
$9.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
102KNew |
$5.43M - $6.06M
|
102K
$8.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
102K+ 44.35% |
$5.4M - $6.02M
|
332K
$29M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101K+ 63.86% |
$5.36M - $5.98M
|
259K
$22.7M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
100KNew |
$5.32M - $5.93M
|
100K
$8.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
100K+ 143.22% |
$5.3M - $5.91M
|
170K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
99.8K+ 246.07% |
$5.29M - $5.9M
|
140K
$12.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
96.7K+ 31.59% |
$5.13M - $5.72M
|
403K
$35.2M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
95.4KNew |
$5.06M - $5.64M
|
95.4K
$8.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
94.9KNew |
$5.03M - $5.61M
|
94.9K
$8.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Orbis Allan Gray LTD
Hamilton, D0 |
BUY
|
- |
94.5KNew |
$5.01M - $5.59M
|
94.5K
$8.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
92.7K+ 108.36% |
$4.92M - $5.48M
|
178K
$15.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
91.2K+ 125.84% |
$4.83M - $5.39M
|
164K
$14.3M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
90.3K+ 20.6% |
$4.79M - $5.34M
|
529K
$46.3M
|
|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
90.1KNew |
$4.78M - $5.33M
|
90.1K
$7.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
86.1K+ 121.78% |
$4.56M - $5.09M
|
157K
$13.7M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
85.5KNew |
$4.53M - $5.06M
|
85.5K
$7.48M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
85.2K+ 235.36% |
$4.52M - $5.04M
|
121K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
83.8K+ 1954.82% |
$4.44M - $4.96M
|
88.1K
$7.71M
|
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
83.4KNew |
$4.42M - $4.93M
|
83.4K
$7.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
81.6K+ 233037.14% |
$4.32M - $4.82M
|
81.6K
$7.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
80KNew |
$4.24M - $4.73M
|
80K
$7M
|
|
|
Feb 14, 2022
Q4 2021
|
Plaisance Capital LLC
Denver, CO |
BUY
|
- |
77.5KNew |
$4.11M - $4.58M
|
77.5K
$6.78M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
77.2KNew |
$4.09M - $4.56M
|
77.2K
$6.75M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
76.8KNew |
$4.07M - $4.54M
|
76.8K
$6.72M
|
|
|
Mar 31, 2022
Q4 2021
|
Pariax, LLC
|
BUY
|
- |
72.9KNew |
$3.86M - $4.31M
|
72.9K
$6.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
72.4K+ 628.72% |
$3.84M - $4.28M
|
83.9K
$7.34M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
71.7KNew |
$3.8M - $4.24M
|
71.7K
$6.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
70.7K+ 106.62% |
$3.75M - $4.18M
|
137K
$12M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
70.3K+ 585.43% |
$3.73M - $4.16M
|
82.3K
$7.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
70.3K+ 231.07% |
$3.73M - $4.16M
|
101K
$8.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
70.1KNew |
$3.71M - $4.14M
|
70.1K
$6.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
69K+ 0.93% |
$3.66M - $4.08M
|
7.52M
$658M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
67.4K+ 61.63% |
$3.57M - $3.99M
|
177K
$15.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
65.6KNew |
$3.48M - $3.88M
|
65.6K
$5.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
63K+ 1011.64% |
$3.34M - $3.73M
|
69.2K
$6.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
62K+ 189.51% |
$3.29M - $3.67M
|
94.7K
$8.28M
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
61.8K+ 401.3% |
$3.28M - $3.65M
|
77.2K
$6.75M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
61.7KNew |
$3.27M - $3.65M
|
61.7K
$5.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
59.5KNew |
$3.15M - $3.52M
|
59.5K
$5.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
59.2K+ 12.82% |
$3.14M - $3.5M
|
521K
$45.6M
|