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 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-788- 1.94% |
$41.8K - $46.6K
|
39.9K
$3.49M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-795- 12.37% |
$42.1K - $47K
|
5.63K
$493K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-800- 2.56% |
$42.4K - $47.3K
|
30.5K
$2.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-810- 9.9% |
$42.9K - $47.9K
|
7.38K
$645K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-825- 8.1% |
$43.7K - $48.8K
|
9.35K
$818K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-827- 0.45% |
$43.8K - $48.9K
|
181K
$15.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-836- 2.43% |
$44.3K - $49.4K
|
33.6K
$2.94M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-846- 2.9% |
$44.8K - $50K
|
28.3K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-887- 2.34% |
$47K - $52.5K
|
37K
$3.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-893- 3.39% |
$47.3K - $52.8K
|
25.4K
$2.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-898- 4.1% |
$47.6K - $53.1K
|
21K
$1.84M
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-937- 31.8% |
$49.7K - $55.4K
|
2.01K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-942Closed |
$49.9K - $55.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-946Closed |
$50.1K - $55.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-961- 3.97% |
$50.9K - $56.8K
|
23.3K
$2.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-970- 14.87% |
$51.4K - $57.4K
|
5.55K
$486K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-974- 1.48% |
$51.6K - $57.6K
|
64.7K
$5.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-974- 17.93% |
$51.6K - $57.6K
|
4.46K
$390K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-977- 17.0% |
$51.8K - $57.8K
|
4.77K
$417K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.01K- 4.04% |
$53.4K - $59.6K
|
23.9K
$2.09M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.05K- 60.4% |
$55.4K - $61.8K
|
685
$59.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.05K- 4.14% |
$55.7K - $62.1K
|
24.3K
$2.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.08K- 14.92% |
$57K - $63.6K
|
6.14K
$537K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.08K- 28.95% |
$57.5K - $64.1K
|
2.66K
$233K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.1KClosed |
$58K - $64.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 11.21% |
$58.1K - $64.8K
|
8.68K
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.11K- 12.46% |
$58.8K - $65.6K
|
7.79K
$681K
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
SELL
|
- |
-1.14K- 5.81% |
$60.3K - $67.2K
|
18.4K
$1.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.15K- 11.35% |
$60.7K - $67.7K
|
8.95K
$783K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.15K- 11.73% |
$60.9K - $67.9K
|
8.64K
$756K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-1.18K- 1.34% |
$62.8K - $70K
|
87.4K
$7.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.21K- 3.77% |
$64.4K - $71.8K
|
31K
$2.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.22K- 7.87% |
$64.7K - $72.2K
|
14.3K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.24K- 8.18% |
$65.7K - $73.3K
|
13.9K
$1.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.25K- 2.0% |
$66.3K - $73.9K
|
61.3K
$5.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.27K- 77.55% |
$67.2K - $75K
|
367
$32.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.28K- 5.04% |
$67.6K - $75.4K
|
24K
$2.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.28KClosed |
$67.7K - $75.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.29K- 0.78% |
$68.2K - $76.1K
|
163K
$14.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 72.22% |
$68.9K - $76.9K
|
500
$43.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.37K- 3.31% |
$72.6K - $81K
|
40.1K
$3.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.42K- 28.26% |
$75.3K - $84K
|
3.61K
$316K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.46K- 14.47% |
$77.3K - $86.2K
|
8.62K
$754K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.47K- 0.86% |
$77.8K - $86.8K
|
169K
$14.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.5K- 22.95% |
$79.3K - $88.5K
|
5.02K
$439K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.5K- 24.26% |
$79.4K - $88.6K
|
4.68K
$409K
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.52K- 2.32% |
$80.6K - $89.9K
|
64.1K
$5.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-1.52K- 3.81% |
$80.7K - $90.1K
|
38.5K
$3.37M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-1.53K- 2.35% |
$81.1K - $90.5K
|
63.4K
$5.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.55K- 7.21% |
$82.1K - $91.5K
|
19.9K
$1.74M
|