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 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-1.56K- 7.65% |
$82.4K - $92K
|
18.8K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.59K- 2.55% |
$84.4K - $94.2K
|
61K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 2.01% |
$84.5K - $94.3K
|
77.9K
$6.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.61K- 6.34% |
$85.3K - $95.2K
|
23.8K
$2.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.62K- 8.53% |
$85.7K - $95.6K
|
17.3K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.7K- 2.41% |
$90.2K - $101K
|
69K
$6.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.77K- 30.35% |
$93.6K - $104K
|
4.05K
$354K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.77K- 1.98% |
$93.8K - $105K
|
87.4K
$7.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Saltoro Capital, LP
Dallas, TX |
SELL
|
- |
-1.8KClosed |
$95.4K - $106K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-1.84K- 1.83% |
$97.5K - $109K
|
98.9K
$8.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.88KClosed |
$99.7K - $111K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.9K- 18.42% |
$101K - $112K
|
8.4K
$735K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.93K- 7.98% |
$102K - $114K
|
22.2K
$1.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-1.95K- 1.81% |
$103K - $115K
|
106K
$9.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.97K- 21.29% |
$105K - $117K
|
7.3K
$639K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.97K- 7.05% |
$105K - $117K
|
26K
$2.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.98K- 14.3% |
$105K - $117K
|
11.8K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2K- 38.95% |
$106K - $118K
|
3.13K
$274K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-2KClosed |
$106K - $118K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-2.04K- 23.52% |
$108K - $121K
|
6.64K
$580K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.1KClosed |
$111K - $124K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.11K- 22.51% |
$112K - $125K
|
7.25K
$634K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.17K- 5.18% |
$115K - $128K
|
39.7K
$3.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.2K- 23.68% |
$116K - $130K
|
7.08K
$619K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-2.2KClosed |
$117K - $130K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-2.24K- 10.0% |
$119K - $133K
|
20.2K
$1.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.27KClosed |
$120K - $134K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.28K- 1.07% |
$121K - $135K
|
211K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.3K- 19.09% |
$122K - $136K
|
9.75K
$853K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.34K- 8.01% |
$124K - $139K
|
26.9K
$2.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.37K- 4.7% |
$125K - $140K
|
47.9K
$4.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.39K- 25.05% |
$127K - $141K
|
7.14K
$625K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.4K- 9.76% |
$127K - $142K
|
22.2K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.43K- 8.92% |
$129K - $144K
|
24.8K
$2.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.43K- 1.21% |
$129K - $144K
|
198K
$17.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.45K- 8.84% |
$130K - $145K
|
25.3K
$2.21M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.45K- 8.84% |
$130K - $145K
|
25.3K
$2.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-2.47K- 23.0% |
$131K - $146K
|
8.28K
$724K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.61K- 14.14% |
$138K - $154K
|
15.8K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.63K- 15.15% |
$139K - $155K
|
14.7K
$1.29M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.63K- 9.45% |
$139K - $156K
|
25.2K
$2.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 40.26% |
$140K - $156K
|
3.93K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.65K- 9.74% |
$140K - $157K
|
24.6K
$2.15M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.7K- 20.36% |
$143K - $160K
|
10.6K
$925K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.83K- 26.98% |
$150K - $167K
|
7.65K
$669K
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.93K- 99.49% |
$156K - $174K
|
15
$1.31K
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.94K- 27.86% |
$156K - $174K
|
7.63K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.96K- 22.75% |
$157K - $175K
|
10K
$879K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-3.05K- 2.2% |
$162K - $180K
|
135K
$11.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-3.24K- 2.93% |
$171K - $191K
|
107K
$9.37M
|