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 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.3K- 19.56% |
$175K - $195K
|
13.6K
$1.19M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.3K- 13.7% |
$175K - $195K
|
20.8K
$1.82M
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-3.3K- 47.34% |
$175K - $195K
|
3.67K
$321K
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-3.34K- 12.96% |
$177K - $197K
|
22.4K
$1.96M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.37K- 0.15% |
$179K - $199K
|
2.2M
$193M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.41K- 78.84% |
$181K - $202K
|
916
$80.1K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.5K- 18.19% |
$186K - $207K
|
15.7K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.62K- 2.44% |
$192K - $214K
|
145K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.66K- 6.07% |
$194K - $216K
|
56.6K
$4.95M
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.67K- 1.57% |
$194K - $217K
|
229K
$20M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.68K- 1.07% |
$195K - $218K
|
340K
$29.7M
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-3.73K- 14.96% |
$198K - $221K
|
21.2K
$1.85M
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-3.77KClosed |
$200K - $223K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.77K- 38.57% |
$200K - $223K
|
6.01K
$526K
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.84K- 10.4% |
$203K - $227K
|
33.1K
$2.89M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.85K- 6.0% |
$204K - $228K
|
60.3K
$5.28M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.85KClosed |
$204K - $228K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.85K- 7.98% |
$204K - $228K
|
44.4K
$3.89M
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.91K- 86.59% |
$207K - $231K
|
605
$52.9K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-3.91K- 2.95% |
$207K - $231K
|
129K
$11.3M
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.92K- 11.13% |
$208K - $232K
|
31.3K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.96KClosed |
$210K - $234K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.99K- 21.22% |
$212K - $236K
|
14.8K
$1.3M
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.04KClosed |
$214K - $239K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-4.05K- 7.39% |
$215K - $239K
|
50.7K
$4.44M
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-4.05KClosed |
$215K - $240K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-4.07KClosed |
$216K - $241K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.14K- 17.36% |
$219K - $245K
|
19.7K
$1.72M
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.14K- 18.51% |
$219K - $245K
|
18.2K
$1.59M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.15K- 15.99% |
$220K - $245K
|
21.8K
$1.91M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-4.17KClosed |
$221K - $247K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.25KClosed |
$225K - $251K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.28K- 19.6% |
$227K - $253K
|
17.6K
$1.54M
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-4.36KClosed |
$231K - $258K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-4.5K- 14.91% |
$239K - $266K
|
25.7K
$2.25M
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-4.51K- 6.6% |
$239K - $267K
|
63.8K
$5.58M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.55KClosed |
$241K - $269K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.61K- 9.7% |
$244K - $272K
|
42.9K
$3.75M
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4.79KClosed |
$254K - $283K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.86K- 44.03% |
$257K - $287K
|
6.17K
$540K
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-5KClosed |
$265K - $296K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.04K- 22.92% |
$267K - $298K
|
17K
$1.48M
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-5.07K- 5.2% |
$269K - $300K
|
92.4K
$8.08M
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-5.14KClosed |
$272K - $304K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.22K- 5.52% |
$277K - $309K
|
89.3K
$7.81M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.24KClosed |
$278K - $310K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-5.28K- 17.93% |
$280K - $312K
|
24.2K
$2.11M
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-5.29K- 6.06% |
$280K - $313K
|
82K
$7.17M
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.31K- 35.65% |
$281K - $314K
|
9.57K
$837K
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-5.31KClosed |
$281K - $314K
|
0
$0
|