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
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19.4KNew |
$1.03M - $1.15M
|
19.4K
$1.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
19.4KNew |
$1.03M - $1.15M
|
19.4K
$1.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
19.3KNew |
$1.02M - $1.14M
|
19.3K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.2K+ 62.09% |
$1.02M - $1.14M
|
50.2K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
19.2KNew |
$1.02M - $1.14M
|
19.2K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
19.1K+ 14.1% |
$1.01M - $1.13M
|
155K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
18.7KNew |
$992K - $1.11M
|
18.7K
$1.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$990K - $1.1M
|
18.7K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
18.5K+ 80.39% |
$979K - $1.09M
|
41.4K
$3.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18KNew |
$954K - $1.06M
|
18K
$1.57M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
17.9KNew |
$949K - $1.06M
|
17.9K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
17.7K+ 26.22% |
$938K - $1.05M
|
85.2K
$7.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
17.6K+ 40.72% |
$934K - $1.04M
|
60.9K
$5.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
17.3K+ 50.04% |
$916K - $1.02M
|
51.8K
$4.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
17.1KNew |
$906K - $1.01M
|
17.1K
$1.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
16.9K+ 22.3% |
$896K - $1M
|
92.7K
$8.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 16.78% |
$893K - $997K
|
117K
$10.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
16.5KNew |
$876K - $977K
|
16.5K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
16.5KNew |
$875K - $976K
|
16.5K
$1.44M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.4KNew |
$869K - $969K
|
16.4K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$857K - $956K
|
16.2K
$1.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15.9KNew |
$843K - $940K
|
15.9K
$1.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
15.8KNew |
$836K - $933K
|
15.8K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15.8K+ 14.51% |
$835K - $932K
|
124K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
15.6K+ 21.86% |
$825K - $920K
|
86.8K
$7.59M
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.3K+ 19.19% |
$810K - $904K
|
94.9K
$8.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.1K+ 15.41% |
$803K - $896K
|
113K
$9.92M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
15K+ 62.64% |
$796K - $888K
|
39K
$3.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
14.8K+ 14.08% |
$783K - $873K
|
120K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
14.7K+ 44.5% |
$781K - $871K
|
47.8K
$4.18M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
14.4KNew |
$763K - $851K
|
14.4K
$1.26M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 40.61% |
$748K - $834K
|
48.8K
$4.27M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
14K+ 209.27% |
$744K - $830K
|
20.7K
$1.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
13.8KNew |
$733K - $818K
|
13.8K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.4KNew |
$711K - $793K
|
13.4K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
13.4K+ 99.11% |
$709K - $791K
|
26.9K
$2.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.2K+ 97.05% |
$701K - $782K
|
26.8K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.2K+ 10.2% |
$701K - $782K
|
143K
$12.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
13K+ 87.66% |
$689K - $769K
|
27.8K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
12.9K+ 18.79% |
$686K - $765K
|
81.8K
$7.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.9K+ 249.85% |
$683K - $761K
|
18K
$1.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12.7K+ 65.95% |
$672K - $750K
|
31.9K
$2.79M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
12.7KNew |
$672K - $750K
|
12.7K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 37.53% |
$670K - $747K
|
46.3K
$4.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
12.6KNew |
$669K - $746K
|
12.6K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 4.99% |
$647K - $721K
|
257K
$22.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1K+ 3.85% |
$640K - $714K
|
325K
$28.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
12K+ 4.29% |
$638K - $711K
|
293K
$25.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12KNew |
$636K - $710K
|
12K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11.7K+ 20.87% |
$622K - $694K
|
68K
$5.95M
|