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 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.2K+ 68.11% |
$222K - $248K
|
10.4K
$906K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.19KNew |
$222K - $248K
|
4.19K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.19KNew |
$222K - $248K
|
4.19K
$367K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.19KNew |
$222K - $248K
|
4.19K
$367K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.18K+ 3.46% |
$222K - $247K
|
125K
$10.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$221K - $247K
|
4.18K
$365K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.16K+ 59.55% |
$221K - $246K
|
11.2K
$976K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.14K+ 14.3% |
$220K - $245K
|
33.1K
$2.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
4.02KNew |
$213K - $238K
|
4.02K
$351K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.02K+ 2.58% |
$213K - $237K
|
159K
$13.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
4.01K+ 796.82% |
$212K - $237K
|
4.51K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.98K+ 7.11% |
$211K - $235K
|
60K
$5.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.96KNew |
$210K - $234K
|
3.96K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.95K+ 10.32% |
$210K - $234K
|
42.3K
$3.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
3.92K+ 612.01% |
$208K - $232K
|
4.56K
$399K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.9K+ 85.48% |
$207K - $231K
|
8.47K
$741K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
3.9K+ 10.36% |
$207K - $231K
|
41.5K
$3.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.9K+ 85.83% |
$206K - $230K
|
8.43K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.89KNew |
$206K - $230K
|
3.89K
$340K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.88KNew |
$206K - $230K
|
3.88K
$339K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.84K+ 1.12% |
$204K - $227K
|
347K
$30.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
3.84KNew |
$204K - $227K
|
3.84K
$336K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.83K+ 2.46% |
$203K - $227K
|
160K
$14M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.81K+ 14.92% |
$202K - $225K
|
29.3K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3.8KNew |
$201K - $225K
|
3.8K
$332K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.8KNew |
$201K - $224K
|
3.8K
$332K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.77K+ 3.32% |
$200K - $223K
|
117K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.75K+ 13.24% |
$199K - $222K
|
32.1K
$2.81M
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.75KNew |
$199K - $222K
|
3.75K
$328K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.73K+ 20.01% |
$198K - $220K
|
22.4K
$1.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.72KNew |
$197K - $220K
|
3.72K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
3.7KNew |
$196K - $219K
|
3.7K
$324K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.7K+ 14.25% |
$196K - $219K
|
29.7K
$2.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.68KNew |
$195K - $218K
|
3.68K
$322K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3.66KNew |
$194K - $216K
|
3.66K
$320K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
3.65KNew |
$194K - $216K
|
3.65K
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.63KNew |
$193K - $215K
|
3.63K
$318K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.62KNew |
$192K - $214K
|
3.62K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.61K+ 2.13% |
$191K - $214K
|
173K
$15.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.6KNew |
$191K - $213K
|
3.6K
$315K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$189K - $211K
|
3.57K
$312K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.5K+ 46.67% |
$186K - $207K
|
11K
$962K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.47K+ 4.45% |
$184K - $205K
|
81.6K
$7.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$184K - $205K
|
3.47K
$303K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 5.32% |
$182K - $203K
|
67.8K
$5.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.4K+ 18.21% |
$180K - $201K
|
22K
$1.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
BUY
|
- |
3.32K+ 5.73% |
$176K - $196K
|
61.2K
$5.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.3KNew |
$175K - $195K
|
3.3K
$288K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.22K+ 72.55% |
$171K - $190K
|
7.66K
$670K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.19K+ 40.57% |
$169K - $189K
|
11K
$966K
|