Purchases and Sales Made in Q1 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.05K+ 64.49% |
$232K - $319K
|
10.3K
$870K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.05K+ 62.25% |
$232K - $319K
|
10.6K
$889K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.04KNew |
$231K - $318K
|
4.04K
$340K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.04KNew |
$231K - $318K
|
4.04K
$340K
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.04KNew |
$231K - $318K
|
4.04K
$340K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.03K+ 25.43% |
$230K - $317K
|
19.9K
$1.67M
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.98KNew |
$228K - $313K
|
3.98K
$335K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.96K+ 11.87% |
$226K - $312K
|
37.3K
$3.14M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.93K+ 21.95% |
$225K - $309K
|
21.8K
$1.84M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.92KNew |
$224K - $309K
|
3.92K
$330K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.9K+ 47.98% |
$223K - $307K
|
12K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.88K+ 795.69% |
$222K - $305K
|
4.36K
$367K
|
|
|
May 13, 2022
Q1 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.8KNew |
$217K - $299K
|
3.8K
$320K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.77KNew |
$216K - $297K
|
3.77K
$317K
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
3.75KNew |
$214K - $295K
|
3.75K
$315K
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
BUY
|
- |
3.69KNew |
$211K - $291K
|
3.69K
$311K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
3.68KNew |
$211K - $290K
|
3.68K
$310K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3.64KNew |
$208K - $287K
|
3.64K
$306K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.57KNew |
$204K - $281K
|
3.57K
$301K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.57K+ 90.56% |
$204K - $281K
|
7.51K
$632K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.56K+ 8907.5% |
$204K - $281K
|
3.6K
$303K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.55KNew |
$203K - $280K
|
3.55K
$299K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.55KNew |
$203K - $279K
|
3.55K
$299K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
3.51KNew |
$201K - $276K
|
3.51K
$295K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.5KNew |
$200K - $276K
|
3.5K
$295K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.48KNew |
$199K - $274K
|
3.48K
$293K
|
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.48KNew |
$199K - $274K
|
3.48K
$292K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
3.42K+ 66.93% |
$195K - $269K
|
8.52K
$717K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.41KNew |
$195K - $269K
|
3.41K
$287K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.41KNew |
$195K - $269K
|
3.41K
$287K
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.41KNew |
$195K - $268K
|
3.41K
$287K
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
3.4KNew |
$195K - $268K
|
3.4K
$286K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.39KNew |
$194K - $267K
|
3.39K
$286K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.39KNew |
$194K - $267K
|
3.39K
$285K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
3.39K+ 27.34% |
$194K - $267K
|
15.8K
$1.33M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3.38KNew |
$193K - $266K
|
3.38K
$284K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.36K+ 34.45% |
$192K - $265K
|
13.1K
$1.1M
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.35KNew |
$192K - $264K
|
3.35K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.33K+ 20.6% |
$191K - $262K
|
19.5K
$1.64M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.32KNew |
$190K - $262K
|
3.32K
$280K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.32K+ 25.54% |
$190K - $262K
|
16.3K
$1.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.29KNew |
$188K - $259K
|
3.29K
$277K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
3.27KNew |
$187K - $258K
|
3.27K
$275K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.27K+ 1.21% |
$187K - $257K
|
274K
$23M
|
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
3.25KNew |
$186K - $256K
|
3.25K
$274K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$186K - $256K
|
3.25K
$273K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.25K+ 30.33% |
$186K - $256K
|
13.9K
$1.17M
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.24KNew |
$185K - $255K
|
3.24K
$273K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.23K+ 13.97% |
$185K - $254K
|
26.3K
$2.22M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
3.21KNew |
$184K - $253K
|
3.21K
$270K
|