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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
3.2KNew |
$183K - $252K
|
3.2K
$269K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.19K+ 14.32% |
$182K - $251K
|
25.5K
$2.14M
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.19KNew |
$182K - $251K
|
3.19K
$268K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.18K+ 7.98% |
$182K - $251K
|
43.1K
$3.63M
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.18KNew |
$182K - $250K
|
3.18K
$267K
|
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.16K+ 13.73% |
$181K - $249K
|
26.2K
$2.2M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.16KNew |
$181K - $248K
|
3.16K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.14K+ 62.41% |
$180K - $248K
|
8.18K
$688K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.13KNew |
$179K - $247K
|
3.13K
$264K
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.12K+ 14.49% |
$179K - $246K
|
24.7K
$2.08M
|
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.11K+ 1.99% |
$178K - $245K
|
160K
$13.4M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.1KNew |
$177K - $244K
|
3.1K
$261K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.1KNew |
$177K - $244K
|
3.1K
$261K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.1KNew |
$177K - $244K
|
3.1K
$261K
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
3.08KNew |
$176K - $242K
|
3.08K
$259K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
3.07K+ 12.2% |
$176K - $242K
|
28.3K
$2.38M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
3.07KNew |
$175K - $242K
|
3.07K
$258K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.07KNew |
$175K - $241K
|
3.07K
$258K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
3.06K+ 10.16% |
$175K - $241K
|
33.2K
$2.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
3.06KNew |
$175K - $241K
|
3.06K
$258K
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 2.68% |
$174K - $240K
|
117K
$9.81M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.04K+ 42.44% |
$174K - $239K
|
10.2K
$858K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$174K - $239K
|
3.03K
$255K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.03K+ 1.61% |
$173K - $239K
|
191K
$16.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.02KNew |
$173K - $238K
|
3.02K
$255K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
3K+ 55.18% |
$172K - $236K
|
8.44K
$710K
|
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
3KNew |
$172K - $236K
|
3K
$253K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3KNew |
$172K - $236K
|
3K
$253K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3KNew |
$171K - $236K
|
3K
$252K
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3KNew |
$171K - $236K
|
3K
$252K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.97KNew |
$170K - $234K
|
2.97K
$250K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.97KNew |
$170K - $234K
|
2.97K
$250K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97K+ 25.55% |
$170K - $234K
|
14.6K
$1.23M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.93K+ 19.35% |
$167K - $230K
|
18K
$1.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.93KNew |
$167K - $230K
|
2.93K
$246K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
2.91K+ 7.08% |
$166K - $229K
|
43.9K
$3.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
2.9K+ 49.29% |
$166K - $228K
|
8.78K
$739K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
2.9KNew |
$166K - $228K
|
2.9K
$244K
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
2.89K+ 60.57% |
$165K - $228K
|
7.66K
$645K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.89KNew |
$165K - $227K
|
2.89K
$243K
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.88KNew |
$165K - $227K
|
2.88K
$242K
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.87KNew |
$164K - $226K
|
2.87K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.87K+ 79.08% |
$164K - $226K
|
6.49K
$546K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.85KNew |
$163K - $225K
|
2.85K
$240K
|
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.82K+ 12.81% |
$161K - $222K
|
24.8K
$2.09M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.8KNew |
$160K - $221K
|
2.8K
$236K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
2.8KNew |
$160K - $221K
|
2.8K
$236K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.8KNew |
$160K - $221K
|
2.8K
$236K
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.79KNew |
$160K - $220K
|
2.79K
$235K
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.79KNew |
$160K - $220K
|
2.79K
$235K
|