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
|
Capital Market Strategies LLC
|
BUY
|
- |
2.78K+ 31.65% |
$159K - $219K
|
11.6K
$975K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.77K+ 31.84% |
$158K - $218K
|
11.5K
$964K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.76KNew |
$158K - $217K
|
2.76K
$232K
|
|
|
May 06, 2022
Q1 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.75KNew |
$157K - $217K
|
2.75K
$231K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
2.73KNew |
$156K - $215K
|
2.73K
$230K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.73KNew |
$156K - $215K
|
2.73K
$230K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.72KNew |
$156K - $214K
|
2.72K
$229K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.72K+ 8.68% |
$156K - $214K
|
34K
$2.86M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.72KNew |
$156K - $214K
|
2.72K
$229K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.71K+ 25.64% |
$155K - $213K
|
13.3K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
2.7KNew |
$154K - $213K
|
2.7K
$227K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.7KNew |
$154K - $212K
|
2.7K
$227K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
2.68K+ 12.37% |
$153K - $211K
|
24.3K
$2.05M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.67KNew |
$153K - $210K
|
2.67K
$225K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
2.66K+ 22.33% |
$152K - $210K
|
14.6K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.65KNew |
$152K - $209K
|
2.65K
$223K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.65KNew |
$152K - $209K
|
2.65K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
2.64KNew |
$151K - $208K
|
2.64K
$223K
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.64K+ 2.06% |
$151K - $208K
|
131K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.64KNew |
$151K - $208K
|
2.64K
$222K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.63K+ 6.17% |
$151K - $207K
|
45.3K
$3.81M
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
2.63K+ 28.66% |
$150K - $207K
|
11.8K
$993K
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.63KNew |
$150K - $207K
|
2.63K
$221K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.62KNew |
$150K - $206K
|
2.62K
$221K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.62K+ 2.03% |
$150K - $206K
|
132K
$11.1M
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
2.6K+ 36.93% |
$149K - $205K
|
9.66K
$813K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.6K+ 7428.57% |
$149K - $205K
|
2.64K
$222K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.55K+ 25.15% |
$146K - $200K
|
12.7K
$1.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.5K+ 34.23% |
$143K - $197K
|
9.8K
$825K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.48K+ 14.08% |
$142K - $196K
|
20.1K
$1.69M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.48KNew |
$142K - $195K
|
2.48K
$208K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
2.39K+ 37.4% |
$137K - $188K
|
8.79K
$740K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.37K+ 0.55% |
$135K - $186K
|
435K
$36.6M
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.32K+ 5.22% |
$133K - $183K
|
46.8K
$3.94M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 17.27% |
$131K - $180K
|
15.5K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.27K+ 36.8% |
$130K - $179K
|
8.45K
$711K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.27K+ 13.59% |
$130K - $179K
|
19K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.2K+ 320.58% |
$126K - $173K
|
2.88K
$242K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.19K+ 38.84% |
$125K - $172K
|
7.82K
$658K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.18KNew |
$125K - $172K
|
2.18K
$183K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 2.54% |
$122K - $168K
|
86K
$7.24M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 6.84% |
$122K - $168K
|
33.2K
$2.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
2.12K+ 1.65% |
$122K - $167K
|
131K
$11M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.12K+ 3.91% |
$121K - $167K
|
56.4K
$4.75M
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.11K+ 3.83% |
$121K - $166K
|
57.2K
$4.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.1K+ 11.46% |
$120K - $165K
|
20.4K
$1.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
2.08K+ 19.73% |
$119K - $164K
|
12.6K
$1.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.06K+ 47.57% |
$118K - $162K
|
6.4K
$538K
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.05K+ 26.47% |
$118K - $162K
|
9.81K
$826K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.03K+ 11.21% |
$116K - $160K
|
20.2K
$1.7M
|