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 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2K+ 22.18% |
$114K - $157K
|
11K
$926K
|
|
|
May 16, 2022
Q1 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.99K+ 11.02% |
$114K - $156K
|
20K
$1.68M
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.96K+ 14.26% |
$112K - $154K
|
15.7K
$1.32M
|
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.95K+ 5.9% |
$112K - $154K
|
35K
$2.95M
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.93K+ 482.75% |
$110K - $152K
|
2.33K
$196K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.92K+ 52.63% |
$110K - $151K
|
5.58K
$469K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.91KNew |
$109K - $150K
|
1.91K
$161K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
1.91K+ 1.08% |
$109K - $150K
|
179K
$15.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.9K+ 84.06% |
$109K - $150K
|
4.16K
$350K
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 3.05% |
$108K - $149K
|
63.7K
$5.37M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.88K+ 42.18% |
$108K - $148K
|
6.34K
$533K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1.87K+ 212.36% |
$107K - $147K
|
2.76K
$232K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.86K+ 1.32% |
$107K - $147K
|
143K
$12M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.82K+ 7.29% |
$104K - $143K
|
26.7K
$2.25M
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.76K+ 20.75% |
$101K - $138K
|
10.2K
$861K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.73K+ 29.88% |
$98.9K - $136K
|
7.52K
$633K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.73K+ 1.49% |
$98.7K - $136K
|
118K
$9.91M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.71K+ 22.2% |
$98K - $135K
|
9.43K
$794K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.69KNew |
$96.6K - $133K
|
1.69K
$142K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
1.66K+ 17.06% |
$94.8K - $130K
|
11.4K
$957K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.64K+ 24.63% |
$93.6K - $129K
|
8.28K
$697K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1.64KNew |
$93.6K - $129K
|
1.64K
$138K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.63KNew |
$93.2K - $128K
|
1.63K
$137K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.6K+ 1600.0% |
$91.6K - $126K
|
1.7K
$143K
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.59K+ 9.65% |
$90.8K - $125K
|
18K
$1.52M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.58K+ 15.0% |
$90.5K - $125K
|
12.1K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 13.19% |
$87.6K - $121K
|
13.1K
$1.11M
|
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.51K+ 1.58% |
$86.5K - $119K
|
97.1K
$8.17M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 164.74% |
$86.3K - $119K
|
2.43K
$204K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.51K+ 10.38% |
$86.1K - $119K
|
16K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.45K+ 3.68% |
$82.7K - $114K
|
40.7K
$3.43M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.44K+ 117.71% |
$82.5K - $114K
|
2.67K
$224K
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.43K+ 14.26% |
$81.5K - $112K
|
11.4K
$961K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.42KNew |
$81K - $112K
|
1.42K
$119K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.39K+ 1.5% |
$79.4K - $109K
|
93.8K
$7.9M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$76.8K - $106K
|
1.34K
$113K
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
1.34K+ 15.31% |
$76.7K - $106K
|
10.1K
$850K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.34K+ 3.16% |
$76.6K - $105K
|
43.6K
$3.67M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.33K+ 7.81% |
$75.8K - $104K
|
18.3K
$1.54M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.31K+ 6.11% |
$74.7K - $103K
|
22.7K
$1.91M
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.3KNew |
$74.1K - $102K
|
1.3K
$109K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.29K+ 3.9% |
$74K - $102K
|
34.4K
$2.9M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.28K+ 16.85% |
$73K - $100K
|
8.84K
$744K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.27K+ 295.8% |
$72.6K - $99.9K
|
1.7K
$143K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.26K+ 40.27% |
$72.1K - $99.2K
|
4.39K
$369K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.26K+ 7.99% |
$71.9K - $99K
|
17K
$1.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.23K+ 4.81% |
$70.4K - $96.9K
|
26.8K
$2.26M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 4.32% |
$69.6K - $95.8K
|
29.4K
$2.47M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 36.95% |
$68.7K - $94.6K
|
4.45K
$375K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1.2K+ 13.09% |
$68.7K - $94.5K
|
10.4K
$872K
|