Purchases and Sales Made in Q1 2022 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 22, 2022 Q1 2022
Bristlecone Advisors, LLC

BUY
 -
735
+ 13.48%
$42.1K - $57.9K
6.19K $521K
May 16, 2022 Q1 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
723
+ 16.71%
$41.4K - $56.9K
5.05K $425K
May 06, 2022 Q1 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
719
+ 10.95%
$41.1K - $56.6K
7.29K $613K
May 09, 2022 Q1 2022
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
717
+ 3.52%
$41K - $56.5K
21.1K $1.77M
Apr 21, 2022 Q1 2022
Gyroscope Capital Management Group, LLC

BUY
 -
715
+ 3.24%
$40.9K - $56.3K
22.8K $1.91M
Apr 13, 2022 Q1 2022
Bard Financial Services, Inc.

BUY
 -
710
+ 13.4%
$40.6K - $55.9K
6.01K $506K
Apr 18, 2022 Q1 2022
Eagle Capital Management, LLC

BUY
 -
707
+ 4.54%
$40.5K - $55.7K
16.3K $1.37M
May 12, 2022 Q1 2022
Archetype Wealth Partners

Houston, TX
BUY
 -
694
+ 13.68%
$39.7K - $54.7K
5.77K $485K
Apr 28, 2022 Q1 2022
Ballew Advisors, Inc

BUY
 -
668
+ 4.08%
$38.2K - $52.6K
17K $1.43M
May 09, 2022 Q1 2022
Powell Investment Advisors, LLC

BUY
 -
668
+ 8.28%
$38.2K - $52.6K
8.73K $735K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

BUY
 -
649
+ 8.93%
$37.1K - $51.1K
7.92K $666K
May 09, 2022 Q1 2022
One Plus One Wealth Management, LLC

BUY
 -
639
+ 1.14%
$36.6K - $50.3K
56.5K $4.75M
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
620
+ 1.36%
$35.5K - $48.8K
46.2K $3.89M
May 16, 2022 Q1 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
608
+ 6.64%
$34.8K - $47.9K
9.76K $822K
May 05, 2022 Q1 2022
Washington Trust CO

BUY
 -
603
+ 29.2%
$34.5K - $47.5K
2.67K $225K
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
598
New
$34.2K - $47.1K
598 $50.3K
Apr 26, 2022 Q1 2022
Landmark Wealth Management, LLC

BUY
 -
597
New
$34.2K - $47K
597 $50.2K
May 10, 2022 Q1 2022
Advanced Research Investment Solutions, LLC

BUY
 -
596
New
$34.1K - $46.9K
596 $50.2K
May 06, 2022 Q1 2022
Curi Wealth Management, LLC

BUY
 -
596
+ 1986.67%
$34.1K - $46.9K
626 $52.7K
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
592
+ 0.68%
$33.9K - $46.6K
88K $7.41M
May 11, 2022 Q1 2022
Mc Ilrath & Eck, LLC

BUY
 -
578
+ 289.0%
$33.1K - $45.5K
778 $65.5K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
577
New
$33K - $45.4K
577 $48.6K
Apr 20, 2022 Q1 2022
Horrell Capital Management, Inc.

BUY
 -
575
+ 15.56%
$32.9K - $45.3K
4.27K $359K
Apr 08, 2022 Q1 2022
Burns J W & CO Inc

BUY
 -
574
+ 5.85%
$32.8K - $45.2K
10.4K $874K
Apr 22, 2022 Q1 2022
Investment Partners, Ltd.

BUY
 -
559
+ 7.83%
$32K - $44K
7.7K $648K
May 13, 2022 Q1 2022
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
554
+ 2.04%
$31.7K - $43.6K
27.7K $2.34M
Apr 20, 2022 Q1 2022
Investors Asset Management Of Georgia Inc

BUY
 -
546
+ 8.85%
$31.2K - $43K
6.72K $565K
May 04, 2022 Q1 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
546
+ 13650.0%
$31.2K - $43K
550 $46.3K
May 12, 2022 Q1 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
525
+ 7.87%
$30K - $41.3K
7.2K $606K
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
522
+ 6.04%
$29.9K - $41.1K
9.16K $771K
May 02, 2022 Q1 2022
Jfs Wealth Advisors, LLC

BUY
 -
518
+ 4.98%
$29.6K - $40.8K
10.9K $919K
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

BUY
 -
500
+ 102.04%
$28.6K - $39.4K
990 $83.3K
Apr 20, 2022 Q1 2022
American Institute For Advanced Investment Management, LLP

BUY
 -
500
+ 8.35%
$28.6K - $39.4K
6.49K $546K
May 11, 2022 Q1 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
500
+ 256.41%
$28.6K - $39.4K
695 $58.5K
May 16, 2022 Q1 2022
Family Management Corp

New York, NY
BUY
 -
500
New
$28.6K - $39.4K
500 $42.1K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
498
+ 93.43%
$28.5K - $39.2K
1.03K $86.8K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
495
New
$28.3K - $39K
495 $41.7K
May 16, 2022 Q1 2022
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
495
+ 6.36%
$28.3K - $39K
8.28K $697K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
488
+ 1.54%
$27.9K - $38.4K
32.2K $2.71M
Apr 13, 2022 Q1 2022
Webster Bank, N. A.

BUY
 -
486
+ 16.45%
$27.8K - $38.3K
3.44K $290K
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
486
+ 2.07%
$27.8K - $38.3K
24K $2.02M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
486
+ 2.07%
$27.8K - $38.3K
24K $2.02M
Apr 25, 2022 Q1 2022
Plimoth Trust CO LLC

BUY
 -
484
+ 8.56%
$27.7K - $38.1K
6.14K $517K
Apr 20, 2022 Q1 2022
Sigma Investment Counselors Inc

BUY
 -
476
+ 0.98%
$27.2K - $37.5K
48.9K $4.11M
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

BUY
 -
468
+ 1.13%
$26.8K - $36.9K
41.9K $3.53M
May 03, 2022 Q1 2022
Guyasuta Investment Advisors Inc

BUY
 -
464
+ 9.24%
$26.6K - $36.5K
5.48K $462K
May 13, 2022 Q1 2022
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
455
+ 2.48%
$26K - $35.8K
18.8K $1.58M
Apr 28, 2022 Q1 2022
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
451
+ 7.81%
$25.8K - $35.5K
6.23K $524K
May 09, 2022 Q1 2022
First Business Financial Services, Inc.

BUY
 -
450
+ 1.77%
$25.7K - $35.4K
25.9K $2.18M

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