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 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-448- 2.11% |
$25.6K - $35.3K
|
20.7K
$1.75M
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-475Closed |
$27.2K - $37.4K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-488- 2.48% |
$27.9K - $38.4K
|
19.2K
$1.62M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-496- 1.26% |
$28.4K - $39.1K
|
38.8K
$3.26M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-498- 2.89% |
$28.5K - $39.2K
|
16.7K
$1.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-499- 5.47% |
$28.6K - $39.3K
|
8.63K
$726K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-500- 45.96% |
$28.6K - $39.4K
|
588
$49.5K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-500- 45.96% |
$28.6K - $39.4K
|
588
$49.5K
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-500Closed |
$28.6K - $39.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-503- 34.03% |
$28.8K - $39.6K
|
975
$82.1K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-514- 0.62% |
$29.4K - $40.5K
|
82.2K
$6.92M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-516- 1.3% |
$29.5K - $40.6K
|
39.2K
$3.3M
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-532- 12.54% |
$30.4K - $41.9K
|
3.71K
$312K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-565- 4.98% |
$32.3K - $44.5K
|
10.8K
$908K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-573Closed |
$32.8K - $45.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-584- 5.66% |
$33.4K - $46K
|
9.74K
$820K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-596- 10.51% |
$34.1K - $46.9K
|
5.08K
$427K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-606- 9.98% |
$34.7K - $47.7K
|
5.47K
$460K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-625Closed |
$35.8K - $49.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-627- 15.42% |
$35.9K - $49.4K
|
3.44K
$289K
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-632- 3.64% |
$36.2K - $49.8K
|
16.7K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-639- 0.85% |
$36.6K - $50.3K
|
74.2K
$6.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-654- 3.59% |
$37.4K - $51.5K
|
17.6K
$1.48M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-660- 2.9% |
$37.8K - $52K
|
22.1K
$1.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-672- 12.82% |
$38.5K - $52.9K
|
4.57K
$384K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-673- 8.89% |
$38.5K - $53K
|
6.89K
$580K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-673- 8.08% |
$38.5K - $53K
|
7.66K
$644K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-674- 3.25% |
$38.6K - $53.1K
|
20.1K
$1.69M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-688Closed |
$39.4K - $54.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-694- 1.75% |
$39.7K - $54.7K
|
39K
$3.28M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-715- 3.62% |
$40.9K - $56.3K
|
19K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-757- 0.95% |
$43.3K - $59.6K
|
78.7K
$6.63M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-765- 55.27% |
$43.8K - $60.2K
|
619
$52.1K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-766- 6.74% |
$43.8K - $60.3K
|
10.6K
$892K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-772- 3.48% |
$44.2K - $60.8K
|
21.4K
$1.8M
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-782- 3.2% |
$44.7K - $61.6K
|
23.7K
$1.99M
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-786- 10.77% |
$45K - $61.9K
|
6.51K
$548K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-789- 5.82% |
$45.1K - $62.1K
|
12.8K
$1.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-799- 4.63% |
$45.7K - $62.9K
|
16.5K
$1.39M
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-800- 14.04% |
$45.8K - $63K
|
4.9K
$412K
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-803- 1.65% |
$45.9K - $63.2K
|
48K
$4.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-808- 95.28% |
$46.2K - $63.6K
|
40
$3.37K
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-808- 2.85% |
$46.2K - $63.6K
|
27.5K
$2.32M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-813- 0.41% |
$46.5K - $64K
|
199K
$16.8M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-827Closed |
$47.3K - $65.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-829- 14.93% |
$47.4K - $65.3K
|
4.72K
$398K
|
|
|
May 04, 2022
Q1 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-842- 4.01% |
$48.2K - $66.3K
|
20.1K
$1.7M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-844- 7.64% |
$48.3K - $66.5K
|
10.2K
$859K
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-857- 1.79% |
$49K - $67.5K
|
47K
$3.95M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-886- 14.43% |
$50.7K - $69.8K
|
5.25K
$442K
|