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 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-915- 13.9% |
$52.4K - $72.1K
|
5.67K
$477K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-926- 1.83% |
$53K - $72.9K
|
49.7K
$4.18M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-944- 23.0% |
$54K - $74.3K
|
3.16K
$266K
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-951- 23.68% |
$54.4K - $74.9K
|
3.07K
$258K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-997- 65.25% |
$57K - $78.5K
|
531
$44.7K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-998Closed |
$57.1K - $78.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 4.07% |
$57.2K - $78.8K
|
23.6K
$1.98M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
SELL
|
- |
-1K- 1.05% |
$57.3K - $78.8K
|
93.9K
$7.91M
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.02KClosed |
$58.1K - $80K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 8.77% |
$58.9K - $81K
|
10.7K
$901K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.05K- 5.43% |
$60.3K - $82.9K
|
18.3K
$1.54M
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.06K- 6.8% |
$60.4K - $83.1K
|
14.5K
$1.22M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.06K- 4.2% |
$60.6K - $83.4K
|
24.2K
$2.03M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.07K- 3.45% |
$61K - $83.9K
|
29.9K
$2.51M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.07K- 14.01% |
$61.4K - $84.5K
|
6.59K
$555K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.07K- 20.31% |
$61.5K - $84.6K
|
4.21K
$355K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.09K- 12.6% |
$62.3K - $85.7K
|
7.55K
$635K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.1K- 1.72% |
$62.9K - $86.6K
|
62.7K
$5.28M
|
|
|
May 13, 2022
Q1 2022
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
SELL
|
- |
-1.1KClosed |
$62.9K - $86.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.11K- 15.6% |
$63.5K - $87.3K
|
6K
$505K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.11K- 7.6% |
$63.5K - $87.3K
|
13.5K
$1.13M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.11K- 1.12% |
$63.5K - $87.4K
|
97.8K
$8.23M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.12K- 11.58% |
$64.3K - $88.4K
|
8.57K
$721K
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.13K- 10.62% |
$64.5K - $88.8K
|
9.48K
$798K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.13K- 18.82% |
$64.8K - $89.1K
|
4.88K
$411K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.14K- 42.31% |
$65.2K - $89.7K
|
1.55K
$131K
|
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.15K- 16.18% |
$65.5K - $90.2K
|
5.93K
$499K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-1.15K- 40.35% |
$65.8K - $90.6K
|
1.7K
$143K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.21K- 21.4% |
$69.3K - $95.4K
|
4.45K
$374K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.23K- 12.58% |
$70.3K - $96.7K
|
8.54K
$718K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-1.26K- 6.55% |
$71.9K - $99K
|
17.9K
$1.51M
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.27K- 68.26% |
$72.8K - $100K
|
592
$49.8K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.29K- 1.37% |
$74K - $102K
|
93.4K
$7.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.31K- 11.05% |
$74.9K - $103K
|
10.5K
$887K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.36K- 3.94% |
$77.6K - $107K
|
33.1K
$2.78M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.36K- 13.46% |
$77.7K - $107K
|
8.73K
$735K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.4K- 24.27% |
$79.9K - $110K
|
4.36K
$367K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-1.4K- 2.93% |
$80.3K - $111K
|
46.4K
$3.91M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 3.52% |
$80.6K - $111K
|
38.7K
$3.25M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.42K- 2.09% |
$81.3K - $112K
|
66.6K
$5.61M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.42K- 3.94% |
$81.4K - $112K
|
34.6K
$2.92M
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.47K- 17.81% |
$84.3K - $116K
|
6.8K
$573K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.5KClosed |
$85.8K - $118K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.5K- 33.33% |
$85.8K - $118K
|
3K
$253K
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.55K- 10.78% |
$88.7K - $122K
|
12.8K
$1.08M
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.55K- 8.92% |
$88.7K - $122K
|
15.8K
$1.33M
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.56K- 2.54% |
$89.2K - $123K
|
59.7K
$5.03M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 10.64% |
$92.3K - $127K
|
13.5K
$1.14M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.62K- 3.77% |
$92.6K - $127K
|
41.3K
$3.47M
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 28.43% |
$93.1K - $128K
|
4.1K
$345K
|