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 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.65K- 18.98% |
$94.2K - $130K
|
7.03K
$592K
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.66K- 23.51% |
$95K - $131K
|
5.4K
$455K
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.67K- 2.64% |
$95.8K - $132K
|
61.8K
$5.2M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.68K- 1.19% |
$96.2K - $132K
|
140K
$11.7M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.7K- 39.91% |
$97.3K - $134K
|
2.56K
$215K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 5.71% |
$97.7K - $134K
|
28.2K
$2.37M
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-1.73K- 25.03% |
$98.8K - $136K
|
5.17K
$435K
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
SELL
|
- |
-1.75K- 35.0% |
$100K - $138K
|
3.25K
$274K
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 1.3% |
$101K - $139K
|
134K
$11.3M
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 0.68% |
$101K - $139K
|
260K
$21.9M
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.78K- 14.08% |
$102K - $140K
|
10.8K
$912K
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.78K- 33.34% |
$102K - $140K
|
3.56K
$299K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.79K- 52.96% |
$102K - $141K
|
1.59K
$134K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1.8K- 48.03% |
$103K - $142K
|
1.95K
$164K
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-1.8K- 20.22% |
$103K - $142K
|
7.1K
$598K
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.82K- 34.75% |
$104K - $143K
|
3.41K
$287K
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.83K- 10.89% |
$105K - $144K
|
15K
$1.26M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.84K- 24.32% |
$106K - $145K
|
5.74K
$483K
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.85K- 4.63% |
$106K - $146K
|
38.2K
$3.22M
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.87K- 1.43% |
$107K - $147K
|
129K
$10.9M
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.87K- 5.16% |
$107K - $147K
|
34.4K
$2.89M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.88K- 10.12% |
$107K - $148K
|
16.7K
$1.4M
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.88K- 24.6% |
$108K - $148K
|
5.77K
$485K
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.89KClosed |
$108K - $149K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.89K- 13.11% |
$108K - $149K
|
12.6K
$1.06M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.93K- 22.89% |
$110K - $152K
|
6.5K
$547K
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.95K- 27.14% |
$112K - $154K
|
5.24K
$441K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.95K- 12.88% |
$112K - $154K
|
13.2K
$1.11M
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.98K- 34.21% |
$113K - $156K
|
3.81K
$321K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.01K- 3.89% |
$115K - $159K
|
49.8K
$4.19M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.02KClosed |
$116K - $159K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-2.02K- 74.81% |
$116K - $159K
|
680
$57.2K
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-2.04K- 9.11% |
$117K - $161K
|
20.4K
$1.71M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.05K- 15.98% |
$117K - $161K
|
10.8K
$907K
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-2.08K- 4.02% |
$119K - $164K
|
49.6K
$4.18M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.08K- 5.59% |
$119K - $164K
|
35.2K
$2.96M
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.16K- 10.98% |
$124K - $170K
|
17.5K
$1.48M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.18K- 9.12% |
$125K - $172K
|
21.7K
$1.83M
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.19K- 16.18% |
$125K - $172K
|
11.3K
$953K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.24K- 33.08% |
$128K - $176K
|
4.53K
$381K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.29KClosed |
$131K - $180K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-2.3K- 0.08% |
$132K - $181K
|
2.82M
$237M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.31K- 3.87% |
$132K - $182K
|
57.4K
$4.83M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.32KClosed |
$133K - $183K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.36K- 9.3% |
$135K - $186K
|
23.1K
$1.94M
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-2.4K- 11.28% |
$137K - $189K
|
18.9K
$1.59M
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.41K- 36.04% |
$138K - $190K
|
4.27K
$359K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.44K- 4.23% |
$139K - $192K
|
55.1K
$4.64M
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.47K- 27.38% |
$141K - $194K
|
6.54K
$550K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.49K- 9.71% |
$142K - $196K
|
23.1K
$1.95M
|