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
Concorde Asset Management, LLC

SELL
 -
-8.51K
- 60.73%
$487K - $670K
5.51K $463K
May 05, 2022 Q1 2022
Atlantic Private Wealth, LLC

SELL
 -
-8.61K
- 12.28%
$493K - $678K
61.5K $5.17M
May 11, 2022 Q1 2022
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-8.88K
- 5.44%
$508K - $700K
154K $13M
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

SELL
 -
-9.07K
- 21.16%
$519K - $714K
33.8K $2.84M
May 16, 2022 Q1 2022
Benchmark Investment Advisors LLC

Chicago, IL
SELL
 -
-9.18K
- 55.57%
$525K - $723K
7.34K $618K
May 27, 2022 Q1 2022
Garde Capital, Inc.

Seattle, WA
SELL
 -
-9.34K
- 10.11%
$535K - $736K
83.1K $6.99M
May 09, 2022 Q1 2022
J.Safra Asset Management Corp

SELL
 -
-9.4K
- 36.01%
$538K - $740K
16.7K $1.41M
May 13, 2022 Q1 2022
Epiq Capital Group, LLC

San Francisco, CA
SELL
 -
-9.43K
Closed
$539K - $742K
0 $0
May 16, 2022 Q1 2022
Janus Henderson Group PLC

London, X0
SELL
 -
-9.56K
- 9.11%
$547K - $753K
95.4K $8.03M
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-9.78K
- 0.24%
$560K - $770K
4.09M $344M
May 06, 2022 Q1 2022
Biltmore Wealth Management, LLC

SELL
 -
-9.91K
- 6.72%
$567K - $781K
138K $11.6M
Apr 29, 2022 Q1 2022
Oldfather Financial Services, LLC

SELL
 -
-10.3K
- 47.55%
$587K - $807K
11.3K $952K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-10.4K
- 18.63%
$593K - $817K
45.3K $3.81M
May 13, 2022 Q1 2022
Udine Wealth Management, Inc.

SELL
 -
-10.7K
Closed
$612K - $843K
0 $0
May 11, 2022 Q1 2022
Neirg Wealth Management, LLC

SELL
 -
-10.8K
- 4.95%
$619K - $852K
208K $17.5M
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-10.8K
- 31.21%
$620K - $853K
23.9K $2.01M
May 10, 2022 Q1 2022
Cumberland Partners LTD

Toronto, A6
SELL
 -
-11K
Closed
$629K - $866K
0 $0
May 03, 2022 Q1 2022
Bray Capital Advisors

SELL
 -
-11K
- 19.42%
$630K - $867K
45.7K $3.84M
Apr 27, 2022 Q1 2022
Fortem Financial Group, LLC

SELL
 -
-11K
- 73.52%
$630K - $867K
3.97K $334K
May 06, 2022 Q1 2022
Grimes & Company, Inc.

SELL
 -
-11.1K
- 24.99%
$634K - $872K
33.2K $2.8M
Apr 25, 2022 Q1 2022
Transform Wealth, LLC

SELL
 -
-11.1K
- 57.3%
$635K - $874K
8.28K $697K
May 10, 2022 Q1 2022
Swan Global Investments, LLC

Durango, CO
SELL
 -
-11.2K
- 1.97%
$638K - $878K
556K $46.8M
Apr 20, 2022 Q1 2022
Bullseye Investment Management, LLC

SELL
 -
-11.2K
- 13.15%
$643K - $885K
74.3K $6.25M
Apr 18, 2022 Q1 2022
Hollencrest Capital Management

SELL
 -
-11.3K
Closed
$645K - $887K
0 $0
May 03, 2022 Q1 2022
Stack Financial Management, Inc

SELL
 -
-11.5K
Closed
$658K - $905K
0 $0
Apr 08, 2022 Q1 2022
Enterprise Trust & Investment CO

SELL
 -
-11.5K
- 13.16%
$658K - $906K
75.9K $6.39M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-11.5K
- 9.04%
$659K - $908K
116K $9.77M
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-11.5K
- 8.42%
$660K - $908K
126K $10.6M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

SELL
 -
-11.6K
- 20.51%
$664K - $914K
45K $3.79M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-11.7K
- 32.54%
$671K - $924K
24.3K $2.05M
May 02, 2022 Q1 2022
Davenport & CO LLC

SELL
 -
-11.7K
- 15.11%
$672K - $925K
66K $5.55M
Apr 25, 2022 Q1 2022
Aries Wealth Management

SELL
 -
-11.8K
Closed
$673K - $926K
0 $0
May 13, 2022 Q1 2022
Global Endowment Management, LP

Charlotte, NC
SELL
 -
-11.9K
- 44.2%
$680K - $936K
15K $1.26M
Apr 25, 2022 Q1 2022
Center Star Asset Management, LLC

SELL
 -
-12.2K
- 65.17%
$696K - $958K
6.5K $547K
Apr 27, 2022 Q1 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-12.2K
- 20.21%
$698K - $960K
48.1K $4.05M
Apr 18, 2022 Q1 2022
Rockland Trust CO

SELL
 -
-12.5K
- 21.12%
$715K - $985K
46.7K $3.93M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-12.5K
- 32.96%
$717K - $987K
25.5K $2.15M
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-12.6K
- 6.37%
$722K - $994K
185K $15.6M
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-12.8K
Closed
$735K - $1.01M
0 $0
Jun 01, 2022 Q1 2022
Astoria Portfolio Advisors Llc.

SELL
 -
-12.9K
- 78.97%
$741K - $1.02M
3.45K $290K
May 05, 2022 Q1 2022
Falcon Wealth Planning

SELL
 -
-13K
- 10.67%
$743K - $1.02M
109K $9.16M
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-13.4K
Closed
$767K - $1.06M
0 $0
May 16, 2022 Q1 2022
Marshall Wace, LLP

London, X0
SELL
 -
-13.5K
- 49.35%
$775K - $1.07M
13.9K $1.17M
May 11, 2022 Q1 2022
Joseph Group Capital Management

Columbus, OH
SELL
 -
-13.7K
- 16.81%
$785K - $1.08M
67.9K $5.71M
May 16, 2022 Q1 2022
Johns Hopkins University

Baltimore, MD
SELL
 -
-13.9K
- 5.47%
$796K - $1.1M
240K $20.2M
May 20, 2022 Q1 2022
Simplicity Wealth,Llc

SELL
 -
-14.2K
- 64.56%
$815K - $1.12M
7.82K $658K
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

SELL
 -
-14.4K
- 25.28%
$822K - $1.13M
42.4K $3.57M
Apr 19, 2022 Q1 2022
Security Financial Services, Inc.

SELL
 -
-14.5K
- 20.21%
$829K - $1.14M
57.2K $4.81M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-14.6K
- 13.66%
$833K - $1.15M
92K $7.74M

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