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 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14.6K- 75.08% |
$833K - $1.15M
|
4.83K
$407K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-14.9K- 77.43% |
$854K - $1.18M
|
4.35K
$366K
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-15.6K- 98.98% |
$893K - $1.23M
|
161
$13.6K
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-15.8KClosed |
$905K - $1.25M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-16KClosed |
$916K - $1.26M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-16.1K- 51.09% |
$921K - $1.27M
|
15.4K
$1.3M
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-16.3KClosed |
$934K - $1.29M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-16.5K- 8.54% |
$946K - $1.3M
|
177K
$14.9M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-16.7K- 10.76% |
$954K - $1.31M
|
138K
$11.6M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.8K- 22.88% |
$1.02M - $1.4M
|
60.1K
$5.05M
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-18.7K- 5.86% |
$1.07M - $1.47M
|
300K
$25.3M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-19K- 7.52% |
$1.09M - $1.5M
|
234K
$19.7M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-19.3K- 40.37% |
$1.1M - $1.52M
|
28.4K
$2.39M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.3K- 40.32% |
$1.1M - $1.52M
|
28.6K
$2.41M
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-19.5K- 86.58% |
$1.12M - $1.54M
|
3.03K
$255K
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-19.7K- 21.28% |
$1.13M - $1.55M
|
72.8K
$6.13M
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-19.8K- 53.38% |
$1.13M - $1.56M
|
17.3K
$1.45M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-19.8K- 34.01% |
$1.14M - $1.56M
|
38.5K
$3.24M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20.1K- 54.36% |
$1.15M - $1.58M
|
16.9K
$1.42M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-20.2K- 65.2% |
$1.16M - $1.59M
|
10.8K
$908K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-20.3K- 3.77% |
$1.16M - $1.6M
|
518K
$43.6M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20.8K- 59.84% |
$1.19M - $1.64M
|
14K
$1.18M
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-21.2K- 65.05% |
$1.21M - $1.67M
|
11.4K
$959K
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-21.3KClosed |
$1.22M - $1.68M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.4K- 27.97% |
$1.22M - $1.68M
|
55.1K
$4.64M
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-21.8KClosed |
$1.25M - $1.71M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-21.9K- 20.52% |
$1.25M - $1.72M
|
84.7K
$7.13M
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-21.9K- 17.52% |
$1.25M - $1.72M
|
103K
$8.67M
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-21.9KClosed |
$1.25M - $1.72M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.2K- 45.39% |
$1.27M - $1.75M
|
26.7K
$2.24M
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-22.3K- 32.64% |
$1.28M - $1.76M
|
46K
$3.88M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.7K- 19.36% |
$1.3M - $1.79M
|
94.6K
$7.96M
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-22.8K- 18.65% |
$1.31M - $1.8M
|
99.6K
$8.38M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-23.4K- 23.28% |
$1.34M - $1.84M
|
77K
$6.48M
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-24K- 11.37% |
$1.37M - $1.89M
|
187K
$15.7M
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-24.2KClosed |
$1.38M - $1.9M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-24.2KClosed |
$1.39M - $1.91M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-24.2K- 55.11% |
$1.39M - $1.91M
|
19.7K
$1.66M
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-24.4KClosed |
$1.4M - $1.92M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-25KClosed |
$1.43M - $1.97M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-25.7KClosed |
$1.47M - $2.02M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-25.8K- 62.55% |
$1.48M - $2.03M
|
15.5K
$1.3M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-26.2K- 40.36% |
$1.5M - $2.06M
|
38.7K
$3.26M
|
|
Apr 28, 2022
Q1 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-26.3K- 33.72% |
$1.5M - $2.07M
|
51.7K
$4.35M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.3K- 12.43% |
$1.51M - $2.07M
|
185K
$15.6M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-26.4K- 54.36% |
$1.51M - $2.08M
|
22.1K
$1.86M
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-26.8KClosed |
$1.53M - $2.11M
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-26.8K- 34.76% |
$1.53M - $2.11M
|
50.3K
$4.24M
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
SELL
|
- |
-27.5K- 20.27% |
$1.57M - $2.16M
|
108K
$9.09M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-28.4K- 73.73% |
$1.62M - $2.23M
|
10.1K
$851K
|