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
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-69.9K- 78.25% |
$4M - $5.5M
|
19.4K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-72K- 66.48% |
$4.12M - $5.67M
|
36.3K
$3.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Pariax, LLC
|
SELL
|
- |
-72.9KClosed |
$4.17M - $5.74M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-75.2KClosed |
$4.3M - $5.92M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-77K- 34.8% |
$4.41M - $6.07M
|
144K
$12.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-77.4KClosed |
$4.43M - $6.1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-79.6K- 24.01% |
$4.55M - $6.27M
|
252K
$21.2M
|
|
|
May 16, 2022
Q1 2022
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-79.7K- 95.5% |
$4.56M - $6.27M
|
3.75K
$316K
|
|
|
May 13, 2022
Q1 2022
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-80KClosed |
$4.58M - $6.3M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-83.8K- 61.06% |
$4.79M - $6.6M
|
53.4K
$4.5M
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-86.3K- 90.88% |
$4.94M - $6.79M
|
8.66K
$729K
|
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-87.4KClosed |
$5M - $6.89M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-88.7K- 5.21% |
$5.07M - $6.98M
|
1.61M
$136M
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-89.6K- 93.96% |
$5.13M - $7.06M
|
5.76K
$485K
|
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
SELL
|
- |
-90.1KClosed |
$5.16M - $7.1M
|
0
$0
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-96.7K- 61.79% |
$5.53M - $7.61M
|
59.8K
$5.03M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-97.7K- 3.13% |
$5.59M - $7.69M
|
3.02M
$255M
|
|
|
May 16, 2022
Q1 2022
|
Oaktop Capital Management Ii, L.P.
Chatham, NJ |
SELL
|
- |
-100KClosed |
$5.72M - $7.88M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-103K- 60.85% |
$5.91M - $8.14M
|
66.5K
$5.6M
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-105K- 23.93% |
$6.01M - $8.27M
|
334K
$28.1M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-108K- 90.03% |
$6.18M - $8.51M
|
12K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-112K- 92.17% |
$6.4M - $8.81M
|
9.5K
$800K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
SELL
|
- |
-112KClosed |
$6.41M - $8.82M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-113K- 4.97% |
$6.46M - $8.9M
|
2.16M
$182M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-114K- 96.37% |
$6.53M - $8.99M
|
4.3K
$362K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-127K- 6.22% |
$7.28M - $10M
|
1.92M
$161M
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-127K- 30.2% |
$7.28M - $10M
|
294K
$24.8M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-129KClosed |
$7.4M - $10.2M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-130K- 38.34% |
$7.46M - $10.3M
|
210K
$17.6M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-133K- 29.51% |
$7.6M - $10.5M
|
317K
$26.7M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-136K- 15.07% |
$7.78M - $10.7M
|
766K
$64.5M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-141K- 86.26% |
$8.08M - $11.1M
|
22.5K
$1.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-147K- 84.16% |
$8.4M - $11.6M
|
27.6K
$2.32M
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-153K- 93.86% |
$8.74M - $12M
|
10K
$841K
|
|
|
May 11, 2022
Q1 2022
|
Iyo Bank, Ltd.
|
SELL
|
- |
-155KClosed |
$8.89M - $12.2M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-156KClosed |
$8.93M - $12.3M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-157K- 98.13% |
$8.96M - $12.3M
|
2.98K
$250K
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-165K- 52.51% |
$9.45M - $13M
|
149K
$12.6M
|
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-170K- 51.25% |
$9.71M - $13.4M
|
161K
$13.6M
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-173K- 91.59% |
$9.9M - $13.6M
|
15.9K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-176KClosed |
$10M - $13.8M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-179K- 59.31% |
$10.2M - $14.1M
|
123K
$10.3M
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-180K- 25.98% |
$10.3M - $14.2M
|
513K
$43.2M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-181K- 1.61% |
$10.4M - $14.3M
|
11M
$929M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-182K- 61.11% |
$10.4M - $14.3M
|
116K
$9.75M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-183KClosed |
$10.5M - $14.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-188KClosed |
$10.7M - $14.8M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-190K- 59.4% |
$10.9M - $15M
|
130K
$10.9M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-208K- 71.17% |
$11.9M - $16.4M
|
84.4K
$7.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-215K- 61.2% |
$12.3M - $16.9M
|
136K
$11.5M
|