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 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
46.5K+ 270.0% |
$2.66M - $3.66M
|
63.7K
$5.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 99.35% |
$2.66M - $3.66M
|
93.2K
$7.84M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
46.4KNew |
$2.65M - $3.65M
|
46.4K
$3.9M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
44.3KNew |
$2.54M - $3.49M
|
44.3K
$3.73M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
44.2K+ 57.01% |
$2.53M - $3.48M
|
122K
$10.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
42.4KNew |
$2.43M - $3.34M
|
42.4K
$3.57M
|
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
42.4KNew |
$2.43M - $3.34M
|
42.4K
$3.57M
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
41.9KNew |
$2.4M - $3.3M
|
41.9K
$3.52M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 76.85% |
$2.38M - $3.27M
|
95.6K
$8.04M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
41.1K+ 247.86% |
$2.35M - $3.24M
|
57.7K
$4.85M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
40.7KNew |
$2.33M - $3.21M
|
40.7K
$3.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
40.3KNew |
$2.3M - $3.17M
|
40.3K
$3.39M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
40.1KNew |
$2.3M - $3.16M
|
40.1K
$3.38M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
39.7K+ 21.17% |
$2.27M - $3.13M
|
227K
$19.1M
|
|
|
May 06, 2022
Q1 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
39.7KNew |
$2.27M - $3.13M
|
39.7K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
39.7K+ 27.8% |
$2.27M - $3.13M
|
182K
$15.4M
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
39.3K+ 2.91% |
$2.25M - $3.09M
|
1.39M
$117M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
38.9K+ 662.96% |
$2.22M - $3.06M
|
44.7K
$3.76M
|
|
|
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
38.5K+ 574.06% |
$2.2M - $3.03M
|
45.2K
$3.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36.8K+ 808.44% |
$2.11M - $2.9M
|
41.3K
$3.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
36.4KNew |
$2.09M - $2.87M
|
36.4K
$3.07M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
36.3K+ 81.77% |
$2.08M - $2.86M
|
80.8K
$6.8M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
35.5K+ 750.3% |
$2.03M - $2.8M
|
40.3K
$3.39M
|
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
35.3KNew |
$2.02M - $2.78M
|
35.3K
$2.97M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
34.6K+ 1390.06% |
$1.98M - $2.72M
|
37K
$3.12M
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.4K+ 106.84% |
$1.97M - $2.71M
|
66.7K
$5.61M
|
|
|
May 13, 2022
Q1 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
34.4KNew |
$1.97M - $2.71M
|
34.4K
$2.9M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
34.1K+ 151.37% |
$1.95M - $2.69M
|
56.7K
$4.77M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
33.7K+ 43.82% |
$1.93M - $2.65M
|
110K
$9.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
33.3K+ 91.56% |
$1.91M - $2.62M
|
69.7K
$5.87M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
33.3K+ 19.53% |
$1.91M - $2.62M
|
204K
$17.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.2K+ 496.37% |
$1.84M - $2.53M
|
38.6K
$3.25M
|
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
32.1KNew |
$1.84M - $2.53M
|
32.1K
$2.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
31.9K+ 10.68% |
$1.83M - $2.52M
|
331K
$27.9M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
31.4K+ 97.78% |
$1.79M - $2.47M
|
63.4K
$5.34M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
31.3KNew |
$1.79M - $2.46M
|
31.3K
$2.63M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
31.3K+ 7.76% |
$1.79M - $2.46M
|
434K
$36.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
31.2K+ 108.88% |
$1.79M - $2.46M
|
59.9K
$5.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
31.2K+ 154.53% |
$1.78M - $2.46M
|
51.4K
$4.32M
|
|
|
May 13, 2022
Q1 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
30.5K+ 369.15% |
$1.74M - $2.4M
|
38.7K
$3.26M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
30.3K+ 42.21% |
$1.73M - $2.39M
|
102K
$8.59M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
29.9K+ 17.26% |
$1.71M - $2.35M
|
203K
$17.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
29.4KNew |
$1.68M - $2.32M
|
29.4K
$2.47M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
29.4K+ 377.18% |
$1.68M - $2.31M
|
37.2K
$3.13M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
29.3K+ 275.03% |
$1.68M - $2.31M
|
39.9K
$3.36M
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
28.9K+ 125.93% |
$1.65M - $2.27M
|
51.8K
$4.36M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
28.6K+ 102.79% |
$1.64M - $2.25M
|
56.4K
$4.75M
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
28.3K+ 56.25% |
$1.62M - $2.23M
|
78.6K
$6.61M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
27.6K+ 63.27% |
$1.58M - $2.17M
|
71.2K
$6M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2K+ 7.85% |
$1.56M - $2.15M
|
374K
$31.5M
|