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 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.9K+ 10.07% |
$1.54M - $2.12M
|
294K
$24.7M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
26KNew |
$1.49M - $2.05M
|
26K
$2.19M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
25.9KNew |
$1.48M - $2.04M
|
25.9K
$2.18M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.1K+ 45.37% |
$1.44M - $1.98M
|
80.5K
$6.77M
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
25KNew |
$1.43M - $1.97M
|
25K
$2.1M
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
24.9K+ 11.25% |
$1.43M - $1.96M
|
247K
$20.8M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24.8K+ 302.66% |
$1.42M - $1.96M
|
33.1K
$2.78M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
24.5K+ 91.29% |
$1.4M - $1.93M
|
51.4K
$4.33M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
24.5K+ 38.6% |
$1.4M - $1.93M
|
87.9K
$7.4M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24.2K+ 293.36% |
$1.39M - $1.91M
|
32.5K
$2.74M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
24.1K+ 109.5% |
$1.38M - $1.9M
|
46.2K
$3.89M
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
BUY
|
- |
24.1K+ 61.33% |
$1.38M - $1.9M
|
63.3K
$5.33M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
23.7KNew |
$1.36M - $1.87M
|
23.7K
$1.99M
|
|
May 04, 2022
Q1 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
23.3K+ 27.34% |
$1.33M - $1.83M
|
109K
$9.13M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
23.1K+ 43.86% |
$1.32M - $1.82M
|
75.8K
$6.38M
|
|
May 16, 2022
Q1 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
23K+ 38.66% |
$1.32M - $1.81M
|
82.5K
$6.94M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23K+ 28.4% |
$1.31M - $1.81M
|
104K
$8.74M
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
22.7K+ 2471.6% |
$1.3M - $1.79M
|
23.6K
$1.99M
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
22.5KNew |
$1.29M - $1.77M
|
22.5K
$1.89M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.28M - $1.76M
|
22.4K
$1.88M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
22.3K+ 27.28% |
$1.28M - $1.76M
|
104K
$8.76M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
22.3KNew |
$1.27M - $1.75M
|
22.3K
$1.87M
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
22.1KNew |
$1.26M - $1.74M
|
22.1K
$1.86M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
22K+ 32.08% |
$1.26M - $1.74M
|
90.8K
$7.64M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
22K+ 172.96% |
$1.26M - $1.73M
|
34.7K
$2.92M
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
21.6KNew |
$1.23M - $1.7M
|
21.6K
$1.81M
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
BUY
|
- |
21.1K+ 52.24% |
$1.21M - $1.66M
|
61.4K
$5.17M
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
20.6K+ 493.39% |
$1.18M - $1.62M
|
24.8K
$2.09M
|
|
May 06, 2022
Q1 2022
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
- |
20KNew |
$1.14M - $1.58M
|
20K
$1.68M
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
19.7KNew |
$1.13M - $1.55M
|
19.7K
$1.66M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.7K+ 17.71% |
$1.12M - $1.55M
|
131K
$11M
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
19.6K+ 3401.74% |
$1.12M - $1.54M
|
20.2K
$1.7M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.5K+ 93.92% |
$1.12M - $1.54M
|
40.3K
$3.39M
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
19.4K+ 129360.0% |
$1.11M - $1.53M
|
19.4K
$1.63M
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
19.1KNew |
$1.09M - $1.51M
|
19.1K
$1.61M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
19KNew |
$1.09M - $1.5M
|
19K
$1.6M
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
18.8K+ 209.39% |
$1.08M - $1.48M
|
27.8K
$2.34M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 7.4% |
$1.07M - $1.47M
|
271K
$22.8M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18.1K+ 166.2% |
$1.03M - $1.42M
|
28.9K
$2.43M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
18K+ 74845.83% |
$1.03M - $1.41M
|
18K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.8K+ 73.53% |
$1.02M - $1.4M
|
41.9K
$3.53M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.7K+ 225.87% |
$1.01M - $1.4M
|
25.6K
$2.15M
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
17.7KNew |
$1.01M - $1.39M
|
17.7K
$1.49M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
17.3K+ 18.64% |
$989K - $1.36M
|
110K
$9.26M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.2K+ 54.93% |
$985K - $1.36M
|
48.6K
$4.09M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.1K+ 35.74% |
$980K - $1.35M
|
65K
$5.47M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
16.6K+ 19.34% |
$951K - $1.31M
|
103K
$8.63M
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
16.5K+ 127.1% |
$944K - $1.3M
|
29.5K
$2.48M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.4K+ 7.81% |
$937K - $1.29M
|
226K
$19M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.1KNew |
$920K - $1.27M
|
16.1K
$1.35M
|