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
May 10, 2022 Q1 2022
Signature Wealth Management Partners, LLC

BUY
 -
7.35K
New
$420K - $578K
7.35K $618K
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
7.26K
+ 88.5%
$416K - $572K
15.5K $1.3M
Apr 26, 2022 Q1 2022
Narwhal Capital Management

BUY
 -
7.25K
+ 161.11%
$415K - $571K
11.8K $989K
May 06, 2022 Q1 2022
First Interstate Bank

Billings, MT
BUY
 -
7.2K
+ 4.26%
$412K - $567K
176K $14.8M
Apr 21, 2022 Q1 2022
Joel Isaacson & Co., LLC

BUY
 -
7.19K
+ 94.39%
$411K - $566K
14.8K $1.25M
Nov 30, 2022 Q1 2022
Family Firm, Inc.

BUY
 -
7.18K
+ 36.17%
$411K - $565K
27K $2.27M
May 04, 2022 Q1 2022
Cavalier Investments, LLC

BUY
 -
7.17K
+ 8.26%
$410K - $565K
93.9K $7.91M
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
7.14K
New
$409K - $563K
7.14K $601K
May 16, 2022 Q1 2022
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
7.13K
+ 12.8%
$408K - $561K
62.9K $5.29M
May 13, 2022 Q1 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
7.1K
+ 9.76%
$406K - $559K
79.8K $6.72M
Apr 12, 2022 Q1 2022
Fortune 45 LLC

BUY
 -
6.97K
+ 54.94%
$399K - $548K
19.6K $1.65M
Apr 28, 2022 Q1 2022
Avitas Wealth Management LLC

BUY
 -
6.88K
New
$394K - $542K
6.88K $579K
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
6.84K
New
$391K - $538K
6.84K $575K
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

BUY
 -
6.8K
+ 22.55%
$389K - $536K
37K $3.11M
May 04, 2022 Q1 2022
Newfound Research LLC

BUY
 -
6.77K
New
$387K - $533K
6.77K $569K
May 16, 2022 Q1 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
6.74K
+ 45.66%
$386K - $531K
21.5K $1.81M
May 16, 2022 Q1 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
6.71K
New
$384K - $528K
6.71K $565K
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
6.66K
+ 11.59%
$381K - $525K
64.1K $5.4M
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
6.63K
+ 8.8%
$379K - $522K
81.9K $6.9M
May 09, 2022 Q1 2022
M&T Bank Corp

BUY
 -
6.61K
+ 15.91%
$378K - $520K
48.2K $4.05M
Apr 19, 2024 Q1 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
6.58K
+ 10.01%
$376K - $518K
72.3K $6.09M
Apr 21, 2022 Q1 2022
Stillwater Capital Advisors, LLC

BUY
 -
6.57K
+ 12.95%
$376K - $517K
57.3K $4.82M
Apr 19, 2022 Q1 2022
Secure Asset Management, LLC

BUY
 -
6.45K
+ 136.12%
$369K - $508K
11.2K $942K
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
6.41K
+ 53.51%
$367K - $505K
18.4K $1.55M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
6.35K
+ 4.77%
$363K - $500K
139K $11.7M
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
6.35K
New
$363K - $500K
6.35K $534K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.35K
+ 17.14%
$363K - $500K
43.4K $3.65M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

BUY
 -
6.32K
+ 6725.53%
$362K - $498K
6.42K $540K
May 16, 2022 Q1 2022
Point72 Europe (London) LLP

London, X0
BUY
 -
6.3K
New
$360K - $496K
6.3K $530K
May 11, 2022 Q1 2022
Redwood Financial Network Corp

BUY
 -
6.18K
New
$354K - $487K
6.18K $520K
Aug 15, 2022 Q1 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
6.13K
New
$351K - $483K
6.13K $516K
May 16, 2022 Q1 2022
Polar Asset Management Partners Inc.

Toronto, A6
BUY
 -
6.07K
New
$347K - $478K
6.07K $511K
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
6.03K
+ 12.01%
$345K - $475K
56.2K $4.73M
May 11, 2022 Q1 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
6.02K
+ 58.14%
$345K - $474K
16.4K $1.38M
Apr 06, 2022 Q1 2022
Advisory Resource Group

BUY
 -
6.01K
+ 16.74%
$344K - $473K
41.9K $3.53M
May 16, 2022 Q1 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
5.96K
+ 67.03%
$341K - $470K
14.9K $1.25M
Apr 28, 2022 Q1 2022
Pittenger & Anderson Inc

BUY
 -
5.95K
+ 4.72%
$340K - $469K
132K $11.1M
May 16, 2022 Q1 2022
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
5.94K
New
$340K - $468K
5.94K $500K
Apr 19, 2022 Q1 2022
Mason & Associates Inc

BUY
 -
5.91K
+ 75.05%
$338K - $465K
13.8K $1.16M
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
BUY
 -
5.83K
New
$333K - $459K
5.83K $490K
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

BUY
 -
5.82K
New
$333K - $458K
5.82K $490K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
5.82K
+ 60.69%
$333K - $458K
15.4K $1.3M
May 04, 2022 Q1 2022
Banque Pictet & Cie Sa

BUY
 -
5.81K
+ 15.6%
$332K - $457K
43K $3.62M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
5.79K
+ 1.22%
$331K - $456K
481K $40.5M
Apr 20, 2022 Q1 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
5.7K
New
$326K - $449K
5.7K $480K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
5.62K
+ 10.09%
$322K - $443K
61.3K $5.16M
Apr 21, 2022 Q1 2022
Lindbrook Capital, LLC

BUY
 -
5.61K
+ 3552.53%
$321K - $442K
5.77K $486K
Apr 14, 2022 Q1 2022
Brown Miller Wealth Management, LLC

BUY
 -
5.57K
New
$319K - $438K
5.57K $469K
May 16, 2022 Q1 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
5.54K
New
$317K - $436K
5.54K $466K

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