Purchases and Sales Made in Q2 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9KNew |
$636K - $831K
|
9K
$780K
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.93K+ 176.01% |
$631K - $824K
|
14K
$1.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.83K+ 5485.71% |
$624K - $815K
|
8.99K
$779K
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
8.68K+ 118.26% |
$613K - $801K
|
16K
$1.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.68K+ 221.3% |
$613K - $801K
|
12.6K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.67K+ 14.44% |
$613K - $800K
|
68.7K
$5.96M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.67K+ 12.39% |
$613K - $800K
|
78.6K
$6.82M
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
8.64KNew |
$610K - $797K
|
8.64K
$748K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.45K+ 81.13% |
$597K - $780K
|
18.9K
$1.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.43K+ 51.48% |
$596K - $778K
|
24.8K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
8.35K+ 19.7% |
$590K - $770K
|
50.7K
$4.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.35KNew |
$590K - $770K
|
8.35K
$723K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.32K+ 68.61% |
$588K - $768K
|
20.5K
$1.77M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.3KNew |
$586K - $766K
|
8.3K
$719K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.28KNew |
$585K - $764K
|
8.28K
$718K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.26K+ 18.89% |
$583K - $762K
|
52K
$4.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
8.25KNew |
$583K - $761K
|
8.25K
$715K
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.25K+ 4.06% |
$583K - $761K
|
211K
$18.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
8.2K+ 307.38% |
$579K - $757K
|
10.9K
$942K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.17K+ 58.92% |
$578K - $754K
|
22K
$1.91M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
7.93K+ 9.82% |
$561K - $732K
|
88.7K
$7.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
7.92K+ 15.43% |
$560K - $731K
|
59.3K
$5.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.92KNew |
$559K - $730K
|
7.92K
$686K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.89K+ 4.2% |
$557K - $728K
|
196K
$17M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
7.88K+ 25.66% |
$557K - $727K
|
38.6K
$3.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.76K+ 8.16% |
$548K - $716K
|
103K
$8.91M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.69K+ 116.76% |
$544K - $710K
|
14.3K
$1.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
7.64K+ 120.58% |
$540K - $705K
|
14K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.63K+ 21.09% |
$539K - $704K
|
43.8K
$3.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
7.58KNew |
$535K - $699K
|
7.58K
$657K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.58K+ 52.0% |
$535K - $699K
|
22.2K
$1.92M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.53K+ 2.26% |
$532K - $695K
|
342K
$29.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
7.49K+ 57.95% |
$529K - $691K
|
20.4K
$1.77M
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7.38K+ 52.93% |
$522K - $681K
|
21.3K
$1.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.34KNew |
$519K - $678K
|
7.34K
$636K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
7.34KNew |
$519K - $678K
|
7.34K
$636K
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
7.3K+ 11.61% |
$516K - $674K
|
70.2K
$6.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
7.27K+ 52.91% |
$514K - $671K
|
21K
$1.82M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.22K+ 127.16% |
$510K - $666K
|
12.9K
$1.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.21K+ 53.48% |
$509K - $665K
|
20.7K
$1.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.16K+ 110.37% |
$506K - $661K
|
13.6K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.9K+ 60.68% |
$487K - $637K
|
18.3K
$1.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
6.85K+ 4.57% |
$484K - $632K
|
157K
$13.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.81K+ 12.07% |
$481K - $628K
|
63.2K
$5.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
6.8KNew |
$480K - $627K
|
6.8K
$589K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.76K+ 10.14% |
$478K - $624K
|
73.5K
$6.37M
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6.67K+ 7.11% |
$471K - $615K
|
100K
$8.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Tuttle Capital Management, LLC
|
BUY
|
- |
6.58KNew |
$465K - $607K
|
6.58K
$570K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.51K+ 39.07% |
$460K - $600K
|
23.2K
$2.01M
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.34K+ 8.09% |
$448K - $585K
|
84.7K
$7.34M
|