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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.31K+ 4.26% |
$234K - $305K
|
81K
$7.02M
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.28KNew |
$232K - $302K
|
3.28K
$284K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.27KNew |
$231K - $302K
|
3.27K
$284K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.22KNew |
$227K - $297K
|
3.22K
$279K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
3.19KNew |
$225K - $294K
|
3.19K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.19KNew |
$225K - $294K
|
3.19K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.17K+ 9.34% |
$224K - $292K
|
37K
$3.21M
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
3.14KNew |
$222K - $290K
|
3.14K
$272K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.1K+ 88.57% |
$219K - $286K
|
6.6K
$572K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
3.1K+ 3.94% |
$219K - $286K
|
81.7K
$7.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.07KNew |
$217K - $283K
|
3.07K
$266K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.05KNew |
$215K - $281K
|
3.05K
$264K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.04K+ 1.73% |
$215K - $281K
|
179K
$15.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.03KNew |
$214K - $280K
|
3.03K
$263K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.03KNew |
$214K - $280K
|
3.03K
$263K
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
3.03KNew |
$214K - $279K
|
3.03K
$262K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.01K+ 521.84% |
$213K - $278K
|
3.59K
$311K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3KNew |
$212K - $277K
|
3K
$260K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.99K+ 14.82% |
$211K - $276K
|
23.2K
$2.01M
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.98KNew |
$211K - $275K
|
2.98K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.97K+ 27.78% |
$210K - $274K
|
13.6K
$1.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.96KNew |
$209K - $274K
|
2.96K
$257K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
2.95K+ 29.22% |
$208K - $272K
|
13K
$1.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.94KNew |
$208K - $272K
|
2.94K
$255K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.94K+ 32.07% |
$208K - $271K
|
12.1K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.89K+ 43.3% |
$204K - $267K
|
9.56K
$828K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
2.85K+ 11.73% |
$201K - $263K
|
27.1K
$2.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.83K+ 34.34% |
$200K - $261K
|
11.1K
$960K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
2.82K+ 3.01% |
$199K - $260K
|
96.2K
$8.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 28.54% |
$197K - $258K
|
12.6K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79KNew |
$197K - $258K
|
2.79K
$242K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.79K+ 1.69% |
$197K - $257K
|
168K
$14.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
2.78KNew |
$196K - $256K
|
2.78K
$240K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.74K+ 6.37% |
$194K - $253K
|
45.8K
$3.97M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.71K+ 9.2% |
$192K - $250K
|
32.2K
$2.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.62K+ 16.26% |
$185K - $242K
|
18.8K
$1.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.62K+ 0.96% |
$185K - $241K
|
276K
$23.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.5KNew |
$177K - $231K
|
2.5K
$217K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.48K+ 3.11% |
$176K - $229K
|
82.3K
$7.13M
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2.48K+ 883.93% |
$175K - $228K
|
2.76K
$239K
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.47K+ 8.96% |
$174K - $228K
|
30K
$2.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.46K+ 11.89% |
$174K - $227K
|
23.2K
$2.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.46K+ 11.42% |
$173K - $227K
|
24K
$2.08M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.44K+ 7.1% |
$173K - $226K
|
36.9K
$3.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.43K+ 56.94% |
$172K - $224K
|
6.7K
$581K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.42K+ 12.65% |
$171K - $223K
|
21.6K
$1.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.4K+ 24.06% |
$170K - $221K
|
12.4K
$1.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.37K+ 14.54% |
$168K - $219K
|
18.7K
$1.62M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
2.36K+ 6.73% |
$167K - $218K
|
37.4K
$3.24M
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.34K+ 5.04% |
$165K - $216K
|
48.8K
$4.23M
|