Purchases and Sales Made in Q3 2021 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
152+ 12.45% |
$6.96K - $8.33K
|
1.37K
$121K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
140New |
$6.41K - $7.67K
|
140
$12.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
139+ 0.79% |
$6.36K - $7.62K
|
17.7K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
138+ 2.96% |
$6.32K - $7.56K
|
4.8K
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
137+ 0.36% |
$6.27K - $7.51K
|
38.1K
$3.36M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
135+ 125.0% |
$6.18K - $7.4K
|
243
$21.5K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
133+ 1.34% |
$6.09K - $7.29K
|
10.1K
$888K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
127+ 0.86% |
$5.82K - $6.96K
|
14.9K
$1.32M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
126+ 5.03% |
$5.77K - $6.91K
|
2.63K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
125+ 1.26% |
$5.72K - $6.85K
|
10K
$886K
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
121+ 0.88% |
$5.54K - $6.63K
|
13.8K
$1.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
115New |
$5.27K - $6.3K
|
115
$10.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
110+ 0.68% |
$5.04K - $6.03K
|
16.2K
$1.43M
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
103+ 2.06% |
$4.72K - $5.65K
|
5.09K
$450K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
103+ 0.77% |
$4.72K - $5.65K
|
13.4K
$1.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
100+ 2.33% |
$4.58K - $5.48K
|
4.39K
$388K
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
94+ 0.05% |
$4.3K - $5.15K
|
201K
$17.7M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
94+ 0.1% |
$4.3K - $5.15K
|
97.5K
$8.62M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
85+ 0.93% |
$3.89K - $4.66K
|
9.2K
$813K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
85+ 1.37% |
$3.89K - $4.66K
|
6.29K
$556K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
83+ 1.01% |
$3.8K - $4.55K
|
8.29K
$733K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
76New |
$3.48K - $4.17K
|
76
$6.72K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
76+ 80.0% |
$3.48K - $4.17K
|
171
$15.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
75+ 0.79% |
$3.43K - $4.11K
|
9.6K
$848K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
73+ 0.23% |
$3.34K - $4K
|
32.3K
$2.86M
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
72New |
$3.3K - $3.95K
|
72
$6.36K
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72New |
$3.3K - $3.95K
|
72
$6.36K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
67+ 0.12% |
$3.07K - $3.67K
|
54.3K
$4.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66+ 1.17% |
$3.02K - $3.62K
|
5.69K
$503K
|
|
|
Nov 02, 2021
Q3 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
65+ 1.01% |
$2.98K - $3.56K
|
6.52K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
62New |
$2.84K - $3.4K
|
62
$5.48K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
61+ 20.33% |
$2.79K - $3.34K
|
361
$31.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
56+ 1.21% |
$2.56K - $3.07K
|
4.7K
$416K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
55+ 0.67% |
$2.52K - $3.01K
|
8.31K
$734K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 52.0% |
$2.38K - $2.85K
|
152
$13.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50+ 0.1% |
$2.29K - $2.74K
|
51.3K
$4.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
42+ 0.33% |
$1.92K - $2.3K
|
12.6K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
40+ 0.41% |
$1.83K - $2.19K
|
9.86K
$872K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
39+ 1.11% |
$1.79K - $2.14K
|
3.54K
$313K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
36+ 1.39% |
$1.65K - $1.97K
|
2.63K
$232K
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
BUY
|
- |
35+ 0.96% |
$1.6K - $1.92K
|
3.7K
$327K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
35+ 53.85% |
$1.6K - $1.92K
|
100
$8.84K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
34+ 0.25% |
$1.56K - $1.86K
|
13.9K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
31+ 0.21% |
$1.42K - $1.7K
|
14.8K
$1.31M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
31+ 1.19% |
$1.42K - $1.7K
|
2.63K
$233K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
29+ 0.41% |
$1.33K - $1.59K
|
7.02K
$620K
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$1.33K - $1.59K
|
7.51K
$664K
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
25+ 0.39% |
$1.14K - $1.37K
|
6.51K
$576K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
25+ 0.16% |
$1.14K - $1.37K
|
16K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
24+ 0.51% |
$1.1K - $1.32K
|
4.72K
$417K
|