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 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2.03K- 55.39% |
$93K - $111K
|
1.64K
$145K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.11K- 16.78% |
$96.8K - $116K
|
10.5K
$927K
|
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-2.15K- 53.35% |
$98.4K - $118K
|
1.88K
$166K
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.2KClosed |
$101K - $121K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.21K- 4.03% |
$101K - $121K
|
52.6K
$4.65M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.21K- 92.05% |
$101K - $121K
|
191
$16.9K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.22K- 22.03% |
$102K - $122K
|
7.86K
$695K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.26K- 12.05% |
$103K - $124K
|
16.5K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.28K- 13.04% |
$104K - $125K
|
15.2K
$1.34M
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.28K- 5.56% |
$104K - $125K
|
38.7K
$3.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.3K- 20.81% |
$105K - $126K
|
8.75K
$773K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-2.31K- 1.5% |
$106K - $127K
|
152K
$13.4M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.32K- 8.19% |
$106K - $127K
|
26K
$2.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.39K- 29.2% |
$109K - $131K
|
5.79K
$512K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-2.45K- 4.82% |
$112K - $134K
|
48.3K
$4.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.5KClosed |
$114K - $137K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.61K- 20.56% |
$119K - $143K
|
10.1K
$891K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2.62K- 22.14% |
$120K - $144K
|
9.22K
$815K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.63K- 36.68% |
$120K - $144K
|
4.54K
$401K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-2.85K- 57.23% |
$131K - $156K
|
2.13K
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.95K- 35.04% |
$135K - $162K
|
5.47K
$484K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.95K- 6.79% |
$135K - $162K
|
40.5K
$3.58M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-2.97K- 2.83% |
$136K - $163K
|
102K
$9M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.03K- 15.51% |
$139K - $166K
|
16.5K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.07K- 75.93% |
$141K - $168K
|
974
$86.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-3.08K- 5.12% |
$141K - $169K
|
57K
$5.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.09K- 15.59% |
$141K - $169K
|
16.7K
$1.48M
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.09K- 11.42% |
$142K - $169K
|
24K
$2.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.12K- 5.68% |
$143K - $171K
|
51.9K
$4.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.3K- 1.33% |
$151K - $181K
|
245K
$21.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.37K- 27.88% |
$154K - $185K
|
8.73K
$771K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-3.38K- 13.09% |
$155K - $185K
|
22.4K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.4K- 41.24% |
$156K - $186K
|
4.85K
$428K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.42K- 94.06% |
$157K - $187K
|
216
$19.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-3.42K- 38.65% |
$157K - $188K
|
5.43K
$480K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.48K- 47.48% |
$159K - $191K
|
3.85K
$340K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.49K- 12.43% |
$160K - $191K
|
24.6K
$2.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.51K- 8.11% |
$161K - $192K
|
39.7K
$3.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.53K- 4.71% |
$162K - $194K
|
71.4K
$6.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.59K- 17.57% |
$164K - $197K
|
16.8K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.65K- 1.55% |
$167K - $200K
|
233K
$20.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.67K- 42.18% |
$168K - $201K
|
5.03K
$445K
|
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-3.76KClosed |
$172K - $206K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.78K- 12.91% |
$173K - $207K
|
25.5K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.83KClosed |
$175K - $210K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-3.83KClosed |
$175K - $210K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.85KClosed |
$176K - $211K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-3.86KClosed |
$177K - $212K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.87K- 18.76% |
$177K - $212K
|
16.8K
$1.48M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.91KClosed |
$179K - $214K
|
0
$0
|