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 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-28.6K- 55.47% |
$1.31M - $1.57M
|
22.9K
$2.03M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-29.1KClosed |
$1.33M - $1.6M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-29.6KClosed |
$1.36M - $1.62M
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-29.8KClosed |
$1.36M - $1.63M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30K- 79.27% |
$1.37M - $1.64M
|
7.85K
$694K
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-30.2K- 23.37% |
$1.38M - $1.66M
|
99.1K
$8.76M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30.8K- 92.21% |
$1.41M - $1.69M
|
2.6K
$230K
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-30.9KClosed |
$1.41M - $1.69M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-31.8K- 31.47% |
$1.46M - $1.74M
|
69.3K
$6.12M
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-32.1KClosed |
$1.47M - $1.76M
|
0
$0
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-32.6KClosed |
$1.49M - $1.78M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-33.7KClosed |
$1.54M - $1.85M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-34.3K- 34.81% |
$1.57M - $1.88M
|
64.2K
$5.67M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35.8K- 72.95% |
$1.64M - $1.96M
|
13.3K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-37.1KClosed |
$1.7M - $2.03M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-37.4KClosed |
$1.71M - $2.05M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-39.6K- 44.04% |
$1.81M - $2.17M
|
50.3K
$4.45M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-39.8K- 71.13% |
$1.82M - $2.18M
|
16.2K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-39.9K- 6.19% |
$1.83M - $2.19M
|
605K
$53.5M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-40K- 34.54% |
$1.83M - $2.19M
|
75.8K
$6.7M
|
|
Oct 26, 2021
Q3 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-40.9K- 38.18% |
$1.87M - $2.24M
|
66.2K
$5.85M
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-40.9K- 26.88% |
$1.87M - $2.24M
|
111K
$9.83M
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-41.6K- 82.38% |
$1.9M - $2.28M
|
8.9K
$787K
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-41.9KClosed |
$1.92M - $2.29M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-42.7KClosed |
$1.96M - $2.34M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43.3K- 22.26% |
$1.98M - $2.37M
|
151K
$13.4M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.8K- 12.27% |
$2.01M - $2.4M
|
313K
$27.7M
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-44.4KClosed |
$2.03M - $2.43M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-44.4KClosed |
$2.03M - $2.43M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46K- 31.41% |
$2.11M - $2.52M
|
100K
$8.88M
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-47.7KClosed |
$2.19M - $2.62M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-48.1KClosed |
$2.2M - $2.64M
|
0
$0
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-49.6K- 80.03% |
$2.27M - $2.72M
|
12.4K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-53.5K- 44.09% |
$2.45M - $2.93M
|
67.8K
$5.99M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-53.8K- 72.05% |
$2.46M - $2.95M
|
20.9K
$1.85M
|
|
Nov 15, 2021
Q3 2021
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-56KClosed |
$2.57M - $3.07M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-56.2K- 54.23% |
$2.57M - $3.08M
|
47.4K
$4.19M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-57.5K- 27.46% |
$2.63M - $3.15M
|
152K
$13.4M
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
- |
-57.8K- 61.49% |
$2.65M - $3.17M
|
36.2K
$3.2M
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-58.9K- 99.74% |
$2.7M - $3.23M
|
151
$13.3K
|
|
Nov 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-60.4K- 47.95% |
$2.77M - $3.31M
|
65.6K
$5.8M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-63K- 48.46% |
$2.89M - $3.46M
|
67K
$5.93M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-65.4K- 22.16% |
$2.99M - $3.58M
|
230K
$20.3M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-66.5KClosed |
$3.05M - $3.65M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-67.3K- 57.35% |
$3.08M - $3.69M
|
50K
$4.42M
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-68.3K- 91.07% |
$3.13M - $3.74M
|
6.69K
$592K
|
|
Nov 15, 2021
Q3 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-68.3KClosed |
$3.13M - $3.75M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-68.6K- 74.1% |
$3.14M - $3.76M
|
24K
$2.12M
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-69.2K- 86.13% |
$3.17M - $3.79M
|
11.1K
$985K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-69.4K- 99.49% |
$3.18M - $3.8M
|
356
$31.5K
|