Purchases and Sales Made in Q3 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
483+ 2.08% |
$32.6K - $40.6K
|
23.7K
$2.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
454+ 7.71% |
$30.6K - $38.2K
|
6.34K
$561K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
443+ 13.18% |
$29.9K - $37.3K
|
3.8K
$337K
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
442+ 0.46% |
$29.8K - $37.2K
|
96.5K
$8.55M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
442+ 15.17% |
$29.8K - $37.2K
|
3.36K
$297K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
442+ 15.17% |
$29.8K - $37.2K
|
3.36K
$297K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
425+ 2.61% |
$28.7K - $35.7K
|
16.7K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
416+ 0.57% |
$28.1K - $35K
|
73.1K
$6.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Nbw Capital LLC
|
BUY
|
- |
413+ 4.14% |
$27.9K - $34.7K
|
10.4K
$921K
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
410+ 8.16% |
$27.7K - $34.5K
|
5.43K
$481K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
410+ 4.78% |
$27.7K - $34.5K
|
8.98K
$795K
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
410+ 8.86% |
$27.7K - $34.5K
|
5.04K
$446K
|
|
|
Oct 27, 2022
Q3 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
409+ 0.95% |
$27.6K - $34.4K
|
43.5K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
409+ 0.89% |
$27.6K - $34.4K
|
46.6K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
406+ 8.89% |
$27.4K - $34.1K
|
4.97K
$440K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
406+ 8.89% |
$27.4K - $34.1K
|
4.97K
$440K
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
400+ 12.9% |
$27K - $33.6K
|
3.5K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
400+ 12.6% |
$27K - $33.6K
|
3.58K
$317K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
396+ 6.51% |
$26.7K - $33.3K
|
6.48K
$574K
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
390+ 4.55% |
$26.3K - $32.8K
|
8.97K
$794K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
386+ 10.57% |
$26.1K - $32.5K
|
4.04K
$358K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
379+ 11.58% |
$25.6K - $31.9K
|
3.65K
$324K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
378+ 1.26% |
$25.5K - $31.8K
|
30.4K
$2.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
378New |
$25.5K - $31.8K
|
378
$33.5K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
374New |
$25.2K - $31.4K
|
374
$33.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
355+ 0.73% |
$24K - $29.9K
|
49.2K
$4.36M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
350+ 5.4% |
$23.6K - $29.4K
|
6.84K
$605K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
349+ 9.74% |
$23.6K - $29.3K
|
3.93K
$348K
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
345+ 1.63% |
$23.3K - $29K
|
21.5K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
344New |
$23.2K - $28.9K
|
344
$30.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
343+ 8.32% |
$23.1K - $28.8K
|
4.47K
$395K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
338+ 3.15% |
$22.8K - $28.4K
|
11.1K
$980K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
335+ 1.62% |
$22.6K - $28.2K
|
21K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
326+ 2.38% |
$22K - $27.4K
|
14K
$1.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
317+ 5.81% |
$21.4K - $26.7K
|
5.78K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
315+ 1.83% |
$21.3K - $26.5K
|
17.5K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
313+ 6.3% |
$21.1K - $26.3K
|
5.28K
$468K
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
311+ 3.12% |
$21K - $26.2K
|
10.3K
$910K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
307+ 2.71% |
$20.7K - $25.8K
|
11.6K
$1.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
302+ 158.95% |
$20.4K - $25.4K
|
492
$43.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
302+ 2.87% |
$20.4K - $25.4K
|
10.8K
$958K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
300+ 12.32% |
$20.2K - $25.2K
|
2.74K
$242K
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
299+ 1.1% |
$20.2K - $25.1K
|
27.4K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
296+ 3.93% |
$20K - $24.9K
|
7.82K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
289+ 324.72% |
$19.5K - $24.3K
|
378
$33.5K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
282+ 6.2% |
$19K - $23.7K
|
4.83K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
282+ 1.5% |
$19K - $23.7K
|
19.1K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
274+ 2.18% |
$18.5K - $23K
|
12.9K
$1.14M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
273+ 48.06% |
$18.4K - $23K
|
841
$74.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
270+ 2.4% |
$18.2K - $22.7K
|
11.5K
$1.02M
|