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 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.45K- 6.76% |
$503K - $626K
|
103K
$9.1M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.57K- 22.71% |
$511K - $637K
|
25.8K
$2.28M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-7.6K- 96.77% |
$513K - $639K
|
254
$22.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.02K- 17.18% |
$541K - $674K
|
38.6K
$3.42M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.17K- 9.65% |
$552K - $687K
|
76.5K
$6.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.28K- 9.03% |
$559K - $696K
|
83.4K
$7.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.29K- 71.86% |
$559K - $697K
|
3.24K
$287K
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-8.75K- 71.57% |
$590K - $736K
|
3.48K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-8.75K- 54.45% |
$591K - $736K
|
7.32K
$648K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.76K- 63.44% |
$591K - $736K
|
5.05K
$447K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-8.8K- 19.17% |
$594K - $740K
|
37.1K
$3.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-8.94K- 62.59% |
$603K - $751K
|
5.34K
$473K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-9.11K- 40.62% |
$615K - $766K
|
13.3K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.16K- 8.93% |
$618K - $770K
|
93.5K
$8.28M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-9.23K- 28.32% |
$623K - $776K
|
23.4K
$2.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-9.27K- 6.08% |
$626K - $780K
|
143K
$12.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-9.31K- 14.21% |
$628K - $782K
|
56.2K
$4.97M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9.43K- 27.07% |
$637K - $793K
|
25.4K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.8K- 18.16% |
$662K - $824K
|
44.2K
$3.91M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.98K- 21.54% |
$673K - $839K
|
36.3K
$3.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-9.99K- 53.24% |
$674K - $840K
|
8.77K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10K- 48.98% |
$675K - $841K
|
10.4K
$922K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-10K- 22.01% |
$676K - $842K
|
35.5K
$3.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-10K- 5.15% |
$676K - $843K
|
184K
$16.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-10.1K- 76.96% |
$680K - $847K
|
3.02K
$267K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-10.2K- 7.46% |
$686K - $855K
|
126K
$11.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-10.5K- 22.18% |
$707K - $881K
|
36.7K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-10.5K- 9.63% |
$710K - $884K
|
98.7K
$8.74M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-10.5K- 17.75% |
$710K - $885K
|
48.8K
$4.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-10.8K- 24.03% |
$726K - $904K
|
34K
$3.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10.8K- 49.15% |
$731K - $910K
|
11.2K
$992K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.9K- 13.57% |
$735K - $916K
|
69.4K
$6.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-11K- 13.42% |
$740K - $922K
|
70.7K
$6.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.2K- 38.3% |
$753K - $938K
|
18K
$1.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.2K- 6.71% |
$759K - $946K
|
156K
$13.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-11.4K- 10.33% |
$766K - $955K
|
98.6K
$8.73M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-11.6K- 47.09% |
$780K - $972K
|
13K
$1.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-11.7K- 30.73% |
$791K - $986K
|
26.4K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.8KClosed |
$799K - $995K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-11.9K- 16.95% |
$802K - $1M
|
58.3K
$5.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-12.3K- 14.9% |
$828K - $1.03M
|
70.1K
$6.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-12.4K- 58.53% |
$836K - $1.04M
|
8.78K
$777K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.4K- 4.63% |
$839K - $1.04M
|
256K
$22.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.6K- 17.17% |
$848K - $1.06M
|
60.6K
$5.37M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.6K- 17.17% |
$848K - $1.06M
|
60.6K
$5.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.3K- 93.01% |
$896K - $1.12M
|
998
$88.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-13.3K- 1.13% |
$897K - $1.12M
|
1.16M
$103M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.3K- 17.19% |
$898K - $1.12M
|
64.1K
$5.68M
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-13.4K- 19.58% |
$904K - $1.13M
|
55.1K
$4.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-13.7K- 9.33% |
$923K - $1.15M
|
133K
$11.8M
|