Purchases and Sales Made in Q4 2021 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 32.81% |
$168K - $188K
|
12.8K
$1.08M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.17K+ 32.81% |
$168K - $188K
|
12.8K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
3.14K+ 14.79% |
$166K - $185K
|
24.3K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 65.87% |
$166K - $185K
|
7.88K
$663K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.1K+ 2.48% |
$164K - $183K
|
128K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
3.08K+ 3.45% |
$163K - $182K
|
92.4K
$7.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.06K+ 4.23% |
$162K - $181K
|
75.3K
$6.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.05K+ 84.14% |
$162K - $180K
|
6.68K
$562K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.98K+ 1.19% |
$158K - $176K
|
252K
$21.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
2.97K+ 29.57% |
$157K - $176K
|
13K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.93K+ 29.56% |
$155K - $173K
|
12.8K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.91K+ 21.16% |
$154K - $172K
|
16.6K
$1.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.91KNew |
$154K - $172K
|
2.91K
$245K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.9K+ 32.88% |
$154K - $172K
|
11.7K
$987K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
2.89K+ 32.83% |
$153K - $171K
|
11.7K
$983K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.85KNew |
$151K - $169K
|
2.85K
$240K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.83K+ 11.66% |
$150K - $168K
|
27.1K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.82K+ 38.88% |
$150K - $167K
|
10.1K
$849K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.82K+ 38.88% |
$150K - $167K
|
10.1K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
2.7KNew |
$143K - $160K
|
2.7K
$227K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.66K+ 16.62% |
$141K - $157K
|
18.6K
$1.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.65K+ 3.78% |
$140K - $157K
|
72.7K
$6.12M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.64K+ 67.32% |
$140K - $156K
|
6.57K
$553K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.64K+ 15.79% |
$140K - $156K
|
19.3K
$1.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.6K+ 2.04% |
$138K - $154K
|
130K
$10.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
2.58K+ 39.07% |
$137K - $152K
|
9.17K
$771K
|
|
|
Jan 25, 2022
Q4 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
2.5K+ 3.78% |
$133K - $148K
|
68.7K
$5.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.44K+ 41.08% |
$130K - $145K
|
8.39K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.44K+ 0.83% |
$129K - $144K
|
298K
$25.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.4K+ 5.22% |
$127K - $142K
|
48.4K
$4.07M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.4K+ 7.52% |
$127K - $142K
|
34.3K
$2.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Florin Court Capital LLP
|
BUY
|
- |
2.4K+ 28.57% |
$127K - $142K
|
10.8K
$909K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
2.38K+ 54.3% |
$126K - $141K
|
6.77K
$569K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.38K+ 3.8% |
$126K - $141K
|
64.9K
$5.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
2.36KNew |
$125K - $139K
|
2.36K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
2.32KNew |
$123K - $137K
|
2.32K
$195K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
2.32K+ 9.96% |
$123K - $137K
|
25.6K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.29KNew |
$121K - $135K
|
2.29K
$192K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
2.28KNew |
$121K - $135K
|
2.28K
$192K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
2.24K+ 86.54% |
$119K - $133K
|
4.84K
$407K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
2.15K+ 175.69% |
$114K - $127K
|
3.38K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.13K+ 7.9% |
$113K - $126K
|
29.1K
$2.45M
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.07K+ 13.27% |
$110K - $122K
|
17.6K
$1.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.06K+ 5.96% |
$109K - $122K
|
36.7K
$3.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.06K+ 5.89% |
$109K - $122K
|
37K
$3.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.06K+ 12.65% |
$109K - $122K
|
18.3K
$1.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.05K+ 2.16% |
$109K - $121K
|
97.1K
$8.18M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.04K+ 35.93% |
$108K - $121K
|
7.72K
$650K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 3.52% |
$108K - $121K
|
60K
$5.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.03K+ 6.49% |
$108K - $120K
|
33.3K
$2.81M
|