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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.34K+ 31.1% |
$71.1K - $79.4K
|
5.66K
$476K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.34K+ 19.38% |
$71K - $79.2K
|
8.26K
$695K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
1.31K+ 6.1% |
$69.4K - $77.5K
|
22.8K
$1.92M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 14.75% |
$68.2K - $76.1K
|
10K
$843K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.27K+ 53.65% |
$67.1K - $74.8K
|
3.62K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.26KNew |
$66.8K - $74.6K
|
1.26K
$106K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.26KNew |
$66.6K - $74.3K
|
1.26K
$106K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.24K+ 20.61% |
$65.8K - $73.5K
|
7.27K
$612K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.24K+ 15.8% |
$65.5K - $73K
|
9.05K
$762K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.23KNew |
$64.9K - $72.4K
|
1.23K
$103K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1.22K+ 7.59% |
$64.5K - $72K
|
17.3K
$1.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.16K+ 17.97% |
$61.2K - $68.3K
|
7.58K
$638K
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
1.15K+ 19.31% |
$60.7K - $67.7K
|
7.08K
$596K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.14K+ 22.55% |
$60.2K - $67.2K
|
6.17K
$520K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.1KNew |
$58.5K - $65.3K
|
1.1K
$92.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
BUY
|
- |
1.1KNew |
$58.3K - $65.1K
|
1.1K
$92.6K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.1KNew |
$58.2K - $64.9K
|
1.1K
$92.3K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.09K+ 35.47% |
$57.5K - $64.2K
|
4.14K
$349K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
1.08K+ 12.1% |
$57K - $63.6K
|
9.97K
$839K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
1.08K+ 11.13% |
$57K - $63.6K
|
10.7K
$904K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.07KNew |
$56.5K - $63K
|
1.07K
$89.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.04K+ 608.19% |
$55.1K - $61.5K
|
1.21K
$102K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.02K+ 13.55% |
$53.9K - $60.1K
|
8.52K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$53.9K - $60.1K
|
1.02K
$85.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.01K+ 12.22% |
$53.7K - $59.9K
|
9.3K
$783K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1K+ 9.46% |
$53.2K - $59.4K
|
11.6K
$978K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1K+ 51.18% |
$53K - $59.1K
|
2.95K
$249K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
998New |
$52.9K - $59K
|
998
$84K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
993+ 5.83% |
$52.6K - $58.7K
|
18K
$1.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
990+ 2.24% |
$52.5K - $58.5K
|
45.2K
$3.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
990+ 36.53% |
$52.5K - $58.5K
|
3.7K
$311K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
986+ 55.36% |
$52.3K - $58.3K
|
2.77K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
972+ 7.19% |
$51.5K - $57.5K
|
14.5K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
970+ 12.07% |
$51.4K - $57.4K
|
9.01K
$758K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
960+ 1.42% |
$50.9K - $56.8K
|
68.4K
$5.75M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
955+ 10.56% |
$50.6K - $56.5K
|
10K
$842K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
954+ 7.9% |
$50.6K - $56.4K
|
13K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
944+ 4.05% |
$50K - $55.8K
|
24.3K
$2.04M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
915+ 9.35% |
$48.5K - $54.1K
|
10.7K
$901K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
894+ 13.31% |
$47.4K - $52.9K
|
7.61K
$641K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
880+ 2.78% |
$46.6K - $52K
|
32.6K
$2.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
874+ 9.02% |
$46.3K - $51.7K
|
10.6K
$890K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
869+ 3.87% |
$46.1K - $51.4K
|
23.3K
$1.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
866+ 1.24% |
$45.9K - $51.2K
|
70.5K
$5.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
857+ 2.15% |
$45.4K - $50.7K
|
40.7K
$3.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
850+ 17.54% |
$45.1K - $50.3K
|
5.7K
$479K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
848+ 29.84% |
$45K - $50.2K
|
3.69K
$311K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
845+ 6.01% |
$44.8K - $50K
|
14.9K
$1.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
837+ 4.02% |
$44.4K - $49.5K
|
21.6K
$1.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
821+ 9.23% |
$43.5K - $48.6K
|
9.71K
$817K
|