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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
804+ 1.92% |
$42.6K - $47.5K
|
42.7K
$3.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
800+ 533.33% |
$42.4K - $47.3K
|
950
$83.5K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
799New |
$42.4K - $47.3K
|
799
$70.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
798+ 4.86% |
$42.3K - $47.2K
|
17.2K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
790+ 8.45% |
$41.9K - $46.7K
|
10.1K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
777+ 12.97% |
$41.2K - $46K
|
6.77K
$595K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
776+ 1.27% |
$41.1K - $45.9K
|
61.9K
$5.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
776+ 10.37% |
$41.1K - $45.9K
|
8.26K
$726K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
770+ 8.71% |
$40.8K - $45.5K
|
9.61K
$845K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
767+ 0.97% |
$40.7K - $45.4K
|
79.5K
$6.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
756+ 7.22% |
$40.1K - $44.7K
|
11.2K
$987K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
750+ 11.71% |
$39.8K - $44.4K
|
7.15K
$629K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
737New |
$39.1K - $43.6K
|
737
$64.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
728+ 4.8% |
$38.6K - $43.1K
|
15.9K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
728+ 43.28% |
$38.6K - $43.1K
|
2.41K
$212K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
720+ 17.86% |
$38.2K - $42.6K
|
4.75K
$418K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
710+ 1.82% |
$37.6K - $42K
|
39.8K
$3.5M
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
705+ 11.17% |
$37.4K - $41.7K
|
7.01K
$617K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
689+ 15.91% |
$36.5K - $40.7K
|
5.02K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
689+ 9.16% |
$36.5K - $40.7K
|
8.21K
$722K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
688New |
$36.5K - $40.7K
|
688
$60.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
688+ 6.98% |
$36.5K - $40.7K
|
10.6K
$928K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
685+ 11.82% |
$36.3K - $40.5K
|
6.48K
$570K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
666+ 2.67% |
$35.3K - $39.4K
|
25.6K
$2.25M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
664+ 15.83% |
$35.2K - $39.3K
|
4.86K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
650+ 1.27% |
$34.5K - $38.4K
|
52K
$4.57M
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
642+ 4.3% |
$34K - $38K
|
15.6K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
625New |
$33.1K - $37K
|
625
$55K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
609New |
$32.3K - $36K
|
609
$53.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
607+ 5.01% |
$32.2K - $35.9K
|
12.7K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
604+ 9.6% |
$32K - $35.7K
|
6.9K
$607K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
596+ 0.88% |
$31.6K - $35.2K
|
68.5K
$6.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
585+ 1271.74% |
$31K - $34.6K
|
631
$55.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
583+ 4.25% |
$30.9K - $34.5K
|
14.3K
$1.26M
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
581+ 2.66% |
$30.8K - $34.4K
|
22.4K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
580+ 0.13% |
$30.7K - $34.3K
|
432K
$38M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
573New |
$30.4K - $33.9K
|
573
$50.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
566+ 2.42% |
$30K - $33.5K
|
24K
$2.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
559+ 6.88% |
$29.6K - $33.1K
|
8.69K
$764K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
556+ 4.15% |
$29.5K - $32.9K
|
14K
$1.23M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
553+ 2.72% |
$29.3K - $32.7K
|
20.8K
$1.83M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
553+ 7.36% |
$29.3K - $32.7K
|
8.06K
$709K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
550+ 25.68% |
$29.2K - $32.5K
|
2.69K
$237K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
549+ 7.82% |
$29.1K - $32.5K
|
7.57K
$665K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
548+ 6.3% |
$29K - $32.4K
|
9.24K
$813K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
532+ 12.66% |
$28.2K - $31.5K
|
4.73K
$416K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
529+ 10.78% |
$28K - $31.3K
|
5.44K
$478K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
521+ 144.32% |
$27.6K - $30.8K
|
882
$77.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
518+ 4.36% |
$27.5K - $30.6K
|
12.4K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
516+ 9.79% |
$27.4K - $30.5K
|
5.79K
$509K
|