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
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
508+ 65.13% |
$26.9K - $30K
|
1.29K
$108K
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
490+ 1.04% |
$26K - $29K
|
47.8K
$4.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
489+ 4.83% |
$25.9K - $28.9K
|
10.6K
$893K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
488+ 12.05% |
$25.9K - $28.9K
|
4.54K
$382K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
478+ 2.11% |
$25.3K - $28.3K
|
23.2K
$1.95M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
475New |
$25.2K - $28.1K
|
475
$40K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
473+ 1.17% |
$25.1K - $28K
|
41K
$3.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
471+ 10.43% |
$25K - $27.9K
|
4.99K
$420K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
454+ 0.22% |
$24.1K - $26.8K
|
204K
$17.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
453+ 2.56% |
$24K - $26.8K
|
18.1K
$1.53M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
450+ 6.07% |
$23.9K - $26.6K
|
7.87K
$662K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
447+ 9.42% |
$23.7K - $26.4K
|
5.19K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
433+ 0.9% |
$23K - $25.6K
|
48.8K
$4.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
421New |
$22.3K - $24.9K
|
421
$35.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
420New |
$22.3K - $24.8K
|
420
$35.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
405New |
$21.5K - $24K
|
405
$34.1K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
402+ 0.98% |
$21.3K - $23.8K
|
41.3K
$3.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
402New |
$21.3K - $23.8K
|
402
$33.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
401+ 4.0% |
$21.3K - $23.7K
|
10.4K
$878K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
400+ 8.51% |
$21.2K - $23.7K
|
5.1K
$429K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
400+ 4.56% |
$21.2K - $23.7K
|
9.17K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
396+ 2.65% |
$21K - $23.4K
|
15.3K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
393+ 427.17% |
$20.8K - $23.2K
|
485
$40.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
392+ 0.62% |
$20.8K - $23.2K
|
63.5K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
379+ 34.49% |
$20.1K - $22.4K
|
1.48K
$124K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
375+ 2.98% |
$19.9K - $22.2K
|
13K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
359+ 4.57% |
$19K - $21.2K
|
8.21K
$691K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
351+ 18.4% |
$18.6K - $20.8K
|
2.26K
$190K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
329+ 1.1% |
$17.4K - $19.5K
|
30.2K
$2.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
329+ 0.6% |
$17.4K - $19.5K
|
55.1K
$4.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
323New |
$17.1K - $19.1K
|
323
$27.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
320New |
$17K - $18.9K
|
320
$26.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
320+ 0.52% |
$17K - $18.9K
|
61.3K
$5.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
320+ 1.15% |
$17K - $18.9K
|
28.3K
$2.38M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
310+ 1.68% |
$16.4K - $18.3K
|
18.8K
$1.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
308+ 2.79% |
$16.3K - $18.2K
|
11.4K
$957K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
280+ 3.05% |
$14.8K - $16.6K
|
9.46K
$797K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
278+ 1.21% |
$14.7K - $16.4K
|
23.2K
$1.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
255+ 4.7% |
$13.5K - $15.1K
|
5.68K
$478K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
255New |
$13.5K - $15.1K
|
255
$21.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
253New |
$13.4K - $15K
|
253
$21.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
250+ 8.33% |
$13.3K - $14.8K
|
3.25K
$274K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
250+ 2.46% |
$13.3K - $14.8K
|
10.4K
$875K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
250+ 3.54% |
$13.3K - $14.8K
|
7.32K
$616K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
241New |
$12.8K - $14.3K
|
241
$20.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
240+ 5.0% |
$12.7K - $14.2K
|
5.04K
$424K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
239+ 6.16% |
$12.7K - $14.1K
|
4.12K
$347K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
236+ 1.7% |
$12.5K - $14K
|
14.1K
$1.19M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
233New |
$12.4K - $13.8K
|
233
$19.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
229+ 0.92% |
$12.1K - $13.5K
|
25.2K
$2.12M
|