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 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
95+ 6.92% |
$5.04K - $5.62K
|
1.47K
$129K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
93+ 0.36% |
$4.93K - $5.5K
|
26.2K
$2.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
92+ 6.49% |
$4.88K - $5.44K
|
1.51K
$133K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
85+ 4.29% |
$4.51K - $5.03K
|
2.07K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
80+ 0.25% |
$4.24K - $4.73K
|
32.4K
$2.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
78New |
$4.13K - $4.61K
|
78
$6.86K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
78+ 0.47% |
$4.13K - $4.61K
|
16.6K
$1.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
77New |
$4.08K - $4.55K
|
77
$6.77K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
75New |
$3.98K - $4.44K
|
75
$6.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
71+ 1.23% |
$3.76K - $4.2K
|
5.86K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
70+ 1.23% |
$3.71K - $4.14K
|
5.76K
$506K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
67+ 0.17% |
$3.55K - $3.96K
|
39.9K
$3.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
60+ 1.31% |
$3.18K - $3.55K
|
4.63K
$407K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
60New |
$3.18K - $3.55K
|
60
$5.28K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
60+ 0.4% |
$3.18K - $3.55K
|
15.1K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
56New |
$2.97K - $3.31K
|
56
$4.92K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
55New |
$2.92K - $3.25K
|
55
$4.84K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
54+ 5.54% |
$2.86K - $3.19K
|
1.03K
$90.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
53+ 23.77% |
$2.81K - $3.13K
|
276
$24.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53+ 0.55% |
$2.81K - $3.13K
|
9.68K
$852K
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
50New |
$2.65K - $2.96K
|
50
$4.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
50+ 0.08% |
$2.65K - $2.96K
|
64.4K
$5.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
47+ 3.28% |
$2.49K - $2.78K
|
1.48K
$130K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
46+ 0.46% |
$2.44K - $2.72K
|
10.1K
$887K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
45+ 0.36% |
$2.39K - $2.66K
|
12.6K
$1.11M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
43+ 1.5% |
$2.28K - $2.54K
|
2.9K
$255K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 0.11% |
$2.17K - $2.42K
|
36.1K
$3.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
41+ 1.16% |
$2.17K - $2.42K
|
3.58K
$315K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
41+ 1.05% |
$2.17K - $2.42K
|
3.96K
$349K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
41+ 0.28% |
$2.17K - $2.42K
|
14.9K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
41+ 8.84% |
$2.17K - $2.42K
|
505
$44.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40New |
$2.12K - $2.37K
|
40
$3.52K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
40New |
$2.12K - $2.37K
|
40
$3.52K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
35New |
$1.86K - $2.07K
|
35
$3.08K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
34+ 0.52% |
$1.8K - $2.01K
|
6.55K
$576K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
34+ 1.29% |
$1.8K - $2.01K
|
2.67K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
32New |
$1.7K - $1.89K
|
32
$2.81K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
30New |
$1.59K - $1.77K
|
30
$2.64K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
29+ 0.19% |
$1.54K - $1.72K
|
15K
$1.32M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
26+ 0.43% |
$1.38K - $1.54K
|
6.07K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
26+ 0.55% |
$1.38K - $1.54K
|
4.75K
$417K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 3.05% |
$1.38K - $1.54K
|
879
$77.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
25+ 0.26% |
$1.33K - $1.48K
|
9.71K
$853K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
24New |
$1.27K - $1.42K
|
24
$2.11K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
21+ 0.36% |
$1.11K - $1.24K
|
5.9K
$519K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
20+ 0.32% |
$1.06K - $1.18K
|
6.35K
$559K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
20+ 0.54% |
$1.06K - $1.18K
|
3.73K
$328K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
20New |
$1.06K - $1.18K
|
20
$1.76K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18+ 23.68% |
$954 - $1.06K
|
94
$8.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
18+ 90.0% |
$954 - $1.06K
|
38
$3.34K
|