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 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 0.37% |
$795 - $887
|
4.1K
$345K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
14+ 0.3% |
$742 - $828
|
4.72K
$397K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
12+ 1.02% |
$636 - $710
|
1.19K
$100K
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
11+ 0.19% |
$583 - $651
|
5.74K
$483K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 6.58% |
$530 - $591
|
162
$13.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10+ 0.29% |
$530 - $591
|
3.51K
$295K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
9+ 0.05% |
$477 - $532
|
18.4K
$1.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$424 - $473
|
5.45K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.27% |
$371 - $414
|
557
$46.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 1.15% |
$318 - $355
|
527
$44.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6+ 1.27% |
$318 - $355
|
478
$40.2K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
5+ 0.5% |
$265 - $296
|
1K
$84.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 1.5% |
$265 - $296
|
338
$28.4K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$212 - $237
|
5.83K
$491K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 1.46% |
$212 - $237
|
278
$23.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4+ 0.33% |
$212 - $237
|
1.23K
$104K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.75% |
$212 - $237
|
538
$45.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.16% |
$159 - $177
|
261
$22K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3+ 0.9% |
$159 - $177
|
338
$28.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.25% |
$159 - $177
|
1.2K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.17% |
$159 - $177
|
1.74K
$147K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
2+ 1.04% |
$106 - $118
|
194
$16.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$106 - $118
|
4.71K
$396K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2+ 0.14% |
$106 - $118
|
1.48K
$124K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.52% |
$106 - $118
|
389
$32.7K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.74% |
$106 - $118
|
117
$9.85K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$53 - $59.1
|
1.89K
$159K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.08% |
$53 - $59.1
|
1.32K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.46% |
$53 - $59.1
|
218
$18.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 1.54% |
$53 - $59.1
|
66
$5.56K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.37% |
$53 - $59.1
|
274
$23.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.05% |
$53 - $59.1
|
1.97K
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-9- 0.21% |
$477 - $532
|
4.22K
$355K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-9- 0.2% |
$477 - $532
|
4.56K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10- 1.19% |
$530 - $591
|
827
$69.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.15% |
$530 - $591
|
6.65K
$560K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-15- 24.19% |
$795 - $887
|
47
$3.96K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-16- 0.28% |
$848 - $946
|
5.66K
$476K
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-20Closed |
$1.06K - $1.18K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-20- 0.04% |
$1.06K - $1.18K
|
52.5K
$4.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-25- 0.74% |
$1.33K - $1.48K
|
3.36K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-28- 4.64% |
$1.48K - $1.66K
|
576
$48.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-32- 0.32% |
$1.7K - $1.89K
|
10K
$841K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-35- 9.89% |
$1.86K - $2.07K
|
319
$26.9K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-35Closed |
$1.86K - $2.07K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-39- 0.07% |
$2.07K - $2.31K
|
54.3K
$4.57M
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-40- 0.02% |
$2.12K - $2.37K
|
163K
$13.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-41- 0.63% |
$2.17K - $2.42K
|
6.51K
$548K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-42Closed |
$2.23K - $2.48K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 0.59% |
$2.39K - $2.66K
|
7.63K
$642K
|