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
|
Rock Creek Group, LP
|
SELL
|
- |
-47- 3.64% |
$2.49K - $2.78K
|
1.24K
$105K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-52- 17.45% |
$2.76K - $3.08K
|
246
$20.7K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 0.71% |
$3.13K - $3.49K
|
8.26K
$695K
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-60- 1.44% |
$3.18K - $3.55K
|
4.1K
$345K
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-64- 0.61% |
$3.39K - $3.78K
|
10.4K
$878K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-72Closed |
$3.82K - $4.26K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-76- 1.34% |
$4.03K - $4.49K
|
5.58K
$469K
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-77- 1.45% |
$4.08K - $4.55K
|
5.23K
$440K
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-77- 1.26% |
$4.08K - $4.55K
|
6.02K
$506K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-82- 0.74% |
$4.35K - $4.85K
|
11.1K
$931K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-89- 2.03% |
$4.72K - $5.26K
|
4.29K
$361K
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-90- 1.39% |
$4.77K - $5.32K
|
6.4K
$539K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-97- 5.54% |
$5.14K - $5.74K
|
1.65K
$139K
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-99- 1.07% |
$5.25K - $5.85K
|
9.12K
$768K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.91K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-100- 0.94% |
$5.3K - $5.91K
|
10.5K
$884K
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-100- 2.16% |
$5.3K - $5.91K
|
4.52K
$380K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 46.3% |
$5.3K - $5.91K
|
116
$9.76K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-100- 0.92% |
$5.3K - $5.91K
|
10.8K
$909K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-105- 0.59% |
$5.57K - $6.21K
|
17.6K
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-113- 0.79% |
$5.99K - $6.68K
|
14.2K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-115- 1.04% |
$6.1K - $6.8K
|
10.9K
$918K
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-131- 2.19% |
$6.94K - $7.75K
|
5.85K
$492K
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-140Closed |
$7.42K - $8.28K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-141- 7.13% |
$7.47K - $8.34K
|
1.84K
$155K
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-144- 1.94% |
$7.63K - $8.52K
|
7.28K
$612K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-150- 2.54% |
$7.95K - $8.87K
|
5.75K
$484K
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-150- 1.87% |
$7.95K - $8.87K
|
7.88K
$664K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-156- 97.5% |
$8.27K - $9.23K
|
4
$337
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-159- 0.68% |
$8.43K - $9.4K
|
23.1K
$1.94M
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-161- 1.6% |
$8.53K - $9.52K
|
9.89K
$832K
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-164- 2.25% |
$8.69K - $9.7K
|
7.11K
$599K
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-179- 0.48% |
$9.49K - $10.6K
|
37.2K
$3.13M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-180- 15.13% |
$9.54K - $10.6K
|
1.01K
$85K
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-187- 1.78% |
$9.91K - $11.1K
|
10.3K
$869K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-191Closed |
$10.1K - $11.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-192- 0.48% |
$10.2K - $11.4K
|
40.1K
$3.37M
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-196Closed |
$10.4K - $11.6K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-200- 2.71% |
$10.6K - $11.8K
|
7.19K
$605K
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-200- 1.25% |
$10.6K - $11.8K
|
15.8K
$1.33M
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-205- 3.76% |
$10.9K - $12.1K
|
5.24K
$441K
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-214- 3.22% |
$11.3K - $12.7K
|
6.43K
$541K
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-215- 3.91% |
$11.4K - $12.7K
|
5.28K
$444K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-216- 1.35% |
$11.5K - $12.8K
|
15.8K
$1.33M
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-230- 29.11% |
$12.2K - $13.6K
|
560
$47.1K
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-237- 3.45% |
$12.6K - $14K
|
6.64K
$559K
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-243- 5.44% |
$12.9K - $14.4K
|
4.23K
$356K
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-250- 4.05% |
$13.3K - $14.8K
|
5.93K
$499K
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-250- 2.39% |
$13.3K - $14.8K
|
10.2K
$859K
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-262- 0.89% |
$13.9K - $15.5K
|
29K
$2.44M
|