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 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
58K+ 38.22% |
$3.08M - $3.43M
|
210K
$17.7M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58KNew |
$3.07M - $3.43M
|
58K
$4.88M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
57K+ 566.14% |
$3.02M - $3.37M
|
67.1K
$5.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
56.8KNew |
$3.01M - $3.36M
|
56.8K
$4.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
56.2KNew |
$2.98M - $3.32M
|
56.2K
$4.73M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
55.7KNew |
$2.95M - $3.29M
|
55.7K
$4.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55.3KNew |
$2.93M - $3.27M
|
55.3K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
53.6K+ 215.73% |
$2.84M - $3.17M
|
78.5K
$6.6M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
52.7KNew |
$2.79M - $3.11M
|
52.7K
$4.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
52.5K+ 165.96% |
$2.78M - $3.11M
|
84.2K
$7.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
51.8K+ 97.63% |
$2.75M - $3.07M
|
105K
$8.83M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
51.4K+ 32.06% |
$2.72M - $3.04M
|
212K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
50KNew |
$2.65M - $2.96M
|
50K
$4.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9K+ 81.0% |
$2.64M - $2.95M
|
111K
$9.38M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
48.1KNew |
$2.55M - $2.85M
|
48.1K
$4.05M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
47.5KNew |
$2.52M - $2.81M
|
47.5K
$4M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
47.3KNew |
$2.51M - $2.8M
|
47.3K
$3.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45.1KNew |
$2.39M - $2.67M
|
45.1K
$3.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Amia Capital LLP
|
BUY
|
- |
45KNew |
$2.39M - $2.66M
|
45K
$3.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
44.8K+ 505.65% |
$2.37M - $2.65M
|
53.6K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
44.4KNew |
$2.36M - $2.63M
|
44.4K
$3.74M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
44.4KNew |
$2.35M - $2.63M
|
44.4K
$3.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
44.2K+ 20.34% |
$2.35M - $2.62M
|
262K
$22M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43.9K+ 32.76% |
$2.33M - $2.59M
|
178K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
43.4KNew |
$2.3M - $2.56M
|
43.4K
$3.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
43.1K+ 64.87% |
$2.28M - $2.55M
|
110K
$9.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.4K+ 1.73% |
$2.19M - $2.45M
|
2.43M
$205M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.3KNew |
$2.19M - $2.45M
|
41.3K
$3.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
41.3K+ 16.04% |
$2.19M - $2.44M
|
299K
$25.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
41.2KNew |
$2.19M - $2.44M
|
41.2K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
40.8K+ 165.92% |
$2.16M - $2.41M
|
65.4K
$5.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
40.5K+ 59.69% |
$2.15M - $2.39M
|
108K
$9.11M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.3K+ 57.03% |
$2.14M - $2.38M
|
111K
$9.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
39.9KNew |
$2.12M - $2.36M
|
39.9K
$3.36M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
39.7K+ 9.11% |
$2.11M - $2.35M
|
476K
$40M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
39.7K+ 34.56% |
$2.1M - $2.35M
|
154K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
39.3KNew |
$2.08M - $2.32M
|
39.3K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
39K+ 19.05% |
$2.07M - $2.31M
|
244K
$20.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
37.7K+ 86.23% |
$2M - $2.23M
|
81.3K
$6.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.4K+ 95.66% |
$1.98M - $2.21M
|
76.5K
$6.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
36KNew |
$1.91M - $2.13M
|
36K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
34.6K+ 19.48% |
$1.84M - $2.05M
|
212K
$17.9M
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
34.5K+ 1.24% |
$1.83M - $2.04M
|
2.82M
$238M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
34.4KNew |
$1.83M - $2.04M
|
34.4K
$2.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
33.8K+ 51.84% |
$1.79M - $2M
|
99.1K
$8.34M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
33.5KNew |
$1.78M - $1.98M
|
33.5K
$2.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
32.9K+ 33.59% |
$1.75M - $1.95M
|
131K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.5K+ 211.26% |
$1.72M - $1.92M
|
47.9K
$4.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
BUY
|
- |
31.9K+ 56.11% |
$1.69M - $1.88M
|
88.7K
$7.46M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.7K+ 22.1% |
$1.68M - $1.87M
|
175K
$14.7M
|