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
|
E Rn Financial, LLC
|
BUY
|
- |
31.5KNew |
$1.67M - $1.87M
|
31.5K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
30.9K+ 112.86% |
$1.64M - $1.83M
|
58.3K
$4.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30.3K+ 25.45% |
$1.6M - $1.79M
|
149K
$12.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6K+ 14.27% |
$1.57M - $1.75M
|
237K
$20M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29K+ 3.75% |
$1.54M - $1.72M
|
803K
$67.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.9K+ 5.52% |
$1.53M - $1.71M
|
552K
$46.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
28.8K+ 21.43% |
$1.53M - $1.7M
|
163K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
28.5K+ 3.97% |
$1.51M - $1.69M
|
747K
$62.9M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
28.4K+ 35.12% |
$1.51M - $1.68M
|
109K
$9.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
28.4K+ 28.63% |
$1.51M - $1.68M
|
128K
$10.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
27.4K+ 356.25% |
$1.45M - $1.62M
|
35K
$2.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
27.2K+ 26.73% |
$1.44M - $1.61M
|
129K
$10.9M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
27.2KNew |
$1.44M - $1.61M
|
27.2K
$2.29M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
26.8KNew |
$1.42M - $1.58M
|
26.8K
$2.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.1K+ 11.39% |
$1.38M - $1.54M
|
255K
$21.5M
|
|
|
Feb 04, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
26.1K+ 89927.59% |
$1.38M - $1.54M
|
26.1K
$2.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
25.8KNew |
$1.37M - $1.53M
|
25.8K
$2.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
25.1K+ 80.98% |
$1.33M - $1.49M
|
56.1K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
25.1K+ 11055.95% |
$1.33M - $1.48M
|
25.3K
$2.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9K+ 10.95% |
$1.32M - $1.47M
|
252K
$21.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
24.8K+ 127.02% |
$1.31M - $1.47M
|
44.3K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
24.6K+ 122.54% |
$1.3M - $1.45M
|
44.6K
$3.75M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
24.2KNew |
$1.28M - $1.43M
|
24.2K
$2.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.28M - $1.43M
|
24.2K
$2.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
24.1KNew |
$1.28M - $1.42M
|
24.1K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
24K+ 222.91% |
$1.27M - $1.42M
|
34.8K
$2.93M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
23.9KNew |
$1.27M - $1.41M
|
23.9K
$2.01M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
23.8KNew |
$1.26M - $1.41M
|
23.8K
$2.01M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
23.6KNew |
$1.25M - $1.4M
|
23.6K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
23.6KNew |
$1.25M - $1.4M
|
23.6K
$1.99M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
23.2K+ 63.58% |
$1.23M - $1.37M
|
59.7K
$5.03M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
23.2KNew |
$1.23M - $1.37M
|
23.2K
$1.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
23KNew |
$1.22M - $1.36M
|
23K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
22.7K+ 13.74% |
$1.2M - $1.34M
|
188K
$15.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
22.5KNew |
$1.2M - $1.33M
|
22.5K
$1.9M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
22.5KNew |
$1.19M - $1.33M
|
22.5K
$1.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
22.4K+ 128.96% |
$1.18M - $1.32M
|
39.7K
$3.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22.3K+ 106.48% |
$1.18M - $1.32M
|
43.3K
$3.64M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
22.3KNew |
$1.18M - $1.32M
|
22.3K
$1.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22.1K+ 163.71% |
$1.17M - $1.31M
|
35.6K
$3M
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
22.1K+ 233.98% |
$1.17M - $1.31M
|
31.5K
$2.65M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.1KNew |
$1.17M - $1.3M
|
22.1K
$1.86M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
21.8KNew |
$1.15M - $1.29M
|
21.8K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 60.62% |
$1.15M - $1.29M
|
57.6K
$4.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.5K+ 193.68% |
$1.14M - $1.27M
|
32.6K
$2.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
21.3K+ 23.44% |
$1.13M - $1.26M
|
112K
$9.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
21.2K+ 19.7% |
$1.13M - $1.26M
|
129K
$10.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
20.9K+ 161.65% |
$1.11M - $1.23M
|
33.8K
$2.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.6K+ 0.84% |
$1.09M - $1.22M
|
2.47M
$208M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
20.3KNew |
$1.07M - $1.2M
|
20.3K
$1.71M
|