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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
11.7K+ 9.61% |
$619K - $690K
|
133K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
11.5K+ 29.8% |
$612K - $683K
|
50.3K
$4.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
11.5KNew |
$609K - $680K
|
11.5K
$968K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11.4KNew |
$602K - $671K
|
11.4K
$955K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.2KNew |
$595K - $664K
|
11.2K
$945K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11KNew |
$582K - $649K
|
11K
$924K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10.9K+ 280.95% |
$577K - $644K
|
14.8K
$1.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10.8K+ 97.28% |
$575K - $641K
|
22K
$1.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Udine Wealth Management, Inc.
|
BUY
|
- |
10.7KNew |
$567K - $633K
|
10.7K
$901K
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.7KNew |
$565K - $630K
|
10.7K
$896K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.3KNew |
$546K - $609K
|
10.3K
$867K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
10.1K+ 13.23% |
$538K - $600K
|
86.8K
$7.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1K+ 8.92% |
$536K - $598K
|
123K
$10.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
10.1K+ 108.88% |
$536K - $597K
|
19.4K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.89K+ 3.22% |
$524K - $585K
|
318K
$26.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.88K+ 11764.29% |
$524K - $584K
|
9.97K
$839K
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.71KNew |
$515K - $574K
|
9.71K
$817K
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.65KNew |
$512K - $571K
|
9.65K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.59KNew |
$508K - $567K
|
9.59K
$807K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
9.49K+ 70.65% |
$503K - $561K
|
22.9K
$1.93M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.43K+ 129.94% |
$500K - $558K
|
16.7K
$1.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9.31K+ 75.95% |
$493K - $550K
|
21.6K
$1.81M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
9.22KNew |
$489K - $546K
|
9.22K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.16KNew |
$485K - $541K
|
9.16K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.98K+ 47284.21% |
$476K - $531K
|
9K
$758K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.89KNew |
$471K - $526K
|
8.89K
$749K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
8.8KNew |
$466K - $520K
|
8.8K
$740K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.73K+ 175.21% |
$463K - $516K
|
13.7K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.69KNew |
$461K - $514K
|
8.69K
$731K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.68K+ 20.76% |
$460K - $514K
|
50.5K
$4.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.68K+ 11.72% |
$460K - $514K
|
82.7K
$6.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
8.62K+ 60.15% |
$457K - $510K
|
23K
$1.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
BUY
|
- |
8.56K+ 59.1% |
$454K - $506K
|
23K
$1.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
8.55K+ 17.92% |
$453K - $505K
|
56.2K
$4.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
8.33KNew |
$442K - $493K
|
8.33K
$701K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
8.32K+ 35.62% |
$441K - $492K
|
31.7K
$2.67M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
8.31KNew |
$440K - $491K
|
8.31K
$699K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
8.3K+ 28.68% |
$440K - $491K
|
37.3K
$3.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
8.13KNew |
$431K - $481K
|
8.13K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.12K+ 50.24% |
$431K - $480K
|
24.3K
$2.04M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.06K+ 85.86% |
$427K - $477K
|
17.5K
$1.47M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.91K+ 26.28% |
$419K - $468K
|
38K
$3.2M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
7.88KNew |
$417K - $466K
|
7.88K
$663K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.87K+ 35.72% |
$417K - $465K
|
29.9K
$2.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.79K+ 3.64% |
$413K - $460K
|
222K
$18.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.78KNew |
$413K - $460K
|
7.78K
$655K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
7.77K+ 15.62% |
$412K - $459K
|
57.5K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
7.76KNew |
$411K - $459K
|
7.76K
$653K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
7.64K+ 101.68% |
$405K - $452K
|
15.2K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
7.64KNew |
$405K - $452K
|
7.64K
$643K
|