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 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
7.53KNew |
$399K - $446K
|
7.53K
$634K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.52K+ 1.74% |
$399K - $445K
|
439K
$37M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
7.5K+ 100.36% |
$398K - $444K
|
15K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.44KNew |
$394K - $440K
|
7.44K
$626K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.39KNew |
$392K - $437K
|
7.39K
$622K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
7.3KNew |
$387K - $432K
|
7.3K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
7.3K+ 15.08% |
$387K - $432K
|
55.7K
$4.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
7.05KNew |
$374K - $417K
|
7.05K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.05K+ 18.28% |
$373K - $417K
|
45.6K
$3.84M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
7.04KNew |
$373K - $416K
|
7.04K
$593K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
7.01KNew |
$372K - $415K
|
7.01K
$590K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.95K+ 9.82% |
$368K - $411K
|
77.7K
$6.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
6.76K+ 11.93% |
$358K - $400K
|
63.4K
$5.34M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.68K+ 2.25% |
$354K - $395K
|
303K
$25.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.68KNew |
$354K - $395K
|
6.68K
$562K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.67K+ 99.31% |
$353K - $394K
|
13.4K
$1.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
6.62K+ 130.65% |
$351K - $392K
|
11.7K
$984K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6.61K+ 21.75% |
$350K - $391K
|
37K
$3.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.58KNew |
$349K - $389K
|
6.58K
$554K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
6.51KNew |
$345K - $385K
|
6.51K
$548K
|
|
|
Jan 26, 2022
Q4 2021
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
6.5K+ 2.69% |
$344K - $384K
|
248K
$20.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.5K+ 302.66% |
$344K - $384K
|
8.64K
$727K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
6.45KNew |
$342K - $382K
|
6.45K
$543K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.42K+ 9.23% |
$341K - $380K
|
76K
$6.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
6.37KNew |
$338K - $377K
|
6.37K
$536K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
6.35KNew |
$336K - $375K
|
6.35K
$534K
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.29KNew |
$333K - $372K
|
6.29K
$529K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
6.25K+ 77.16% |
$331K - $370K
|
14.4K
$1.21M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
6.21KNew |
$329K - $367K
|
6.21K
$523K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
6.11KNew |
$324K - $361K
|
6.11K
$514K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.05K+ 3.12% |
$321K - $358K
|
200K
$16.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.01K+ 14.41% |
$319K - $355K
|
47.7K
$4.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
6K+ 1.91% |
$318K - $355K
|
320K
$27M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.99KNew |
$318K - $354K
|
5.99K
$504K
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
5.99KNew |
$317K - $354K
|
5.99K
$504K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
5.92K+ 38.48% |
$314K - $350K
|
21.3K
$1.79M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
5.87KNew |
$311K - $347K
|
5.87K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.87K+ 3.51% |
$311K - $347K
|
173K
$14.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5.79KNew |
$307K - $343K
|
5.79K
$488K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.78KNew |
$306K - $342K
|
5.78K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
5.75KNew |
$305K - $340K
|
5.75K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.75K+ 22.45% |
$305K - $340K
|
31.4K
$2.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.67KNew |
$301K - $335K
|
5.67K
$477K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.62KNew |
$298K - $332K
|
5.62K
$473K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.61K+ 249.38% |
$297K - $332K
|
7.85K
$661K
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
5.53K+ 18.21% |
$293K - $327K
|
35.9K
$3.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.45K+ 52.56% |
$289K - $322K
|
15.8K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.42K+ 11.13% |
$287K - $321K
|
54.1K
$4.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.42KNew |
$287K - $320K
|
5.42K
$456K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.41K+ 13.0% |
$287K - $320K
|
47K
$3.96M
|