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 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-5.31KClosed |
$281K - $314K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.38K- 16.65% |
$285K - $318K
|
26.9K
$2.49M
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.42K- 48.63% |
$287K - $320K
|
5.72K
$529K
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-5.42K- 8.39% |
$287K - $321K
|
59.2K
$5.47M
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-5.45KClosed |
$289K - $322K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5.47K- 52.16% |
$290K - $323K
|
5.02K
$464K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.47KClosed |
$290K - $324K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.48K- 2.82% |
$291K - $324K
|
189K
$17.5M
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.89KClosed |
$312K - $348K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.91K- 14.54% |
$313K - $349K
|
34.7K
$3.21M
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-5.95K- 3.76% |
$315K - $352K
|
152K
$14.1M
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.97K- 21.86% |
$317K - $353K
|
21.3K
$1.97M
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.98K- 16.21% |
$317K - $354K
|
30.9K
$2.86M
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.09K- 46.71% |
$323K - $360K
|
6.95K
$642K
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-6.11K- 14.08% |
$324K - $361K
|
37.3K
$3.45M
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-6.25K- 44.92% |
$331K - $370K
|
7.66K
$708K
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-6.35KClosed |
$337K - $375K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-6.4K- 23.03% |
$339K - $378K
|
21.4K
$1.98M
|
|
Jan 31, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
SELL
|
- |
-6.48K- 99.55% |
$343K - $383K
|
29
$2.68K
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-6.48K- 47.83% |
$344K - $383K
|
7.07K
$653K
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 35.68% |
$347K - $388K
|
11.8K
$1.09M
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-6.62K- 5.8% |
$351K - $392K
|
108K
$9.94M
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-6.64K- 94.32% |
$352K - $393K
|
400
$37K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.66K- 13.14% |
$353K - $394K
|
44K
$4.06M
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-6.97K- 4.51% |
$370K - $412K
|
148K
$13.6M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7K- 18.34% |
$371K - $414K
|
31.1K
$2.88M
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-7K- 7.42% |
$371K - $414K
|
87.4K
$8.08M
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.07K- 64.43% |
$375K - $418K
|
3.9K
$361K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-7.23K- 12.97% |
$383K - $427K
|
48.5K
$4.48M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-7.23K- 59.79% |
$383K - $428K
|
4.86K
$449K
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-7.87K- 6.07% |
$417K - $466K
|
122K
$11.3M
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.95K- 37.12% |
$421K - $470K
|
13.5K
$1.24M
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-7.96K- 6.42% |
$422K - $471K
|
116K
$10.7M
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-7.99K- 4.87% |
$424K - $473K
|
156K
$14.4M
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-8.11KClosed |
$430K - $480K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.44K- 49.52% |
$447K - $499K
|
8.61K
$795K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.55K- 28.86% |
$453K - $506K
|
21.1K
$1.95M
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-8.57K- 44.83% |
$454K - $507K
|
10.5K
$975K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-8.6K- 25.67% |
$456K - $509K
|
24.9K
$2.3M
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
SELL
|
- |
-8.65K- 4.66% |
$459K - $512K
|
177K
$16.4M
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-8.71KClosed |
$462K - $515K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-8.75KClosed |
$464K - $517K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-8.75KClosed |
$464K - $517K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-8.95K- 12.43% |
$475K - $529K
|
63.1K
$5.83M
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-9.2KClosed |
$488K - $544K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-9.9K- 7.28% |
$525K - $585K
|
126K
$11.7M
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-9.91K- 35.1% |
$525K - $586K
|
18.3K
$1.69M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-9.98KClosed |
$529K - $590K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-9.98K- 4.91% |
$529K - $590K
|
193K
$17.9M
|
|
Feb 11, 2022
Q4 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$530K - $591K
|
0
$0
|