Purchases and Sales Made in Q1 2022 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
447+ 2.31% |
$25.6K - $35.2K
|
19.8K
$1.67M
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
444+ 2.08% |
$25.4K - $35K
|
21.8K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
441New |
$25.2K - $34.7K
|
441
$37.3K
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
420+ 3.93% |
$24K - $33.1K
|
11.1K
$940K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
411New |
$23.5K - $32.4K
|
411
$34.8K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
408New |
$23.3K - $32.1K
|
408
$34.5K
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
400New |
$22.9K - $31.5K
|
400
$33.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
384+ 1.12% |
$22K - $30.2K
|
34.7K
$2.94M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
356+ 5.94% |
$20.4K - $28K
|
6.35K
$537K
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
355+ 5.55% |
$20.3K - $28K
|
6.75K
$571K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
354+ 0.82% |
$20.3K - $27.9K
|
43.6K
$3.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
347+ 3.23% |
$19.9K - $27.3K
|
11.1K
$938K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
341+ 3.04% |
$19.5K - $26.9K
|
11.6K
$978K
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
339+ 7.7% |
$19.4K - $26.7K
|
4.74K
$401K
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
328+ 3.47% |
$18.8K - $25.8K
|
9.79K
$828K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
327+ 4.4% |
$18.7K - $25.8K
|
7.77K
$657K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
325+ 1.62% |
$18.6K - $25.6K
|
20.4K
$1.72M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
324+ 5.39% |
$18.5K - $25.5K
|
6.33K
$536K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
322+ 7.34% |
$18.4K - $25.4K
|
4.71K
$398K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
316+ 7.54% |
$18.1K - $24.9K
|
4.51K
$381K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
310+ 0.75% |
$17.7K - $24.4K
|
41.5K
$3.51M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
310+ 861.11% |
$17.7K - $24.4K
|
346
$29.3K
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
308+ 6.68% |
$17.6K - $24.3K
|
4.92K
$416K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
308+ 0.67% |
$17.6K - $24.3K
|
46.5K
$3.93M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
306+ 8.23% |
$17.5K - $24.1K
|
4.03K
$340K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
301+ 6.19% |
$17.2K - $23.7K
|
5.16K
$437K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
294+ 37.98% |
$16.8K - $23.2K
|
1.07K
$90.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
289+ 5.47% |
$16.5K - $22.8K
|
5.57K
$471K
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
288+ 1.54% |
$16.5K - $22.7K
|
19K
$1.61M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
280+ 2.65% |
$16K - $22.1K
|
10.8K
$917K
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
278+ 5.4% |
$15.9K - $21.9K
|
5.43K
$459K
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
275+ 3.76% |
$15.7K - $21.7K
|
7.6K
$642K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
269+ 89.67% |
$15.4K - $21.2K
|
569
$48.1K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
266+ 1.52% |
$15.2K - $20.9K
|
17.8K
$1.51M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
263+ 6.49% |
$15K - $20.7K
|
4.32K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
261+ 1.05% |
$14.9K - $20.6K
|
25.1K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
259+ 0.71% |
$14.8K - $20.4K
|
36.9K
$3.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
257New |
$14.7K - $20.2K
|
257
$21.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
256+ 5.52% |
$14.6K - $20.2K
|
4.9K
$414K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
249+ 0.88% |
$14.2K - $19.6K
|
28.5K
$2.41M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
249+ 355.71% |
$14.2K - $19.6K
|
319
$27K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
247+ 77.92% |
$14.1K - $19.5K
|
564
$47.7K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
247+ 6.82% |
$14.1K - $19.5K
|
3.87K
$327K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
235+ 146.88% |
$13.4K - $18.5K
|
395
$33.4K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
233+ 29.16% |
$13.3K - $18.3K
|
1.03K
$87.3K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
232+ 15.69% |
$13.3K - $18.3K
|
1.71K
$145K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
231+ 3.55% |
$13.2K - $18.2K
|
6.73K
$569K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
231+ 6.59% |
$13.2K - $18.2K
|
3.74K
$316K
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
228+ 3.59% |
$13K - $18K
|
6.57K
$556K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
210+ 76.64% |
$12K - $16.5K
|
484
$40.9K
|