Purchases and Sales Made in Q1 2022 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 18, 2022 Q1 2022
Procyon Advisors, LLC

BUY
 -
203
+ 2.04%
$11.6K - $16K
10.2K $861K
May 10, 2022 Q1 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
202
+ 531.58%
$11.6K - $15.9K
240 $20.3K
Apr 20, 2022 Q1 2022
West Oak Capital, LLC

BUY
 -
200
+ 500.0%
$11.4K - $15.8K
240 $20.3K
Apr 21, 2022 Q1 2022
Ballast Advisors LLC

BUY
 -
200
New
$11.4K - $15.8K
200 $16.9K
May 16, 2022 Q1 2022
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
200
+ 13.62%
$11.4K - $15.8K
1.67K $141K
May 03, 2022 Q1 2022
Firestone Capital Management

BUY
 -
199
+ 4.25%
$11.4K - $15.7K
4.88K $413K
May 02, 2022 Q1 2022
Spinnaker Trust

BUY
 -
196
+ 2.36%
$11.2K - $15.4K
8.48K $718K
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
193
+ 4.5%
$11K - $15.2K
4.48K $379K
May 06, 2022 Q1 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
184
+ 0.31%
$10.5K - $14.5K
60.1K $5.09M
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
182
New
$10.4K - $14.3K
182 $15.4K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
177
New
$10.1K - $13.9K
177 $15K
May 11, 2022 Q1 2022
Marco Investment Management LLC

BUY
 -
171
+ 1.78%
$9.78K - $13.5K
9.78K $828K
Apr 13, 2022 Q1 2022
Baldwin Brothers LLC

BUY
 -
170
New
$9.73K - $13.4K
170 $14.4K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
170
+ 8.45%
$9.73K - $13.4K
2.18K $185K
Apr 27, 2022 Q1 2022
Lee Danner & Bass Inc

BUY
 -
165
+ 1.81%
$9.44K - $13K
9.26K $784K
Apr 27, 2022 Q1 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
156
+ 1.81%
$8.93K - $12.3K
8.76K $742K
Apr 27, 2022 Q1 2022
Patron Partners, LLC

BUY
 -
156
+ 2.35%
$8.93K - $12.3K
6.79K $575K
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

BUY
 -
156
+ 12.11%
$8.93K - $12.3K
1.44K $122K
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

BUY
 -
155
+ 45.86%
$8.87K - $12.2K
493 $41.7K
Apr 14, 2022 Q1 2022
Hudson Value Partners, LLC

BUY
 -
150
+ 1.91%
$8.58K - $11.8K
8.02K $678K
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

BUY
 -
150
New
$8.58K - $11.8K
150 $12.7K
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
143
+ 116.26%
$8.18K - $11.3K
266 $22.5K
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
138
New
$7.9K - $10.9K
138 $11.7K
Apr 08, 2022 Q1 2022
Contravisory Investment Management, Inc.

BUY
 -
136
+ 1.65%
$7.78K - $10.7K
8.39K $710K
May 13, 2022 Q1 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
132
+ 1.3%
$7.55K - $10.4K
10.3K $869K
May 05, 2022 Q1 2022
Simon Quick Advisors, LLC

BUY
 -
130
+ 1.3%
$7.44K - $10.2K
10.1K $855K
May 04, 2022 Q1 2022
All Square Wealth Management LLC

Albany, NY
BUY
 -
120
New
$6.87K - $9.45K
120 $10.2K
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
118
+ 1.22%
$6.75K - $9.29K
9.83K $832K
Apr 29, 2022 Q1 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
116
+ 12.82%
$6.64K - $9.14K
1.02K $86.4K
May 13, 2022 Q1 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
114
New
$6.52K - $8.98K
114 $9.65K
Apr 18, 2022 Q1 2022
Central Bank & Trust CO

BUY
 -
113
+ 8.84%
$6.47K - $8.9K
1.39K $118K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
112
+ 51.38%
$6.41K - $8.82K
330 $27.9K
Apr 28, 2022 Q1 2022
Patten Group, Inc.

BUY
 -
107
+ 2.51%
$6.12K - $8.43K
4.36K $369K
Apr 20, 2022 Q1 2022
Blb&B Advisors, LLC

BUY
 -
106
+ 1.63%
$6.07K - $8.35K
6.62K $560K
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
105
+ 1.42%
$6.01K - $8.27K
7.48K $633K
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
100
+ 50.0%
$5.72K - $7.88K
300 $25.4K
May 13, 2022 Q1 2022
Journey Advisory Group, LLC

BUY
 -
100
+ 1.74%
$5.72K - $7.88K
5.85K $495K
May 13, 2022 Q1 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
100
New
$5.72K - $7.88K
100 $8.46K
May 16, 2022 Q1 2022
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
99
+ 1.3%
$5.66K - $7.8K
7.73K $654K
May 04, 2022 Q1 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
99
New
$5.66K - $7.8K
99 $8.38K
May 11, 2022 Q1 2022
Rock Creek Group, LP

BUY
 -
88
+ 7.07%
$5.04K - $6.93K
1.33K $113K
May 05, 2022 Q1 2022
Foresight Capital Management Advisors, Inc.

BUY
 -
83
New
$4.75K - $6.54K
83 $7.03K
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

BUY
 -
75
New
$4.29K - $5.91K
75 $6.35K
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
74
+ 2.01%
$4.23K - $5.83K
3.76K $319K
Apr 26, 2022 Q1 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
74
+ 4.9%
$4.23K - $5.83K
1.58K $134K
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
68
+ 1.72%
$3.89K - $5.36K
4.03K $341K
May 16, 2022 Q1 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
68
+ 58.62%
$3.89K - $5.36K
184 $15.6K
Apr 05, 2022 Q1 2022
Byrne Asset Management LLC

BUY
 -
66
+ 26.09%
$3.78K - $5.2K
319 $27K
Apr 18, 2022 Q1 2022
Northwest Investment Counselors, LLC

BUY
 -
62
+ 3.6%
$3.55K - $4.88K
1.78K $151K

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