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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60+ 0.16% |
$3.43K - $4.73K
|
38.2K
$3.23M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 5.26% |
$2.86K - $3.94K
|
1K
$84.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 166.67% |
$2.86K - $3.94K
|
80
$6.77K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
50New |
$2.86K - $3.94K
|
50
$4.23K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
50+ 64.94% |
$2.86K - $3.94K
|
127
$10.7K
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
50+ 0.08% |
$2.86K - $3.94K
|
64.5K
$5.45M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$2.86K - $3.94K
|
50
$4.23K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
50+ 1.0% |
$2.86K - $3.94K
|
5.07K
$429K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
48+ 0.34% |
$2.75K - $3.78K
|
14.3K
$1.21M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
47+ 34.81% |
$2.69K - $3.7K
|
182
$15.4K
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
46+ 0.25% |
$2.63K - $3.62K
|
18.7K
$1.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
42+ 0.17% |
$2.4K - $3.31K
|
24.9K
$2.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
40+ 0.38% |
$2.29K - $3.15K
|
10.5K
$885K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
40+ 0.28% |
$2.29K - $3.15K
|
14.3K
$1.21M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
36+ 0.52% |
$2.06K - $2.84K
|
6.99K
$591K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
33+ 6.6% |
$1.89K - $2.6K
|
533
$45.1K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
32New |
$1.83K - $2.52K
|
32
$2.71K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 0.84% |
$1.72K - $2.36K
|
3.61K
$306K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29+ 0.25% |
$1.66K - $2.28K
|
11.6K
$985K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.06% |
$1.6K - $2.21K
|
45.1K
$3.82M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
27+ 1.43% |
$1.54K - $2.13K
|
1.91K
$162K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
25+ 0.86% |
$1.43K - $1.97K
|
2.93K
$248K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
25+ 0.18% |
$1.43K - $1.97K
|
14.3K
$1.21M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.9% |
$1.37K - $1.89K
|
2.69K
$228K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
22+ 0.09% |
$1.26K - $1.73K
|
24.4K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
19+ 0.14% |
$1.09K - $1.5K
|
13.2K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
19+ 0.4% |
$1.09K - $1.5K
|
4.76K
$403K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
18New |
$1.03K - $1.42K
|
18
$1.52K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
18+ 1.49% |
$1.03K - $1.42K
|
1.23K
$104K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 0.93% |
$973 - $1.34K
|
1.85K
$157K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.24% |
$916 - $1.26K
|
6.67K
$564K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
14+ 0.22% |
$801 - $1.1K
|
6.37K
$538K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
14New |
$801 - $1.1K
|
14
$1.18K
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
13+ 0.23% |
$744 - $1.02K
|
5.75K
$486K
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
13+ 0.17% |
$744 - $1.02K
|
7.68K
$649K
|
|
|
Apr 05, 2022
Q1 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
12+ 0.21% |
$687 - $945
|
5.86K
$495K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 0.95% |
$687 - $945
|
1.27K
$107K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.08% |
$629 - $866
|
14.1K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
11New |
$629 - $866
|
11
$930
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
10+ 0.91% |
$572 - $788
|
1.11K
$93.6K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.15% |
$458 - $630
|
5.42K
$459K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
8+ 0.67% |
$458 - $630
|
1.2K
$102K
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$401 - $551
|
18.5K
$1.56M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6+ 1.59% |
$343 - $473
|
383
$32.4K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6+ 0.12% |
$343 - $473
|
4.84K
$409K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.9% |
$286 - $394
|
562
$47.5K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.25% |
$286 - $394
|
1.97K
$167K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.84% |
$229 - $315
|
482
$40.8K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 1.0% |
$229 - $315
|
406
$34.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.15% |
$172 - $236
|
264
$22.3K
|