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 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.3% |
$172 - $236
|
1.01K
$85.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.89% |
$172 - $236
|
341
$28.9K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.17% |
$172 - $236
|
1.74K
$148K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$114 - $158
|
8.72K
$738K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 0.72% |
$114 - $158
|
280
$23.7K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2New |
$114 - $158
|
2
$169
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.98% |
$114 - $158
|
207
$17.5K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.37% |
$114 - $158
|
540
$45.7K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.13% |
$114 - $158
|
179
$15.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.62% |
$57.2 - $78.8
|
163
$13.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 2.5% |
$57.2 - $78.8
|
41
$3.47K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$57.2 - $78.8
|
4.72K
$399K
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$57.2 - $78.8
|
4.71K
$399K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.54% |
$57.2 - $78.8
|
186
$15.7K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.07% |
$57.2 - $78.8
|
1.48K
$125K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.08% |
$57.2 - $78.8
|
1.2K
$102K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.02% |
$57.2 - $78.8
|
5.09K
$431K
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$57.2 - $78.8
|
5.25K
$444K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1- 0.01% |
$57.2 - $78.8
|
7.63K
$646K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2- 0.04% |
$114 - $158
|
4.99K
$422K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2Closed |
$114 - $158
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.3% |
$286 - $394
|
1.65K
$140K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 1.27% |
$458 - $630
|
623
$52.7K
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-9- 0.06% |
$515 - $709
|
14.8K
$1.25M
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11- 0.29% |
$629 - $866
|
3.73K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.31% |
$687 - $945
|
3.88K
$328K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-13- 0.29% |
$744 - $1.02K
|
4.53K
$383K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-16Closed |
$916 - $1.26K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17- 6.16% |
$973 - $1.34K
|
259
$21.9K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-20Closed |
$1.14K - $1.58K
|
0
$0
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-22- 9.44% |
$1.26K - $1.73K
|
211
$17.9K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-24Closed |
$1.37K - $1.89K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-25- 0.18% |
$1.43K - $1.97K
|
13.7K
$1.16M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-26- 0.25% |
$1.49K - $2.05K
|
10.4K
$881K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-28- 8.78% |
$1.6K - $2.21K
|
291
$24.6K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-28- 0.32% |
$1.6K - $2.21K
|
8.66K
$733K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-28- 11.07% |
$1.6K - $2.21K
|
225
$19K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 14.43% |
$1.66K - $2.28K
|
172
$14.6K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-34- 0.48% |
$1.95K - $2.68K
|
7.05K
$596K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-36- 7.13% |
$2.06K - $2.84K
|
469
$39.7K
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-37- 0.84% |
$2.12K - $2.91K
|
4.39K
$372K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-38- 20.0% |
$2.17K - $2.99K
|
152
$12.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-40Closed |
$2.29K - $3.15K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-42- 29.79% |
$2.4K - $3.31K
|
99
$8.38K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-43- 1.48% |
$2.46K - $3.39K
|
2.86K
$242K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-45- 1.37% |
$2.57K - $3.54K
|
3.25K
$275K
|
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-49- 0.69% |
$2.8K - $3.86K
|
7.02K
$594K
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-50Closed |
$2.86K - $3.94K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 0.88% |
$2.86K - $3.94K
|
5.65K
$478K
|