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 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-199- 8.26% |
$11.4K - $15.7K
|
2.21K
$187K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-201Closed |
$11.5K - $15.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-203- 8.92% |
$11.6K - $16K
|
2.07K
$176K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-203- 16.45% |
$11.6K - $16K
|
1.03K
$87.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-208- 42.89% |
$11.9K - $16.4K
|
277
$23.4K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-213- 24.23% |
$12.2K - $16.8K
|
666
$56.4K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-214- 1.36% |
$12.2K - $16.9K
|
15.5K
$1.31M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-218- 2.34% |
$12.5K - $17.2K
|
9.09K
$769K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-226- 11.24% |
$12.9K - $17.8K
|
1.78K
$151K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-227- 5.41% |
$13K - $17.9K
|
3.97K
$336K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-228- 0.9% |
$13K - $18K
|
25.1K
$2.12M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-228- 0.9% |
$13K - $18K
|
25.1K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-232- 1.55% |
$13.3K - $18.3K
|
14.7K
$1.25M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-234- 1.12% |
$13.4K - $18.4K
|
20.6K
$1.74M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-235- 6.01% |
$13.4K - $18.5K
|
3.67K
$311K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-240- 5.91% |
$13.7K - $18.9K
|
3.82K
$324K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
SELL
|
- |
-245- 10.4% |
$14K - $19.3K
|
2.11K
$179K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-247- 6.8% |
$14.1K - $19.5K
|
3.39K
$287K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-258- 6.11% |
$14.8K - $20.3K
|
3.96K
$335K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-260- 7.21% |
$14.9K - $20.5K
|
3.35K
$283K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-260- 1.39% |
$14.9K - $20.5K
|
18.5K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-268- 2.42% |
$15.3K - $21.1K
|
10.8K
$913K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-270- 3.42% |
$15.4K - $21.3K
|
7.64K
$646K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-276- 3.5% |
$15.8K - $21.7K
|
7.6K
$643K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$17.2K - $23.6K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-300Closed |
$17.2K - $23.6K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-313- 19.66% |
$17.9K - $24.6K
|
1.28K
$108K
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-314- 5.32% |
$18K - $24.7K
|
5.59K
$473K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-318- 2.53% |
$18.2K - $25K
|
12.3K
$1.04M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-320Closed |
$18.3K - $25.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-332- 53.9% |
$19K - $26.1K
|
284
$24K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-338- 22.56% |
$19.3K - $26.6K
|
1.16K
$98.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-340- 0.85% |
$19.5K - $26.8K
|
39.5K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-345- 8.41% |
$19.7K - $27.2K
|
3.76K
$318K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-355- 5.83% |
$20.3K - $28K
|
5.73K
$485K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-358- 7.74% |
$20.5K - $28.2K
|
4.27K
$361K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-367- 1.4% |
$21K - $28.9K
|
25.9K
$2.19M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-367Closed |
$21K - $28.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-372- 2.86% |
$21.3K - $29.3K
|
12.7K
$1.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-375- 2.28% |
$21.5K - $29.5K
|
16.1K
$1.36M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-377- 0.81% |
$21.6K - $29.7K
|
45.9K
$3.89M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-382- 5.27% |
$21.9K - $30.1K
|
6.87K
$581K
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-398- 9.02% |
$22.8K - $31.3K
|
4.01K
$340K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-399- 4.27% |
$22.8K - $31.4K
|
8.96K
$758K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-400- 16.0% |
$22.9K - $31.5K
|
2.1K
$178K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-420Closed |
$24K - $33.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-420- 1.15% |
$24K - $33.1K
|
36.2K
$3.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-421Closed |
$24.1K - $33.2K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-441- 9.76% |
$25.2K - $34.7K
|
4.08K
$345K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-443- 12.3% |
$25.3K - $34.9K
|
3.16K
$267K
|