Purchases and Sales Made in Q4 2021 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.41K+ 23.79% |
$287K - $320K
|
28.1K
$2.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.33KNew |
$283K - $315K
|
5.33K
$451K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5.32KNew |
$282K - $314K
|
5.32K
$450K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5.26KNew |
$279K - $311K
|
5.26K
$445K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5.25KNew |
$278K - $311K
|
5.25K
$445K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.25K+ 25.96% |
$278K - $310K
|
25.5K
$2.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5.25K+ 2.52% |
$278K - $310K
|
213K
$18M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
5.23K+ 3.84% |
$277K - $309K
|
141K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.21K+ 19.26% |
$276K - $308K
|
32.2K
$2.73M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
5.15KNew |
$273K - $305K
|
5.15K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
5.02K+ 23.61% |
$266K - $297K
|
26.3K
$2.23M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
5K+ 19.89% |
$265K - $296K
|
30.2K
$2.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
BUY
|
- |
5KNew |
$265K - $296K
|
5K
$423K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
4.92K+ 28.75% |
$261K - $291K
|
22K
$1.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.92K+ 9.83% |
$261K - $291K
|
55K
$4.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.91K+ 58.79% |
$260K - $290K
|
13.3K
$1.12M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.91KNew |
$260K - $290K
|
4.91K
$415K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
4.84K+ 28.39% |
$257K - $286K
|
21.9K
$1.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.83KNew |
$256K - $286K
|
4.83K
$409K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.82KNew |
$256K - $285K
|
4.82K
$408K
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.8K+ 94.19% |
$254K - $284K
|
9.89K
$837K
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.78K+ 37.87% |
$253K - $282K
|
17.4K
$1.47M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
4.77KNew |
$253K - $282K
|
4.77K
$404K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
4.74KNew |
$251K - $280K
|
4.74K
$401K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
4.62K+ 5.68% |
$245K - $273K
|
85.9K
$7.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.61KNew |
$244K - $273K
|
4.61K
$390K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
4.61K+ 81.66% |
$244K - $272K
|
10.2K
$867K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.57K+ 7.21% |
$242K - $271K
|
68K
$5.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.55KNew |
$241K - $269K
|
4.55K
$385K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.52K+ 7.38% |
$239K - $267K
|
65.7K
$5.56M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
4.51K+ 5.13% |
$239K - $267K
|
92.5K
$7.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
4.5KNew |
$239K - $266K
|
4.5K
$381K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.5KNew |
$239K - $266K
|
4.5K
$381K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.5K+ 2.45% |
$238K - $266K
|
188K
$15.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.42K+ 6.91% |
$234K - $261K
|
68.4K
$5.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
4.41KNew |
$234K - $261K
|
4.41K
$373K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.34K+ 11.26% |
$230K - $257K
|
42.9K
$3.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
BUY
|
- |
4.34K+ 12.44% |
$230K - $257K
|
39.2K
$3.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.34KNew |
$230K - $256K
|
4.34K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.33KNew |
$229K - $256K
|
4.33K
$366K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.32K+ 6.32% |
$229K - $256K
|
72.8K
$6.16M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.32KNew |
$229K - $255K
|
4.32K
$366K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.32K+ 3.29% |
$229K - $255K
|
135K
$11.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
4.32KNew |
$229K - $255K
|
4.32K
$365K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
4.26KNew |
$226K - $252K
|
4.26K
$360K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.25K+ 15.12% |
$225K - $251K
|
32.4K
$2.74M
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
4.25K+ 14.01% |
$225K - $251K
|
34.6K
$2.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.24KNew |
$225K - $251K
|
4.24K
$359K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.23K+ 19.49% |
$224K - $250K
|
25.9K
$2.2M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.2K+ 3.07% |
$223K - $248K
|
141K
$11.9M
|