Latest Institutional Sells of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-136K- 98.93% |
$11.6M - $12.8M
|
1.47K
$136K
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-89.5K- 94.98% |
$7.67M - $8.41M
|
4.73K
$437K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-78.5K- 93.41% |
$6.73M - $7.38M
|
5.54K
$512K
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-71.6K- 95.95% |
$6.14M - $6.73M
|
3.02K
$279K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-57.3K- 51.7% |
$4.91M - $5.39M
|
53.5K
$4.95M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-42.6K- 32.79% |
$3.65M - $4M
|
87.2K
$8.06M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.8K- 27.66% |
$2.73M - $2.99M
|
83.2K
$7.69M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-25.4K- 45.41% |
$2.18M - $2.39M
|
30.6K
$2.82M
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.9K- 11.92% |
$2.13M - $2.34M
|
184K
$17M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-18.1K- 44.76% |
$1.55M - $1.7M
|
22.3K
$2.06M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.8K- 25.43% |
$1.53M - $1.67M
|
52.2K
$4.82M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13.9K- 70.58% |
$1.2M - $1.31M
|
5.81K
$537K
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.2K- 59.24% |
$1.13M - $1.24M
|
9.06K
$837K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-12.6K- 25.93% |
$1.08M - $1.18M
|
36K
$3.33M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.3K- 73.33% |
$1.05M - $1.15M
|
4.46K
$412K
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-9.72K- 75.58% |
$833K - $913K
|
3.14K
$290K
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 7.55% |
$765K - $839K
|
109K
$10.1M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.9K- 32.11% |
$763K - $836K
|
18.8K
$1.74M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8.62K- 82.0% |
$738K - $810K
|
1.89K
$175K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.27K- 40.71% |
$709K - $777K
|
12K
$1.11M
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.96K- 75.38% |
$682K - $748K
|
2.6K
$240K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-7.11K- 55.22% |
$609K - $668K
|
5.76K
$533K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.65K- 10.84% |
$570K - $625K
|
54.7K
$5.06M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.99K- 68.37% |
$513K - $563K
|
2.77K
$256K
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.68K- 41.51% |
$487K - $534K
|
8K
$740K
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.68K- 8.57% |
$487K - $534K
|
60.6K
$5.6M
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-5.47K- 10.0% |
$468K - $514K
|
49.2K
$4.55M
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.46K- 2.41% |
$468K - $513K
|
221K
$20.4M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.26K- 8.22% |
$451K - $495K
|
58.8K
$5.43M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.14K- 1.08% |
$440K - $483K
|
469K
$43.4M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.07K- 16.88% |
$434K - $476K
|
25K
$2.31M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.6K- 4.83% |
$394K - $432K
|
90.7K
$8.38M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.57K- 51.31% |
$392K - $429K
|
4.34K
$401K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.09% |
$361K - $396K
|
30.6K
$2.83M
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.04K- 10.62% |
$346K - $379K
|
34K
$3.14M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.89K- 33.26% |
$333K - $365K
|
7.8K
$721K
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 4.94% |
$313K - $344K
|
70.4K
$6.51M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.62K- 3.84% |
$310K - $340K
|
90.6K
$8.38M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.37K- 4.65% |
$289K - $317K
|
69.2K
$6.39M
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-3.34K- 7.21% |
$286K - $313K
|
42.9K
$3.97M
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.15K- 7.22% |
$270K - $296K
|
40.5K
$3.74M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 20.27% |
$237K - $260K
|
10.9K
$1.01M
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.37K- 34.41% |
$203K - $222K
|
4.51K
$417K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.24K- 10.19% |
$192K - $211K
|
19.8K
$1.83M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.21K- 8.52% |
$189K - $208K
|
23.7K
$2.19M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 2.35% |
$187K - $205K
|
90.5K
$8.37M
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.93K- 18.71% |
$166K - $182K
|
8.4K
$776K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.85K- 14.38% |
$158K - $173K
|
11K
$1.02M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.67K- 23.34% |
$143K - $157K
|
5.49K
$508K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.6K- 27.88% |
$137K - $150K
|
4.13K
$381K
|