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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-2.64K- 22.41% |
$222K - $246K
|
9.13K
$800K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.63K- 14.04% |
$222K - $245K
|
16.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.6K- 1.39% |
$219K - $243K
|
184K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.6K- 10.99% |
$219K - $243K
|
21K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.54K- 8.1% |
$214K - $237K
|
28.8K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.54K- 4.6% |
$214K - $237K
|
52.7K
$4.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.52K- 24.25% |
$213K - $235K
|
7.88K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
CALL |
-2.4K- 30.77% |
$202K - $224K
|
5.4K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.39K- 5.92% |
$201K - $223K
|
37.9K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.37K- 9.57% |
$200K - $222K
|
22.4K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.33K- 20.03% |
$196K - $217K
|
9.28K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-2.3K- 57.5% |
$194K - $215K
|
1.7K
$149K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.28K- 5.24% |
$192K - $213K
|
41.3K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 10.05% |
$190K - $211K
|
20.2K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-2.1K- 6.4% |
$177K - $196K
|
30.7K
$2.69M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.1K- 3.25% |
$177K - $196K
|
62.4K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.98K- 11.72% |
$167K - $185K
|
14.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.97K- 18.55% |
$166K - $184K
|
8.64K
$757K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 3.77% |
$165K - $183K
|
50K
$4.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.94K- 8.33% |
$164K - $181K
|
21.4K
$1.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 26.65% |
$163K - $180K
|
5.31K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-1.91K- 42.88% |
$161K - $179K
|
2.55K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.65% |
$160K - $177K
|
290K
$25.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.89K- 2.24% |
$160K - $177K
|
82.6K
$7.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.87K- 14.17% |
$158K - $175K
|
11.4K
$995K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.86K- 6.84% |
$157K - $174K
|
25.3K
$2.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.85K- 5.45% |
$156K - $172K
|
32.1K
$2.81M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.8K- 12.37% |
$152K - $168K
|
12.7K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.79K- 42.81% |
$151K - $167K
|
2.39K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.75K- 4.3% |
$148K - $164K
|
39K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.71K- 1.83% |
$144K - $159K
|
91.6K
$8.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.69K- 32.3% |
$143K - $158K
|
3.55K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.66K- 1.36% |
$140K - $155K
|
121K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1.63K- 9.85% |
$138K - $153K
|
14.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.6K- 25.96% |
$135K - $150K
|
4.57K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.57K- 5.57% |
$133K - $147K
|
26.7K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 0.96% |
$130K - $144K
|
159K
$13.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.54K- 22.18% |
$130K - $144K
|
5.4K
$473K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.54K- 19.1% |
$130K - $144K
|
6.51K
$571K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.5K- 5.31% |
$127K - $140K
|
26.8K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.5K- 36.62% |
$126K - $140K
|
2.59K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 6.25% |
$125K - $138K
|
22.2K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 21.67% |
$124K - $137K
|
5.3K
$465K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.46K- 6.89% |
$123K - $136K
|
19.7K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.45K- 9.66% |
$122K - $135K
|
13.6K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.45K- 0.14% |
$122K - $135K
|
1.04M
$91.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 1.89% |
$115K - $128K
|
71K
$6.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.36K- 9.88% |
$115K - $127K
|
12.4K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.36K- 17.67% |
$115K - $127K
|
6.34K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.32K- 10.02% |
$112K - $124K
|
11.9K
$1.04M
|