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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-1.99K- 40.49% |
$152K - $187K
|
2.93K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.93K- 41.9% |
$148K - $182K
|
2.68K
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.86K- 94.69% |
$142K - $175K
|
104
$9.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-1.84K- 23.22% |
$141K - $173K
|
6.09K
$560K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.46K- 3.47% |
$111K - $137K
|
40.5K
$3.73M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 4.73% |
$108K - $133K
|
28.4K
$2.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.4K- 42.42% |
$107K - $132K
|
1.9K
$175K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.11K- 18.99% |
$85.1K - $105K
|
4.75K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-1.1K- 16.2% |
$84.1K - $104K
|
5.69K
$524K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-905- 9.51% |
$69.2K - $85.2K
|
8.61K
$792K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-891- 0.46% |
$68.1K - $83.9K
|
194K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-875- 25.42% |
$66.9K - $82.4K
|
2.57K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-753- 15.84% |
$57.6K - $70.9K
|
4K
$368K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-736- 38.68% |
$56.3K - $69.3K
|
1.17K
$107K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-700- 9.21% |
$53.5K - $65.9K
|
6.9K
$635K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-590- 3.13% |
$45.1K - $55.5K
|
18.3K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-550- 25.58% |
$42K - $51.8K
|
1.6K
$147K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-509- 0.67% |
$38.9K - $47.9K
|
76K
$6.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-500- 1.26% |
$38.2K - $47.1K
|
39.1K
$3.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-500- 32.83% |
$38.2K - $47.1K
|
1.02K
$94.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-493- 8.01% |
$37.7K - $46.4K
|
5.66K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-475- 9.09% |
$36.3K - $44.7K
|
4.75K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-450- 49.23% |
$34.4K - $42.4K
|
464
$42.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-444- 13.93% |
$33.9K - $41.8K
|
2.74K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-408- 14.28% |
$31.2K - $38.4K
|
2.45K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 13.54% |
$30.6K - $37.7K
|
2.56K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-362- 92.82% |
$27.7K - $34.1K
|
28
$2.58K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-314- 9.96% |
$24K - $29.6K
|
2.84K
$261K
|
|
|
Jan 28, 2026
Q2 2025
|
Cornerstone National Bank & Trust CO
Palatine, IL |
SELL
|
- |
-301Closed |
$23K - $28.3K
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-283- 9.49% |
$21.6K - $26.6K
|
2.7K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-283- 9.96% |
$21.6K - $26.6K
|
2.56K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-240- 8.95% |
$18.3K - $22.6K
|
2.44K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-220- 8.17% |
$16.8K - $20.7K
|
2.47K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-194- 2.77% |
$14.8K - $18.3K
|
6.81K
$626K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-184- 6.15% |
$14.1K - $17.3K
|
2.81K
$258K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-171- 1.22% |
$13.1K - $16.1K
|
13.9K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-159- 4.6% |
$12.2K - $15K
|
3.3K
$304K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.34% |
$11.3K - $13.9K
|
2.62K
$241K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-140- 2.18% |
$10.7K - $13.2K
|
6.29K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-134- 40.24% |
$10.2K - $12.6K
|
199
$18.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-125- 4.42% |
$9.56K - $11.8K
|
2.7K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-113- 12.1% |
$8.64K - $10.6K
|
821
$75.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-99- 43.04% |
$7.57K - $9.32K
|
131
$12.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 3.43% |
$6.5K - $8K
|
2.39K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-81- 74.31% |
$6.19K - $7.62K
|
28
$2.58K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-79- 0.33% |
$6.04K - $7.44K
|
23.6K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-73- 1.94% |
$5.58K - $6.87K
|
3.7K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 1.12% |
$5.43K - $6.68K
|
6.27K
$577K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-58- 25.78% |
$4.43K - $5.46K
|
167
$15.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-52- 70.27% |
$3.97K - $4.89K
|
22
$2.02K
|
|