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 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-234- 3.6% |
$19.7K - $21.9K
|
6.27K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-230- 89.49% |
$19.4K - $21.5K
|
27
$2.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-225- 1.14% |
$19K - $21K
|
19.4K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-222- 0.68% |
$18.7K - $20.7K
|
32.6K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-222- 16.12% |
$18.7K - $20.7K
|
1.16K
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-217- 0.51% |
$18.3K - $20.3K
|
42.1K
$3.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-215- 2.21% |
$18.1K - $20.1K
|
9.51K
$877K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-213- 5.45% |
$18K - $19.9K
|
3.7K
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-212- 2.61% |
$17.9K - $19.8K
|
7.92K
$730K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-211- 0.2% |
$17.8K - $19.7K
|
106K
$9.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-206- 0.88% |
$17.4K - $19.2K
|
23.2K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-204- 0.24% |
$17.2K - $19.1K
|
84.4K
$7.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.6% |
$16.9K - $18.7K
|
12.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 4.08% |
$16.9K - $18.7K
|
4.7K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-200- 7.46% |
$16.9K - $18.7K
|
2.48K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-200- 0.67% |
$16.9K - $18.7K
|
29.9K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-200- 5.0% |
$16.9K - $18.7K
|
3.8K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 1.93% |
$16.9K - $18.7K
|
10.2K
$936K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-200- 2.07% |
$16.9K - $18.7K
|
9.44K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-199- 6.25% |
$16.8K - $18.6K
|
2.99K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-197- 5.34% |
$16.6K - $18.4K
|
3.49K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-195- 2.75% |
$16.4K - $18.2K
|
6.91K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-193- 2.53% |
$16.3K - $18K
|
7.44K
$686K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-191- 2.34% |
$16.1K - $17.8K
|
7.97K
$735K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-187- 1.88% |
$15.8K - $17.5K
|
9.75K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-181- 0.08% |
$15.3K - $16.9K
|
239K
$22.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-177- 41.55% |
$14.9K - $16.5K
|
249
$23K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-175- 0.93% |
$14.8K - $16.3K
|
18.6K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-173- 2.2% |
$14.6K - $16.2K
|
7.69K
$709K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-172- 4.34% |
$14.5K - $16.1K
|
3.79K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-170- 1.83% |
$14.3K - $15.9K
|
9.14K
$842K
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-164- 0.08% |
$13.8K - $15.3K
|
213K
$19.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-164- 43.39% |
$13.8K - $15.3K
|
214
$19.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-162- 5.37% |
$13.7K - $15.1K
|
2.86K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-162- 1.22% |
$13.7K - $15.1K
|
13.1K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-160- 45.85% |
$13.5K - $14.9K
|
189
$17.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-160- 1.91% |
$13.5K - $14.9K
|
8.22K
$758K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-159- 0.47% |
$13.4K - $14.8K
|
33.7K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-156- 6.06% |
$13.2K - $14.6K
|
2.42K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-155- 3.31% |
$13.1K - $14.5K
|
4.53K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-150- 2.17% |
$12.7K - $14K
|
6.76K
$623K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-150- 0.52% |
$12.7K - $14K
|
28.6K
$2.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-148- 1.85% |
$12.5K - $13.8K
|
7.86K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-144- 1.28% |
$12.1K - $13.4K
|
11.1K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-142- 3.72% |
$12K - $13.3K
|
3.67K
$338K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 9.75% |
$12K - $13.3K
|
1.31K
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-142- 0.49% |
$12K - $13.3K
|
28.6K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-140- 2.29% |
$11.8K - $13.1K
|
5.99K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-140- 11.32% |
$11.8K - $13.1K
|
1.1K
$101K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 30.87% |
$11.6K - $12.9K
|
309
$28.5K
|