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
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-49- 6.3% |
$4.13K - $4.58K
|
729
$67.2K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-49- 49.0% |
$4.13K - $4.58K
|
51
$4.7K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-49- 0.25% |
$4.13K - $4.58K
|
19.4K
$1.79M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 1.5% |
$4.05K - $4.48K
|
3.16K
$291K
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-46- 1.28% |
$3.88K - $4.3K
|
3.54K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-43- 0.35% |
$3.63K - $4.02K
|
12.3K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-41- 1.54% |
$3.46K - $3.83K
|
2.62K
$241K
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-41- 1.06% |
$3.46K - $3.83K
|
3.82K
$352K
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-40- 0.96% |
$3.37K - $3.74K
|
4.14K
$382K
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-40- 0.16% |
$3.37K - $3.74K
|
25K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-39- 0.27% |
$3.29K - $3.64K
|
14.5K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 0.46% |
$3.21K - $3.55K
|
8.3K
$765K
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-37- 0.8% |
$3.12K - $3.46K
|
4.57K
$421K
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-37- 0.45% |
$3.12K - $3.46K
|
8.26K
$761K
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-37- 0.53% |
$3.12K - $3.46K
|
6.99K
$645K
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-37- 0.95% |
$3.12K - $3.46K
|
3.86K
$355K
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-35- 0.99% |
$2.95K - $3.27K
|
3.52K
$324K
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-35- 0.3% |
$2.95K - $3.27K
|
11.6K
$1.07M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-35- 0.62% |
$2.95K - $3.27K
|
5.64K
$520K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-31- 18.56% |
$2.61K - $2.9K
|
136
$12.5K
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-28- 0.98% |
$2.36K - $2.61K
|
2.83K
$261K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-28- 0.37% |
$2.36K - $2.61K
|
7.49K
$691K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 2.04% |
$2.19K - $2.43K
|
1.25K
$115K
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-25- 0.77% |
$2.11K - $2.33K
|
3.24K
$299K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-24- 0.4% |
$2.02K - $2.24K
|
5.96K
$549K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-23- 0.3% |
$1.94K - $2.15K
|
7.56K
$697K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-23- 0.48% |
$1.94K - $2.15K
|
4.72K
$435K
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-21- 1.04% |
$1.77K - $1.96K
|
2K
$184K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-21- 0.78% |
$1.77K - $1.96K
|
2.67K
$246K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 2.85% |
$1.69K - $1.87K
|
681
$62.8K
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-20- 1.4% |
$1.69K - $1.87K
|
1.41K
$130K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 0.56% |
$1.69K - $1.87K
|
3.56K
$328K
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-16- 0.4% |
$1.35K - $1.49K
|
4.02K
$371K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-15- 0.56% |
$1.27K - $1.4K
|
2.67K
$246K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15- 0.04% |
$1.27K - $1.4K
|
33.3K
$3.07M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15- 0.05% |
$1.27K - $1.4K
|
28.2K
$2.6M
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-14- 0.3% |
$1.18K - $1.31K
|
4.59K
$423K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-13- 0.12% |
$1.1K - $1.21K
|
10.6K
$978K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 2.59% |
$844 - $934
|
376
$34.7K
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-10- 0.03% |
$844 - $934
|
36K
$3.32M
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-10- 1.69% |
$844 - $934
|
582
$53.7K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-8- 0.07% |
$675 - $747
|
11.1K
$1.02M
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5- 0.5% |
$422 - $467
|
999
$92.1K
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-5- 0.05% |
$422 - $467
|
9.16K
$845K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 8.93% |
$422 - $467
|
51
$4.7K
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4- 16.0% |
$337 - $374
|
21
$1.94K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 3.09% |
$253 - $280
|
94
$8.67K
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.01% |
$84.4 - $93.4
|
10.5K
$969K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.78% |
$84.4 - $93.4
|
128
$11.8K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-569K- 92.11% |
$50.1M - $55.8M
|
48.7K
$4.49M
|