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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-645- 6.0% |
$56.8K - $63.3K
|
10.1K
$932K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-632- 5.96% |
$55.6K - $62K
|
9.97K
$919K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-577- 13.7% |
$50.8K - $56.6K
|
3.64K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 10.31% |
$44K - $49K
|
4.35K
$401K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-500- 3.59% |
$44K - $49K
|
13.4K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-468- 1.86% |
$41.2K - $45.9K
|
24.7K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-351- 10.25% |
$30.9K - $34.4K
|
3.07K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-334- 1.68% |
$29.4K - $32.8K
|
19.5K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-329- 1.45% |
$29K - $32.3K
|
22.4K
$2.06M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-291- 36.38% |
$25.6K - $28.5K
|
509
$46.9K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-272- 1.61% |
$23.9K - $26.7K
|
16.6K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-201- 3.45% |
$17.7K - $19.7K
|
5.62K
$518K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-185- 1.56% |
$16.3K - $18.1K
|
11.6K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-181- 10.69% |
$15.9K - $17.8K
|
1.51K
$139K
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-178- 0.75% |
$15.7K - $17.5K
|
23.5K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-171- 3.21% |
$15.1K - $16.8K
|
5.15K
$475K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-160- 9.45% |
$14.1K - $15.7K
|
1.53K
$141K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-150- 4.19% |
$13.2K - $14.7K
|
3.43K
$316K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-149- 3.05% |
$13.1K - $14.6K
|
4.74K
$437K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-141- 4.42% |
$12.4K - $13.8K
|
3.05K
$281K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-141- 5.4% |
$12.4K - $13.8K
|
2.47K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 4.12% |
$11K - $12.3K
|
2.91K
$268K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-125- 98.43% |
$11K - $12.3K
|
2
$184
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-120- 1.9% |
$10.6K - $11.8K
|
6.19K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-109- 1.56% |
$9.6K - $10.7K
|
6.86K
$632K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-104- 2.2% |
$9.16K - $10.2K
|
4.62K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-103- 1.99% |
$9.07K - $10.1K
|
5.09K
$469K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 7.99% |
$8.8K - $9.81K
|
1.15K
$106K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 4.05% |
$8.8K - $9.81K
|
2.37K
$219K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-84- 3.61% |
$7.4K - $8.24K
|
2.24K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-80- 1.02% |
$7.04K - $7.85K
|
7.73K
$713K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-80- 40.0% |
$7.04K - $7.85K
|
120
$11.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-73- 23.32% |
$6.43K - $7.16K
|
240
$22.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-57- 17.22% |
$5.02K - $5.59K
|
274
$25.3K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-53- 41.41% |
$4.67K - $5.2K
|
75
$6.92K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 4.0% |
$4.4K - $4.9K
|
1.2K
$111K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 2.11% |
$4.23K - $4.71K
|
2.23K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-40- 8.79% |
$3.52K - $3.92K
|
415
$38.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-39- 92.86% |
$3.43K - $3.83K
|
3
$277
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-39- 1.07% |
$3.43K - $3.83K
|
3.62K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.16% |
$2.38K - $2.65K
|
2.3K
$212K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-27- 25.23% |
$2.38K - $2.65K
|
80
$7.38K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-21- 0.56% |
$1.85K - $2.06K
|
3.76K
$347K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-10- 1.69% |
$880 - $981
|
580
$53.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-9- 0.07% |
$792 - $883
|
13.3K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7- 0.07% |
$616 - $687
|
10.5K
$972K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.04% |
$440 - $490
|
11.5K
$1.06M
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-215K- 79.31% |
$17.2M - $20.3M
|
56.1K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-180K- 31.98% |
$14.4M - $17M
|
384K
$35.4M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-128K- 71.17% |
$10.2M - $12.1M
|
51.7K
$4.77M
|
|