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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-197- 4.44% |
$16K - $18.1K
|
4.24K
$392K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-149- 78.42% |
$12.1K - $13.7K
|
41
$3.79K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-128- 2.12% |
$10.4K - $11.8K
|
5.9K
$546K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-107- 31.1% |
$8.69K - $9.84K
|
237
$21.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-100- 1.47% |
$8.12K - $9.2K
|
6.72K
$621K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-53- 4.0% |
$4.3K - $4.87K
|
1.27K
$117K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-29- 0.78% |
$2.35K - $2.67K
|
3.69K
$341K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-15- 0.22% |
$1.22K - $1.38K
|
6.83K
$631K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-12- 0.44% |
$974 - $1.1K
|
2.74K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-11- 2.7% |
$893 - $1.01K
|
397
$36.7K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-654K- 65.44% |
$51.8M - $61.1M
|
346K
$31.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-355K- 52.85% |
$28.1M - $33.2M
|
317K
$29.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-282KClosed |
$22.3M - $26.3M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-54K- 84.38% |
$4.27M - $5.04M
|
10K
$924K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-49KClosed |
$3.87M - $4.57M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-33.8K- 73.08% |
$2.67M - $3.16M
|
12.5K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-14.5K- 54.06% |
$1.14M - $1.35M
|
12.3K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.6K- 31.7% |
$680K - $803K
|
18.5K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-4.86K- 15.03% |
$384K - $454K
|
27.5K
$2.54M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.8KClosed |
$222K - $262K
|
0
$0
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.77K- 50.0% |
$219K - $259K
|
2.77K
$256K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.77K- 29.86% |
$219K - $259K
|
6.5K
$601K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.51KClosed |
$198K - $234K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.86K- 37.8% |
$147K - $174K
|
3.07K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-1.8K- 6.63% |
$142K - $168K
|
25.3K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-975- 97.5% |
$77.1K - $91K
|
25
$2.31K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-747- 85.57% |
$59.1K - $69.7K
|
126
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-705- 21.73% |
$55.8K - $65.8K
|
2.54K
$235K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-572- 76.06% |
$45.2K - $53.4K
|
180
$16.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-567- 40.67% |
$44.8K - $52.9K
|
827
$76.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-500- 16.67% |
$39.5K - $46.7K
|
2.5K
$231K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-497- 1.54% |
$39.3K - $46.4K
|
31.9K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-231- 5.15% |
$18.3K - $21.6K
|
4.26K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-230- 34.95% |
$18.2K - $21.5K
|
428
$39.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-158- 2.14% |
$12.5K - $14.8K
|
7.22K
$667K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-142- 29.1% |
$11.2K - $13.3K
|
346
$32K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-67- 3.98% |
$5.3K - $6.26K
|
1.62K
$150K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-57- 2.01% |
$4.51K - $5.32K
|
2.78K
$257K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-38- 9.55% |
$3.01K - $3.55K
|
360
$33.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15- 0.14% |
$1.19K - $1.4K
|
10.5K
$974K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-990K- 96.64% |
$75.8M - $86.4M
|
34.4K
$3.18M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-180K- 93.7% |
$13.8M - $15.7M
|
12.1K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-169K- 36.81% |
$12.9M - $14.7M
|
290K
$26.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-111K- 44.5% |
$8.48M - $9.66M
|
138K
$12.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
CALL |
-58.8K- 63.36% |
$4.5M - $5.13M
|
34K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-27.5K- 16.62% |
$2.1M - $2.4M
|
138K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-15.8K- 83.72% |
$1.21M - $1.38M
|
3.08K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
CALL |
-10K- 25.0% |
$766K - $872K
|
30K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.78K- 24.97% |
$596K - $679K
|
23.4K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-6.31K- 5.09% |
$484K - $551K
|
118K
$10.9M
|
|