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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 11.57% |
$150K - $175K
|
13.7K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.76K- 38.02% |
$146K - $171K
|
2.86K
$251K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.75K- 11.11% |
$146K - $170K
|
14K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.7K- 29.41% |
$142K - $166K
|
4.09K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.7K- 5.66% |
$141K - $165K
|
28.3K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.69K- 14.84% |
$141K - $165K
|
9.71K
$851K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.63K- 13.97% |
$135K - $158K
|
10K
$877K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.56K- 1.72% |
$130K - $152K
|
89.1K
$7.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.56K- 4.51% |
$130K - $152K
|
33K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.54K- 5.17% |
$128K - $150K
|
28.3K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.52K- 30.27% |
$127K - $148K
|
3.5K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.48K- 13.22% |
$124K - $144K
|
9.74K
$854K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.45K- 20.61% |
$121K - $141K
|
5.59K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.4K- 2.11% |
$117K - $136K
|
64.8K
$5.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.39K- 1.2% |
$116K - $135K
|
115K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.37K- 26.95% |
$114K - $134K
|
3.73K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.36K- 4.34% |
$113K - $132K
|
29.9K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.35K- 13.91% |
$113K - $131K
|
8.36K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.34K- 3.22% |
$112K - $131K
|
40.4K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.34K- 15.38% |
$112K - $131K
|
7.39K
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.34K- 1.6% |
$112K - $130K
|
82.3K
$7.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.33K- 16.59% |
$110K - $129K
|
6.66K
$584K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.31K- 8.67% |
$109K - $127K
|
13.8K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.28K- 4.08% |
$106K - $124K
|
30K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.24K- 9.91% |
$103K - $121K
|
11.3K
$988K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.23K- 20.95% |
$103K - $120K
|
4.65K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.23K- 2.02% |
$102K - $119K
|
59.6K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.16K- 12.86% |
$97K - $113K
|
7.89K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.16K- 11.97% |
$96.7K - $113K
|
8.53K
$748K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.12K- 11.58% |
$93.5K - $109K
|
8.56K
$751K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.11K- 9.23% |
$92.5K - $108K
|
10.9K
$957K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.1K- 17.68% |
$91.7K - $107K
|
5.12K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.09K- 2.67% |
$90.7K - $106K
|
39.7K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.08K- 3.62% |
$90.1K - $105K
|
28.8K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.06K- 1.31% |
$88.6K - $103K
|
80.1K
$7.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 31.23% |
$88.5K - $103K
|
2.34K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 25.85% |
$88.4K - $103K
|
3.04K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 11.04% |
$88.2K - $103K
|
8.53K
$748K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.04K- 10.5% |
$86.6K - $101K
|
8.86K
$776K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 5.38% |
$85.7K - $100K
|
18.1K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.03K- 21.37% |
$85.7K - $100K
|
3.78K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 3.98% |
$85.4K - $99.7K
|
24.7K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 14.48% |
$85.4K - $99.7K
|
6.06K
$531K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 0.8% |
$83.3K - $97.3K
|
124K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-986- 0.64% |
$82.2K - $95.9K
|
152K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-972- 21.47% |
$81K - $94.5K
|
3.56K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-943- 4.83% |
$78.6K - $91.7K
|
18.6K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 5.42% |
$76.7K - $89.5K
|
16.1K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-916- 5.06% |
$76.3K - $89.1K
|
17.2K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-913- 11.36% |
$76.1K - $88.8K
|
7.13K
$624K
|