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, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-5.9K- 21.31% |
$492K - $574K
|
21.8K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.73K- 29.46% |
$477K - $557K
|
13.7K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.56K- 8.46% |
$463K - $541K
|
60.2K
$5.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.52K- 22.97% |
$460K - $537K
|
18.5K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-5.47K- 31.83% |
$456K - $532K
|
11.7K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.33K- 5.18% |
$444K - $518K
|
97.6K
$9.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-5.28K- 23.7% |
$440K - $514K
|
17K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.16K- 18.29% |
$430K - $501K
|
23K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.16K- 6.88% |
$430K - $501K
|
69.8K
$6.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.11K- 45.68% |
$425K - $497K
|
6.07K
$561K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.1K- 4.41% |
$425K - $496K
|
111K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.95K- 1.01% |
$413K - $482K
|
488K
$45.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.85K- 5.67% |
$404K - $472K
|
80.7K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.82K- 65.05% |
$402K - $469K
|
2.59K
$239K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-4.75K- 21.02% |
$396K - $462K
|
17.9K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.71K- 14.52% |
$392K - $458K
|
27.7K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.7K- 3.09% |
$391K - $457K
|
147K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.64K- 44.58% |
$387K - $451K
|
5.77K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.63K- 29.0% |
$386K - $451K
|
11.3K
$1.05M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.56K- 25.76% |
$380K - $443K
|
13.1K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.52K- 21.5% |
$376K - $439K
|
16.5K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.47K- 18.56% |
$373K - $435K
|
19.6K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.4K- 5.28% |
$367K - $428K
|
79K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.17K- 7.17% |
$347K - $406K
|
54K
$4.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.11K- 3.7% |
$343K - $400K
|
107K
$9.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.07K- 10.87% |
$339K - $395K
|
33.3K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 29.31% |
$337K - $393K
|
9.75K
$901K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-4.04K- 29.8% |
$337K - $393K
|
9.52K
$879K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.01K- 38.96% |
$334K - $390K
|
6.28K
$580K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.96K- 5.43% |
$330K - $385K
|
69K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.93K- 6.31% |
$328K - $383K
|
58.3K
$5.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 5.97% |
$327K - $382K
|
61.9K
$5.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.79K- 11.61% |
$316K - $369K
|
28.8K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-3.7K- 1.34% |
$308K - $360K
|
273K
$25.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.67K- 37.51% |
$306K - $357K
|
6.11K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.56K- 37.35% |
$297K - $346K
|
5.97K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.51K- 36.02% |
$292K - $341K
|
6.23K
$576K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.47K- 12.94% |
$289K - $337K
|
23.3K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.39K- 9.36% |
$283K - $330K
|
32.9K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-3.39K- 3.14% |
$282K - $329K
|
104K
$9.64M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.23K- 3.91% |
$269K - $314K
|
79.5K
$7.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.19K- 9.95% |
$266K - $310K
|
28.9K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.19K- 13.33% |
$265K - $310K
|
20.7K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.18K- 33.06% |
$265K - $309K
|
6.43K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.17K- 26.27% |
$264K - $308K
|
8.89K
$822K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.17K- 35.01% |
$264K - $308K
|
5.88K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.15K- 3.52% |
$262K - $306K
|
86.4K
$7.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.06K- 12.47% |
$255K - $297K
|
21.5K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.05K- 6.72% |
$254K - $296K
|
42.2K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3K- 24.27% |
$250K - $292K
|
9.37K
$866K
|