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 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-8.09K- 76.49% |
$683K - $756K
|
2.49K
$228K
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.08K- 19.08% |
$682K - $755K
|
34.3K
$3.15M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8K- 55.75% |
$675K - $747K
|
6.35K
$583K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 35.1% |
$670K - $742K
|
14.7K
$1.35M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.91K- 41.45% |
$667K - $739K
|
11.2K
$1.03M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.54K- 12.93% |
$636K - $704K
|
50.8K
$4.66M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.53K- 13.1% |
$635K - $703K
|
49.9K
$4.58M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.3K- 38.7% |
$616K - $682K
|
11.6K
$1.06M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-7.11K- 85.29% |
$600K - $664K
|
1.23K
$113K
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7K- 42.68% |
$590K - $653K
|
9.4K
$863K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.71K- 40.54% |
$566K - $627K
|
9.84K
$903K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.63K- 7.19% |
$559K - $619K
|
85.5K
$7.85M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6.27K- 96.27% |
$529K - $586K
|
243
$22.3K
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-6.25K- 34.77% |
$528K - $584K
|
11.7K
$1.08M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.97K- 5.66% |
$504K - $558K
|
99.5K
$9.13M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.95K- 5.82% |
$502K - $556K
|
96.4K
$8.85M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.93K- 12.28% |
$501K - $554K
|
42.4K
$3.89M
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5.82K- 49.03% |
$491K - $543K
|
6.05K
$555K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.81K- 11.52% |
$490K - $543K
|
44.6K
$4.1M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.56K- 4.27% |
$469K - $519K
|
125K
$11.5M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.56K- 13.95% |
$469K - $519K
|
34.3K
$3.15M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.19K- 8.46% |
$438K - $485K
|
56.2K
$5.16M
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.17K- 47.96% |
$436K - $483K
|
5.61K
$515K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.1K- 40.38% |
$430K - $476K
|
7.53K
$691K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.02K- 0.65% |
$423K - $469K
|
772K
$70.9M
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-5K- 12.72% |
$422K - $467K
|
34.3K
$3.15M
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-5K- 23.15% |
$422K - $467K
|
16.6K
$1.52M
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.95K- 13.2% |
$417K - $462K
|
32.5K
$2.99M
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-4.84K- 25.65% |
$409K - $452K
|
14K
$1.29M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.63K- 47.07% |
$390K - $432K
|
5.21K
$478K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.42K- 1.47% |
$373K - $413K
|
296K
$27.1M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.39K- 20.57% |
$371K - $410K
|
17K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
SELL
|
PUT |
-4.37K- 48.34% |
$368K - $408K
|
4.67K
$428K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-4.32K- 3.45% |
$364K - $404K
|
121K
$11.1M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.28K- 12.05% |
$361K - $400K
|
31.2K
$2.87M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.24K- 15.16% |
$357K - $396K
|
23.7K
$2.18M
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.2K- 2.28% |
$354K - $392K
|
179K
$16.5M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4K- 45.01% |
$337K - $374K
|
4.89K
$448K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.97K- 5.37% |
$335K - $371K
|
69.9K
$6.41M
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.95K- 46.52% |
$333K - $369K
|
4.54K
$417K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.93K- 44.13% |
$332K - $367K
|
4.98K
$457K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.9K- 13.92% |
$329K - $364K
|
24.1K
$2.21M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.9KClosed |
$329K - $364K
|
0
$0
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.88K- 6.31% |
$327K - $362K
|
57.6K
$5.29M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 7.19% |
$324K - $359K
|
49.6K
$4.55M
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.77K- 37.92% |
$318K - $352K
|
6.17K
$566K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.75K- 8.25% |
$316K - $350K
|
41.7K
$3.83M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.73K- 39.99% |
$315K - $349K
|
5.6K
$514K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 16.42% |
$310K - $343K
|
18.7K
$1.72M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.64K- 16.63% |
$307K - $340K
|
18.2K
$1.67M
|