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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-71.6K- 95.95% |
$6.14M - $6.73M
|
3.02K
$279K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-42.6K- 32.79% |
$3.65M - $4M
|
87.2K
$8.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.8K- 27.66% |
$2.73M - $2.99M
|
83.2K
$7.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.9K- 11.92% |
$2.13M - $2.34M
|
184K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13.9K- 70.58% |
$1.2M - $1.31M
|
5.81K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 7.55% |
$765K - $839K
|
109K
$10.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8.62K- 82.0% |
$738K - $810K
|
1.89K
$175K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.27K- 40.71% |
$709K - $777K
|
12K
$1.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-7.11K- 55.22% |
$609K - $668K
|
5.76K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.68K- 41.51% |
$487K - $534K
|
8K
$740K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.68K- 8.57% |
$487K - $534K
|
60.6K
$5.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-5.47K- 10.0% |
$468K - $514K
|
49.2K
$4.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.26K- 8.22% |
$451K - $495K
|
58.8K
$5.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.57K- 51.31% |
$392K - $429K
|
4.34K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.09% |
$361K - $396K
|
30.6K
$2.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.04K- 10.62% |
$346K - $379K
|
34K
$3.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.89K- 33.26% |
$333K - $365K
|
7.8K
$721K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 4.94% |
$313K - $344K
|
70.4K
$6.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-3.34K- 7.21% |
$286K - $313K
|
42.9K
$3.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.15K- 7.22% |
$270K - $296K
|
40.5K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 20.27% |
$237K - $260K
|
10.9K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.37K- 34.41% |
$203K - $222K
|
4.51K
$417K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.24K- 10.19% |
$192K - $211K
|
19.8K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 2.35% |
$187K - $205K
|
90.5K
$8.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.67K- 23.34% |
$143K - $157K
|
5.49K
$508K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.6K- 27.88% |
$137K - $150K
|
4.13K
$381K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.43K- 8.28% |
$123K - $134K
|
15.8K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-1.38K- 21.71% |
$119K - $130K
|
4.99K
$461K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.27K- 3.51% |
$109K - $119K
|
34.9K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.23K- 21.06% |
$105K - $115K
|
4.61K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 27.11% |
$78.7K - $86.3K
|
2.47K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-768- 4.16% |
$65.8K - $72.2K
|
17.7K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-764- 9.84% |
$65.5K - $71.8K
|
7K
$647K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-604- 2.29% |
$51.8K - $56.8K
|
25.8K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-565- 1.2% |
$48.4K - $53.1K
|
46.7K
$4.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-539- 6.74% |
$46.2K - $50.6K
|
7.46K
$689K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-534- 2.89% |
$45.8K - $50.2K
|
17.9K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-531- 19.53% |
$45.5K - $49.9K
|
2.19K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-483- 5.94% |
$41.4K - $45.4K
|
7.65K
$707K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-478- 8.71% |
$41K - $44.9K
|
5.01K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-477- 5.24% |
$40.9K - $44.8K
|
8.62K
$797K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-474- 2.05% |
$40.6K - $44.5K
|
22.7K
$2.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 50.22% |
$39.6K - $43.4K
|
458
$42.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-456- 2.65% |
$39.1K - $42.8K
|
16.7K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-417- 96.98% |
$35.7K - $39.2K
|
13
$1.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-400- 3.7% |
$34.3K - $37.6K
|
10.4K
$962K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-360- 2.23% |
$30.9K - $33.8K
|
15.8K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-328- 7.8% |
$28.1K - $30.8K
|
3.88K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-300- 4.76% |
$25.7K - $28.2K
|
6K
$555K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-281- 8.92% |
$24.1K - $26.4K
|
2.87K
$265K
|