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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-712K- 99.58% |
$54.4M - $67M
|
3.01K
$257K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-64.8K- 86.64% |
$4.95M - $6.1M
|
9.99K
$853K
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-51.5K- 99.25% |
$3.94M - $4.85M
|
387
$33K
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46.8K- 71.69% |
$3.58M - $4.41M
|
18.5K
$1.58M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21K- 74.28% |
$1.61M - $1.98M
|
7.27K
$621K
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 66.4% |
$1.21M - $1.49M
|
8K
$683K
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.4K- 48.03% |
$1.1M - $1.35M
|
15.5K
$1.33M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.2K- 14.59% |
$1.01M - $1.24M
|
77.3K
$6.6M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.1K- 46.96% |
$852K - $1.05M
|
12.6K
$1.07M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.54K- 17.73% |
$729K - $898K
|
44.3K
$3.78M
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-8.77K- 36.64% |
$670K - $825K
|
15.2K
$1.29M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.19K- 10.02% |
$549K - $676K
|
64.5K
$5.51M
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.48K- 45.45% |
$419K - $516K
|
6.58K
$562K
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5.15K- 6.49% |
$393K - $484K
|
74.2K
$6.33M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5K- 53.83% |
$382K - $471K
|
4.29K
$366K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.26K- 1.85% |
$325K - $401K
|
226K
$19.3M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.18K- 9.7% |
$320K - $394K
|
39K
$3.33M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.93K- 40.67% |
$300K - $369K
|
5.73K
$489K
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3.81K- 20.34% |
$291K - $359K
|
14.9K
$1.27M
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.23K- 1.46% |
$247K - $304K
|
218K
$18.6M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.39K- 69.87% |
$182K - $225K
|
1.03K
$87.9K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.36K- 22.5% |
$180K - $222K
|
8.12K
$693K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.32K- 29.18% |
$177K - $218K
|
5.63K
$481K
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.12K- 22.12% |
$162K - $199K
|
7.46K
$637K
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.12K- 4.71% |
$162K - $199K
|
42.8K
$3.65M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.11K- 28.32% |
$161K - $199K
|
5.35K
$456K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.04K- 16.9% |
$156K - $192K
|
10K
$855K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.83K- 2.84% |
$140K - $172K
|
62.7K
$5.35M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.72K- 41.58% |
$131K - $161K
|
2.41K
$206K
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.61K- 6.32% |
$123K - $152K
|
23.9K
$2.04M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.22K- 2.15% |
$93.6K - $115K
|
55.8K
$4.76M
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-1.06K- 21.32% |
$81.3K - $100K
|
3.93K
$335K
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.06K- 2.95% |
$81.3K - $100K
|
34.9K
$2.98M
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-960- 1.68% |
$73.4K - $90.4K
|
56K
$4.78M
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-917- 3.96% |
$70.1K - $86.3K
|
22.2K
$1.9M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 8.49% |
$68.8K - $84.7K
|
9.7K
$828K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-819- 15.54% |
$62.6K - $77.1K
|
4.45K
$380K
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-777- 8.87% |
$59.4K - $73.1K
|
7.99K
$682K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-769- 34.83% |
$58.8K - $72.4K
|
1.44K
$123K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-631- 0.61% |
$48.2K - $59.4K
|
103K
$8.8M
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-629- 2.34% |
$48.1K - $59.2K
|
26.3K
$2.24M
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-617- 1.99% |
$47.2K - $58.1K
|
30.3K
$2.59M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-575- 10.76% |
$44K - $54.1K
|
4.77K
$407K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-546- 3.27% |
$41.7K - $51.4K
|
16.2K
$1.38M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-526- 5.37% |
$40.2K - $49.5K
|
9.28K
$792K
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-417- 5.33% |
$31.9K - $39.3K
|
7.41K
$633K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-411- 4.74% |
$31.4K - $38.7K
|
8.27K
$706K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-408- 14.28% |
$31.2K - $38.4K
|
2.45K
$209K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-400- 21.15% |
$30.6K - $37.7K
|
1.49K
$127K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-390- 12.04% |
$29.8K - $36.7K
|
2.85K
$243K
|