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 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.16K- 1.07% |
$98K - $109K
|
108K
$9.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.15K- 64.3% |
$97.1K - $107K
|
639
$58.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.15K- 19.44% |
$96.9K - $107K
|
4.76K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.14K- 8.17% |
$96.2K - $106K
|
12.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.13K- 17.51% |
$95.6K - $106K
|
5.34K
$492K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.12K- 11.41% |
$94.5K - $105K
|
8.7K
$802K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 9.22% |
$93.2K - $103K
|
10.9K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.1K- 9.18% |
$93K - $103K
|
10.9K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.1K- 0.26% |
$92.8K - $103K
|
428K
$39.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.1K- 9.47% |
$92.4K - $102K
|
10.5K
$965K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.08K- 4.83% |
$90.9K - $101K
|
21.3K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.07K- 1.85% |
$90.5K - $100K
|
57K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.06K- 10.04% |
$89.4K - $99K
|
9.5K
$876K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.05K- 13.04% |
$88.6K - $98.1K
|
7K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 22.65% |
$86.8K - $96.1K
|
3.51K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.03K- 10.93% |
$86.6K - $95.9K
|
8.37K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.02K- 1.75% |
$85.9K - $95.1K
|
57.3K
$5.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-996- 29.8% |
$84K - $93K
|
2.35K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-990- 10.66% |
$83.5K - $92.5K
|
8.3K
$765K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-987- 13.53% |
$83.3K - $92.2K
|
6.31K
$582K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-981- 11.47% |
$82.7K - $91.6K
|
7.57K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-979- 6.27% |
$82.6K - $91.4K
|
14.6K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-978- 6.72% |
$82.5K - $91.3K
|
13.6K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-964- 12.21% |
$81.3K - $90K
|
6.93K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-957- 29.46% |
$80.7K - $89.4K
|
2.29K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-951- 5.53% |
$80.2K - $88.8K
|
16.3K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-910- 13.58% |
$76.8K - $85K
|
5.79K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-909- 2.7% |
$76.7K - $84.9K
|
32.8K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-899- 17.21% |
$75.8K - $84K
|
4.33K
$399K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-888- 0.86% |
$74.9K - $82.9K
|
103K
$9.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-884- 6.68% |
$74.6K - $82.6K
|
12.4K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-883- 5.49% |
$74.5K - $82.5K
|
15.2K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-855- 25.71% |
$72.1K - $79.8K
|
2.47K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-854- 9.1% |
$72K - $79.8K
|
8.53K
$786K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-850- 80.95% |
$71.7K - $79.4K
|
200
$18.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-849- 7.59% |
$71.6K - $79.3K
|
10.3K
$953K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-842- 1.54% |
$71K - $78.6K
|
53.7K
$4.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-840- 3.05% |
$70.9K - $78.4K
|
26.7K
$2.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-833- 0.85% |
$70.3K - $77.8K
|
97.4K
$8.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-832- 4.12% |
$70.2K - $77.7K
|
19.4K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-824- 2.29% |
$69.5K - $77K
|
35.1K
$3.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-821- 2.38% |
$69.3K - $76.7K
|
33.7K
$3.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-811- 14.69% |
$68.4K - $75.7K
|
4.71K
$434K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-806- 1.24% |
$68K - $75.3K
|
64.3K
$5.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-805- 7.32% |
$67.9K - $75.2K
|
10.2K
$940K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-802- 1.29% |
$67.6K - $74.9K
|
61.5K
$5.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-800- 49.91% |
$67.5K - $74.7K
|
803
$74K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-780- 0.81% |
$65.8K - $72.8K
|
95.2K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-778- 7.1% |
$65.6K - $72.7K
|
10.2K
$939K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-774- 18.9% |
$65.3K - $72.3K
|
3.32K
$306K
|