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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-984- 1.29% |
$84.3K - $92.5K
|
75.1K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-965- 23.6% |
$82.7K - $90.7K
|
3.12K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-964- 0.63% |
$82.6K - $90.6K
|
151K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-961- 2.98% |
$82.4K - $90.3K
|
31.2K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-952- 20.93% |
$81.6K - $89.4K
|
3.6K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-948- 11.1% |
$81.2K - $89.1K
|
7.59K
$648K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-948- 18.48% |
$81.2K - $89.1K
|
4.18K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-943- 30.98% |
$80.8K - $88.6K
|
2.1K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-939- 1.36% |
$80.5K - $88.2K
|
68.1K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-933- 5.86% |
$80K - $87.7K
|
15K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-928- 11.76% |
$79.5K - $87.2K
|
6.97K
$595K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-918- 15.44% |
$78.7K - $86.3K
|
5.03K
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 27.11% |
$78.7K - $86.3K
|
2.47K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-913- 11.44% |
$78.2K - $85.8K
|
7.07K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-909- 6.01% |
$77.9K - $85.4K
|
14.2K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-904- 7.15% |
$77.5K - $84.9K
|
11.7K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-873- 15.63% |
$74.8K - $82K
|
4.71K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-866- 16.72% |
$74.2K - $81.4K
|
4.31K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-859- 0.47% |
$73.6K - $80.7K
|
183K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-854- 3.74% |
$73.2K - $80.2K
|
22K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-835- 8.2% |
$71.6K - $78.5K
|
9.34K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-828- 1.64% |
$71K - $77.8K
|
49.7K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-820- 0.54% |
$70.3K - $77K
|
150K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-815- 4.64% |
$69.8K - $76.6K
|
16.8K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-805- 5.21% |
$69K - $75.6K
|
14.6K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-800- 7.42% |
$68.6K - $75.2K
|
9.98K
$852K
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-800- 1.3% |
$68.6K - $75.2K
|
60.8K
$5.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-798- 22.57% |
$68.4K - $75K
|
2.74K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-795- 9.28% |
$68.1K - $74.7K
|
7.78K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-791- 5.36% |
$67.8K - $74.3K
|
14K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-786- 10.47% |
$67.4K - $73.9K
|
6.72K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-780- 7.02% |
$66.8K - $73.3K
|
10.3K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-778- 20.95% |
$66.7K - $73.1K
|
2.94K
$251K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-777- 1.72% |
$66.6K - $73K
|
44.4K
$3.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-766- 9.81% |
$65.6K - $72K
|
7.04K
$601K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-764- 9.84% |
$65.5K - $71.8K
|
7K
$598K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-763- 18.71% |
$65.4K - $71.7K
|
3.32K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-757- 9.76% |
$64.9K - $71.1K
|
7K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-740- 3.04% |
$63.4K - $69.5K
|
23.6K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-733- 8.73% |
$62.8K - $68.9K
|
7.66K
$654K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-712- 17.8% |
$61K - $66.9K
|
3.29K
$281K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-708- 21.24% |
$60.7K - $66.5K
|
2.63K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 15.66% |
$59.5K - $65.2K
|
3.74K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-662- 10.11% |
$56.7K - $62.2K
|
5.88K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-659- 13.95% |
$56.5K - $61.9K
|
4.07K
$347K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-648- 61.89% |
$55.5K - $60.9K
|
399
$34.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-643- 0.99% |
$55.1K - $60.4K
|
64.1K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-637- 2.21% |
$54.6K - $59.9K
|
28.2K
$2.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-637- 4.92% |
$54.6K - $59.9K
|
12.3K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-635- 8.11% |
$54.4K - $59.7K
|
7.19K
$614K
|