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
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-373- 11.84% |
$28.5K - $35.1K
|
2.78K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-369- 15.56% |
$28.2K - $34.7K
|
2K
$175K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-368- 25.03% |
$28.1K - $34.6K
|
1.1K
$96.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-364- 6.47% |
$27.8K - $34.3K
|
5.26K
$461K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-362- 76.86% |
$27.7K - $34.1K
|
109
$9.55K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-362- 92.82% |
$27.7K - $34.1K
|
28
$2.45K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-357- 0.78% |
$27.3K - $33.6K
|
45.5K
$3.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-356- 2.11% |
$27.2K - $33.5K
|
16.5K
$1.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-350- 28.0% |
$26.8K - $32.9K
|
900
$78.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-347- 4.29% |
$26.5K - $32.7K
|
7.74K
$678K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-345- 0.59% |
$26.4K - $32.5K
|
58.5K
$5.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-342- 12.38% |
$26.1K - $32.2K
|
2.42K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-342- 4.91% |
$26.1K - $32.2K
|
6.63K
$580K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-327- 9.71% |
$25K - $30.8K
|
3.04K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-327- 6.66% |
$25K - $30.8K
|
4.58K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-324- 10.03% |
$24.8K - $30.5K
|
2.91K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-324- 15.44% |
$24.8K - $30.5K
|
1.78K
$155K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-321- 5.62% |
$24.5K - $30.2K
|
5.39K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-321- 0.72% |
$24.5K - $30.2K
|
44.1K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-320- 3.49% |
$24.5K - $30.1K
|
8.84K
$774K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-320- 0.61% |
$24.5K - $30.1K
|
52.6K
$4.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-318- 8.15% |
$24.3K - $29.9K
|
3.58K
$314K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-316- 8.87% |
$24.2K - $29.7K
|
3.25K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-314- 9.96% |
$24K - $29.6K
|
2.84K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-311- 9.17% |
$23.8K - $29.3K
|
3.08K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-310- 0.08% |
$23.7K - $29.2K
|
390K
$34.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-310- 5.1% |
$23.7K - $29.2K
|
5.77K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-309- 1.33% |
$23.6K - $29.1K
|
23K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-307- 5.4% |
$23.5K - $28.9K
|
5.38K
$471K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-306- 1.21% |
$23.4K - $28.8K
|
25K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-304- 67.86% |
$23.2K - $28.6K
|
144
$12.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-297- 6.87% |
$22.7K - $28K
|
4.03K
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-293- 5.59% |
$22.4K - $27.6K
|
4.94K
$433K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-292- 3.48% |
$22.3K - $27.5K
|
8.11K
$710K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-285- 3.75% |
$21.8K - $26.8K
|
7.31K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-283- 9.49% |
$21.6K - $26.6K
|
2.7K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-283- 9.96% |
$21.6K - $26.6K
|
2.56K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-275- 0.9% |
$21K - $25.9K
|
30.2K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-275- 1.94% |
$21K - $25.9K
|
13.9K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
SELL
|
- |
-275- 13.43% |
$21K - $25.9K
|
1.77K
$155K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-274- 8.32% |
$20.9K - $25.8K
|
3.02K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-269- 2.43% |
$20.6K - $25.3K
|
10.8K
$945K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-267- 15.31% |
$20.4K - $25.1K
|
1.48K
$129K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-256- 4.02% |
$19.6K - $24.1K
|
6.12K
$536K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-255- 2.36% |
$19.5K - $24K
|
10.5K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-254- 2.52% |
$19.4K - $23.9K
|
9.82K
$860K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-250- 4.17% |
$19.1K - $23.5K
|
5.75K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-250- 4.46% |
$19.1K - $23.5K
|
5.35K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-247- 8.89% |
$18.9K - $23.3K
|
2.53K
$222K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-247- 8.0% |
$18.9K - $23.3K
|
2.84K
$249K
|