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 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-425- 5.74% |
$36.4K - $39.9K
|
6.98K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-419- 1.85% |
$35.9K - $39.4K
|
22.2K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-417- 3.11% |
$35.7K - $39.2K
|
13K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-417- 96.98% |
$35.7K - $39.2K
|
13
$1.11K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-411- 12.56% |
$35.2K - $38.6K
|
2.86K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-400- 6.78% |
$34.3K - $37.6K
|
5.5K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-400- 11.76% |
$34.3K - $37.6K
|
3K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-400- 3.36% |
$34.3K - $37.6K
|
11.5K
$983K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-400- 3.7% |
$34.3K - $37.6K
|
10.4K
$888K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-394- 3.38% |
$33.8K - $37K
|
11.2K
$960K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-383- 13.89% |
$32.8K - $36K
|
2.37K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-382- 9.3% |
$32.7K - $35.9K
|
3.73K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-377- 3.3% |
$32.3K - $35.4K
|
11K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-376- 6.03% |
$32.2K - $35.3K
|
5.86K
$500K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-373- 0.35% |
$32K - $35K
|
107K
$9.11M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-370- 4.27% |
$31.7K - $34.8K
|
8.3K
$708K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-364- 4.09% |
$31.2K - $34.2K
|
8.53K
$728K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-360- 9.47% |
$30.9K - $33.8K
|
3.44K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-360- 11.25% |
$30.9K - $33.8K
|
2.84K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-351- 1.54% |
$30.1K - $33K
|
22.4K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-351- 2.95% |
$30.1K - $33K
|
11.6K
$987K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-350- 3.54% |
$30K - $32.9K
|
9.54K
$815K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-350- 1.06% |
$30K - $32.9K
|
32.7K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-348- 3.8% |
$29.8K - $32.7K
|
8.8K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-348- 1.24% |
$29.8K - $32.7K
|
27.7K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-346- 3.13% |
$29.7K - $32.5K
|
10.7K
$913K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-342- 4.02% |
$29.3K - $32.1K
|
8.16K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-342- 11.58% |
$29.3K - $32.1K
|
2.61K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-338- 1.75% |
$29K - $31.8K
|
18.9K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-331- 12.6% |
$28.4K - $31.1K
|
2.3K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-330- 0.87% |
$28.3K - $31K
|
37.4K
$3.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-329- 3.29% |
$28.2K - $30.9K
|
9.68K
$827K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-328- 7.13% |
$28.1K - $30.8K
|
4.27K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-328- 7.8% |
$28.1K - $30.8K
|
3.88K
$331K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-314- 3.82% |
$26.9K - $29.5K
|
7.9K
$674K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-309- 1.47% |
$26.5K - $29K
|
20.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-300- 33.33% |
$25.7K - $28.2K
|
600
$51.2K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-300- 2.31% |
$25.7K - $28.2K
|
12.7K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-300- 4.76% |
$25.7K - $28.2K
|
6K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-297- 4.71% |
$25.5K - $27.9K
|
6.01K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-293- 3.3% |
$25.1K - $27.5K
|
8.59K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-292- 2.13% |
$25K - $27.4K
|
13.4K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-287- 4.31% |
$24.6K - $27K
|
6.38K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-286- 11.35% |
$24.5K - $26.9K
|
2.23K
$191K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-286- 0.51% |
$24.5K - $26.9K
|
55.5K
$4.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-284- 0.71% |
$24.3K - $26.7K
|
40K
$3.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-283- 6.61% |
$24.3K - $26.6K
|
4K
$342K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-282- 4.91% |
$24.2K - $26.5K
|
5.47K
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-281- 8.92% |
$24.1K - $26.4K
|
2.87K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-280- 1.91% |
$24K - $26.3K
|
14.3K
$1.22M
|