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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-441- 5.2% |
$37.2K - $41.2K
|
8.04K
$741K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-432- 8.2% |
$36.4K - $40.3K
|
4.84K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-421- 0.36% |
$35.5K - $39.3K
|
116K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-411- 2.66% |
$34.7K - $38.4K
|
15.1K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-408- 0.67% |
$34.4K - $38.1K
|
60.6K
$5.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-401- 8.35% |
$33.8K - $37.4K
|
4.4K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 1.21% |
$33.7K - $37.4K
|
32.6K
$3.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-372- 2.28% |
$31.4K - $34.7K
|
15.9K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-370- 3.11% |
$31.2K - $34.6K
|
11.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-367- 80.31% |
$31K - $34.3K
|
90
$8.3K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-365- 1.82% |
$30.8K - $34.1K
|
19.7K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-362- 5.5% |
$30.5K - $33.8K
|
6.22K
$573K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-362- 0.11% |
$30.5K - $33.8K
|
323K
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-361- 0.69% |
$30.5K - $33.7K
|
51.9K
$4.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-361- 2.73% |
$30.5K - $33.7K
|
12.9K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-356- 25.37% |
$30K - $33.2K
|
1.05K
$96.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-350- 2.26% |
$29.5K - $32.7K
|
15.1K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-343- 12.29% |
$28.9K - $32K
|
2.45K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-337- 9.43% |
$28.4K - $31.5K
|
3.24K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-333- 7.88% |
$28.1K - $31.1K
|
3.9K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-332- 1.17% |
$28K - $31K
|
28.1K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-331- 8.14% |
$27.9K - $30.9K
|
3.73K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-315- 8.86% |
$26.6K - $29.4K
|
3.24K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-307- 1.65% |
$25.9K - $28.7K
|
18.3K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-303- 5.3% |
$25.6K - $28.3K
|
5.41K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-300- 3.11% |
$25.3K - $28K
|
9.34K
$861K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-300- 7.35% |
$25.3K - $28K
|
3.78K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-300- 9.68% |
$25.3K - $28K
|
2.8K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-297- 2.26% |
$25.1K - $27.7K
|
12.8K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-289- 9.07% |
$24.4K - $27K
|
2.9K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-286- 78.14% |
$24.1K - $26.7K
|
80
$7.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-284- 0.86% |
$24K - $26.5K
|
32.8K
$3.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-282- 0.62% |
$23.8K - $26.3K
|
44.9K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-280- 7.71% |
$23.6K - $26.1K
|
3.35K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-272- 3.21% |
$22.9K - $25.4K
|
8.21K
$757K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-271- 8.1% |
$22.9K - $25.3K
|
3.07K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-267- 3.44% |
$22.5K - $24.9K
|
7.5K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-267- 12.13% |
$22.5K - $24.9K
|
1.94K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-259- 0.58% |
$21.8K - $24.2K
|
44.7K
$4.12M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-257- 0.09% |
$21.7K - $24K
|
275K
$25.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-257- 3.11% |
$21.7K - $24K
|
8.02K
$739K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-253- 5.39% |
$21.3K - $23.6K
|
4.44K
$410K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-253- 0.82% |
$21.3K - $23.6K
|
30.6K
$2.82M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-250- 3.0% |
$21.1K - $23.3K
|
8.08K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-242- 0.92% |
$20.4K - $22.6K
|
25.9K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-241- 0.65% |
$20.3K - $22.5K
|
37.1K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-238- 36.01% |
$20.1K - $22.2K
|
423
$39K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-237- 3.15% |
$20K - $22.1K
|
7.3K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-237- 1.59% |
$20K - $22.1K
|
14.7K
$1.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-237- 4.5% |
$20K - $22.1K
|
5.02K
$463K
|