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 |
---|---|---|---|---|---|---|---|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-280- 1.05% |
$24K - $26.3K
|
26.3K
$2.24M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-278- 2.91% |
$23.8K - $26.1K
|
9.27K
$791K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-277- 3.79% |
$23.7K - $26K
|
7.04K
$601K
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-277- 3.23% |
$23.7K - $26K
|
8.3K
$709K
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.22% |
$23.7K - $26K
|
4.18K
$357K
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-275- 5.22% |
$23.6K - $25.8K
|
4.99K
$426K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-275- 5.28% |
$23.6K - $25.8K
|
4.93K
$421K
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-273- 0.08% |
$23.4K - $25.7K
|
349K
$29.8M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-270- 13.41% |
$23.1K - $25.4K
|
1.74K
$149K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-267- 7.51% |
$22.9K - $25.1K
|
3.29K
$281K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-261- 13.87% |
$22.4K - $24.5K
|
1.62K
$138K
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-260- 1.6% |
$22.3K - $24.4K
|
16K
$1.36M
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-258- 5.48% |
$22.1K - $24.2K
|
4.45K
$380K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-255- 5.02% |
$21.9K - $24K
|
4.82K
$412K
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-251- 6.27% |
$21.5K - $23.6K
|
3.75K
$321K
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-251- 8.35% |
$21.5K - $23.6K
|
2.76K
$235K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-250- 8.44% |
$21.4K - $23.5K
|
2.71K
$232K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-250- 6.22% |
$21.4K - $23.5K
|
3.77K
$322K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-250- 3.38% |
$21.4K - $23.5K
|
7.14K
$610K
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-249- 6.84% |
$21.3K - $23.4K
|
3.39K
$290K
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-248- 1.74% |
$21.3K - $23.3K
|
14K
$1.2M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-247- 0.64% |
$21.2K - $23.2K
|
38.3K
$3.27M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-238- 9.56% |
$20.4K - $22.4K
|
2.25K
$192K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-237- 9.32% |
$20.3K - $22.3K
|
2.31K
$197K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-236- 1.47% |
$20.2K - $22.2K
|
15.8K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-234- 0.52% |
$20.1K - $22K
|
45.1K
$3.85M
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-233- 2.74% |
$20K - $21.9K
|
8.28K
$707K
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-230- 0.85% |
$19.7K - $21.6K
|
26.8K
$2.29M
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-227- 14.95% |
$19.5K - $21.3K
|
1.29K
$110K
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-225- 3.49% |
$19.3K - $21.1K
|
6.22K
$531K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-219- 1.47% |
$18.8K - $20.6K
|
14.7K
$1.26M
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-218- 4.3% |
$18.7K - $20.5K
|
4.85K
$414K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-218- 1.93% |
$18.7K - $20.5K
|
11.1K
$944K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-210- 1.53% |
$18K - $19.7K
|
13.5K
$1.15M
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-208- 3.03% |
$17.8K - $19.5K
|
6.65K
$568K
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-208- 76.19% |
$17.8K - $19.5K
|
65
$5.55K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-204- 1.98% |
$17.5K - $19.2K
|
10.1K
$860K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-200- 3.3% |
$17.1K - $18.8K
|
5.86K
$500K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 5.38% |
$17.1K - $18.8K
|
3.52K
$301K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-198- 2.23% |
$17K - $18.6K
|
8.68K
$741K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-197- 1.89% |
$16.9K - $18.5K
|
10.2K
$872K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-197- 66.55% |
$16.9K - $18.5K
|
99
$8.45K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-191- 3.24% |
$16.4K - $17.9K
|
5.71K
$488K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-190- 5.92% |
$16.3K - $17.9K
|
3.02K
$258K
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-190- 4.93% |
$16.3K - $17.9K
|
3.66K
$313K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-185- 6.65% |
$15.9K - $17.4K
|
2.6K
$222K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-182- 32.38% |
$15.6K - $17.1K
|
380
$32.4K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-177- 4.34% |
$15.2K - $16.6K
|
3.9K
$333K
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-169- 10.22% |
$14.5K - $15.9K
|
1.48K
$127K
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-168- 1.25% |
$14.4K - $15.8K
|
13.3K
$1.13M
|