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 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-98- 0.07% |
$7.49K - $9.22K
|
144K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-98- 3.24% |
$7.49K - $9.22K
|
2.92K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-97- 3.36% |
$7.41K - $9.13K
|
2.79K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-96- 2.2% |
$7.34K - $9.04K
|
4.27K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-95- 2.08% |
$7.26K - $8.94K
|
4.47K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-91- 0.72% |
$6.96K - $8.57K
|
12.5K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-90- 1.34% |
$6.88K - $8.47K
|
6.63K
$581K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-89- 0.03% |
$6.8K - $8.38K
|
353K
$30.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-87- 25.74% |
$6.65K - $8.19K
|
251
$22K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 3.43% |
$6.5K - $8K
|
2.39K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-84- 0.57% |
$6.42K - $7.91K
|
14.7K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-84- 2.48% |
$6.42K - $7.91K
|
3.31K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-81- 74.31% |
$6.19K - $7.62K
|
28
$2.45K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-80- 1.38% |
$6.12K - $7.53K
|
5.71K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-79- 0.33% |
$6.04K - $7.44K
|
23.6K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-78- 0.78% |
$5.96K - $7.34K
|
9.91K
$868K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-77- 2.18% |
$5.89K - $7.25K
|
3.45K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-73- 1.94% |
$5.58K - $6.87K
|
3.7K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-71- 1.05% |
$5.43K - $6.68K
|
6.67K
$584K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 1.12% |
$5.43K - $6.68K
|
6.27K
$549K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.62% |
$5.43K - $6.68K
|
2.64K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 0.91% |
$5.35K - $6.59K
|
7.59K
$665K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-70- 1.25% |
$5.35K - $6.59K
|
5.51K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-66- 8.98% |
$5.05K - $6.21K
|
669
$58.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-65- 1.93% |
$4.97K - $6.12K
|
3.3K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-64- 1.93% |
$4.89K - $6.02K
|
3.25K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-63- 1.24% |
$4.82K - $5.93K
|
5.03K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-60- 8.51% |
$4.59K - $5.65K
|
645
$56.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-60- 15.58% |
$4.59K - $5.65K
|
325
$28.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-58- 25.78% |
$4.43K - $5.46K
|
167
$14.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 2.25% |
$4.43K - $5.46K
|
2.53K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-56- 0.29% |
$4.28K - $5.27K
|
19K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 7.8% |
$4.2K - $5.18K
|
650
$56.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-53- 0.32% |
$4.05K - $4.99K
|
16.3K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52- 2.27% |
$3.97K - $4.89K
|
2.24K
$196K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-52- 70.27% |
$3.97K - $4.89K
|
22
$1.93K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-52- 0.63% |
$3.97K - $4.89K
|
8.19K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-50- 0.43% |
$3.82K - $4.71K
|
11.5K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$3.82K - $4.71K
|
7.81K
$684K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-50- 83.33% |
$3.82K - $4.71K
|
10
$876
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-48- 0.25% |
$3.67K - $4.52K
|
18.8K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-45- 0.27% |
$3.44K - $4.24K
|
16.7K
$1.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-44- 44.9% |
$3.36K - $4.14K
|
54
$4.73K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-43- 4.61% |
$3.29K - $4.05K
|
890
$77.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-40- 0.99% |
$3.06K - $3.77K
|
4.01K
$351K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 0.16% |
$2.98K - $3.67K
|
24.9K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-39- 0.21% |
$2.98K - $3.67K
|
18.7K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-37- 0.63% |
$2.83K - $3.48K
|
5.81K
$509K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-37- 0.78% |
$2.83K - $3.48K
|
4.74K
$415K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-37- 0.38% |
$2.83K - $3.48K
|
9.75K
$854K
|