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 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-165- 2.37% |
$14.1K - $15.5K
|
6.79K
$580K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-164- 20.73% |
$14.1K - $15.4K
|
627
$53.5K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-163- 1.94% |
$14K - $15.3K
|
8.22K
$702K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-163- 6.43% |
$14K - $15.3K
|
2.37K
$202K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-163- 3.63% |
$14K - $15.3K
|
4.33K
$369K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-162- 0.19% |
$13.9K - $15.2K
|
87.2K
$7.44M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-161- 3.9% |
$13.8K - $15.1K
|
3.97K
$339K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-159- 1.63% |
$13.6K - $14.9K
|
9.62K
$821K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-158- 70.22% |
$13.5K - $14.8K
|
67
$5.72K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-156- 1.4% |
$13.4K - $14.7K
|
11K
$939K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-151- 1.89% |
$12.9K - $14.2K
|
7.83K
$668K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 16.67% |
$12.9K - $14.1K
|
750
$64K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-148- 5.21% |
$12.7K - $13.9K
|
2.69K
$230K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-148- 30.71% |
$12.7K - $13.9K
|
334
$28.5K
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-147- 0.74% |
$12.6K - $13.8K
|
19.7K
$1.68M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-146- 0.86% |
$12.5K - $13.7K
|
16.8K
$1.43M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-145- 2.17% |
$12.4K - $13.6K
|
6.55K
$559K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-145- 2.96% |
$12.4K - $13.6K
|
4.75K
$405K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-145- 65.61% |
$12.4K - $13.6K
|
76
$6.49K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-139- 11.78% |
$11.9K - $13.1K
|
1.04K
$88.9K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-134- 2.0% |
$11.5K - $12.6K
|
6.57K
$561K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-133- 2.11% |
$11.4K - $12.5K
|
6.18K
$527K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-130- 0.01% |
$11.1K - $12.2K
|
2.16M
$185M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 0.94% |
$11K - $12K
|
13.4K
$1.15M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-127- 3.06% |
$10.9K - $11.9K
|
4.02K
$343K
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-125- 1.16% |
$10.7K - $11.7K
|
10.6K
$907K
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-125- 3.52% |
$10.7K - $11.7K
|
3.43K
$293K
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-122- 5.01% |
$10.5K - $11.5K
|
2.31K
$197K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-121- 14.14% |
$10.4K - $11.4K
|
735
$62.8K
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-119- 6.26% |
$10.2K - $11.2K
|
1.78K
$152K
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-116- 2.46% |
$9.94K - $10.9K
|
4.59K
$392K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-115- 19.69% |
$9.86K - $10.8K
|
469
$40K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-112- 2.3% |
$9.6K - $10.5K
|
4.76K
$406K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-111- 1.19% |
$9.51K - $10.4K
|
9.25K
$789K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 30.88% |
$9.34K - $10.2K
|
244
$20.8K
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-104- 0.98% |
$8.91K - $9.77K
|
10.5K
$899K
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-104- 0.86% |
$8.91K - $9.77K
|
11.9K
$1.02M
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-101- 4.24% |
$8.66K - $9.49K
|
2.28K
$195K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-101- 16.16% |
$8.66K - $9.49K
|
524
$44.7K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 2.67% |
$8.66K - $9.49K
|
3.68K
$314K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-100- 6.67% |
$8.57K - $9.4K
|
1.4K
$120K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 4.32% |
$8.57K - $9.4K
|
2.21K
$189K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 3.83% |
$8.57K - $9.4K
|
2.51K
$214K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 1.09% |
$8.57K - $9.4K
|
9.05K
$772K
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-100- 3.13% |
$8.57K - $9.4K
|
3.1K
$264K
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-99- 3.31% |
$8.48K - $9.3K
|
2.89K
$247K
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-99- 31.73% |
$8.48K - $9.3K
|
213
$18.2K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 99.0% |
$8.48K - $9.3K
|
1
$85.4
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-99- 1.85% |
$8.48K - $9.3K
|
5.26K
$449K
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-97- 1.99% |
$8.31K - $9.11K
|
4.78K
$408K
|