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 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 30.87% |
$11.6K - $12.9K
|
309
$28.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-133- 2.71% |
$11.2K - $12.4K
|
4.77K
$439K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-133- 5.04% |
$11.2K - $12.4K
|
2.51K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-133- 0.37% |
$11.2K - $12.4K
|
35.9K
$3.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-133- 59.64% |
$11.2K - $12.4K
|
90
$8.3K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-131- 0.87% |
$11K - $12.2K
|
15K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-131- 4.5% |
$11K - $12.2K
|
2.78K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-130- 1.02% |
$11K - $12.1K
|
12.6K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-129- 31.08% |
$10.9K - $12K
|
286
$26.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-129- 5.04% |
$10.9K - $12K
|
2.43K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-128- 1.79% |
$10.8K - $12K
|
7.03K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.69% |
$10.5K - $11.7K
|
4.51K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-123- 0.34% |
$10.4K - $11.5K
|
36.3K
$3.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 2.7% |
$10.3K - $11.4K
|
4.39K
$405K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-118- 5.32% |
$9.95K - $11K
|
2.1K
$194K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-118- 0.78% |
$9.95K - $11K
|
15.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-116- 1.13% |
$9.78K - $10.8K
|
10.2K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-113- 0.85% |
$9.53K - $10.6K
|
13.1K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-110- 0.85% |
$9.28K - $10.3K
|
12.9K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-109- 2.58% |
$9.19K - $10.2K
|
4.11K
$379K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-107- 44.77% |
$9.03K - $9.99K
|
132
$12.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-103- 1.31% |
$8.69K - $9.62K
|
7.76K
$715K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.07% |
$8.44K - $9.34K
|
3.16K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 2.44% |
$8.44K - $9.34K
|
3.99K
$368K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-98- 2.69% |
$8.27K - $9.15K
|
3.54K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-89- 3.24% |
$7.51K - $8.31K
|
2.66K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-85- 27.69% |
$7.17K - $7.94K
|
222
$20.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-85- 3.83% |
$7.17K - $7.94K
|
2.14K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-82- 2.26% |
$6.92K - $7.66K
|
3.55K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 0.54% |
$6.75K - $7.47K
|
14.7K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-80- 0.21% |
$6.75K - $7.47K
|
38.8K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-78- 0.85% |
$6.58K - $7.28K
|
9.08K
$837K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-78- 1.28% |
$6.58K - $7.28K
|
6K
$553K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-76- 2.22% |
$6.41K - $7.1K
|
3.36K
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-75- 2.41% |
$6.33K - $7K
|
3.04K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-71- 0.09% |
$5.99K - $6.63K
|
76.9K
$7.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70- 0.09% |
$5.9K - $6.54K
|
75.5K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-68- 1.66% |
$5.74K - $6.35K
|
4.04K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-68- 3.75% |
$5.74K - $6.35K
|
1.75K
$161K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-66- 2.06% |
$5.57K - $6.16K
|
3.15K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-64- 1.51% |
$5.4K - $5.98K
|
4.19K
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-62- 2.63% |
$5.23K - $5.79K
|
2.29K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-62- 0.36% |
$5.23K - $5.79K
|
17K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-59- 1.51% |
$4.98K - $5.51K
|
3.85K
$355K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-58- 0.29% |
$4.89K - $5.42K
|
19.8K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 3.12% |
$4.72K - $5.23K
|
1.74K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-55- 0.09% |
$4.64K - $5.14K
|
58.1K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-50- 0.99% |
$4.22K - $4.67K
|
5.02K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-50- 0.76% |
$4.22K - $4.67K
|
6.5K
$599K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-50- 1.56% |
$4.22K - $4.67K
|
3.15K
$290K
|