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 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-36- 1.4% |
$2.75K - $3.39K
|
2.53K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 24.14% |
$2.68K - $3.29K
|
110
$9.63K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-35- 0.06% |
$2.68K - $3.29K
|
59.6K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-33- 0.38% |
$2.52K - $3.11K
|
8.77K
$768K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-33- 1.21% |
$2.52K - $3.11K
|
2.71K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31- 13.54% |
$2.37K - $2.92K
|
198
$17.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-31- 4.35% |
$2.37K - $2.92K
|
682
$59.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-31- 0.93% |
$2.37K - $2.92K
|
3.32K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-31- 0.92% |
$2.37K - $2.92K
|
3.35K
$294K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-31- 19.62% |
$2.37K - $2.92K
|
127
$11.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-30- 7.69% |
$2.29K - $2.82K
|
360
$31.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-27- 0.27% |
$2.06K - $2.54K
|
10K
$877K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-27- 3.38% |
$2.06K - $2.54K
|
772
$67.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-25- 0.47% |
$1.91K - $2.35K
|
5.33K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 4.84% |
$1.76K - $2.16K
|
452
$39.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23- 1.04% |
$1.76K - $2.16K
|
2.19K
$192K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-22- 33.85% |
$1.68K - $2.07K
|
43
$3.77K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.54% |
$1.53K - $1.88K
|
3.71K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-19- 0.89% |
$1.45K - $1.79K
|
2.12K
$185K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-17- 11.81% |
$1.3K - $1.6K
|
127
$11.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-17- 0.15% |
$1.3K - $1.6K
|
11.6K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-15- 0.47% |
$1.15K - $1.41K
|
3.17K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-15- 0.12% |
$1.15K - $1.41K
|
12.4K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-14- 0.24% |
$1.07K - $1.32K
|
5.84K
$511K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-13- 0.05% |
$994 - $1.22K
|
24K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13- 0.21% |
$994 - $1.22K
|
6.2K
$543K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10- 0.29% |
$764 - $941
|
3.47K
$304K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-9- 0.18% |
$688 - $847
|
5.12K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-8- 6.2% |
$612 - $753
|
121
$10.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$612 - $753
|
34.1K
$2.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-6- 0.47% |
$459 - $565
|
1.27K
$111K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-5- 0.03% |
$382 - $471
|
15.7K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.41% |
$382 - $471
|
1.21K
$106K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4- 0.16% |
$306 - $377
|
2.56K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-4- 0.13% |
$306 - $377
|
3.16K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.01% |
$153 - $188
|
13.8K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-805K- 98.93% |
$69M - $75.6M
|
8.71K
$762K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-669K- 79.64% |
$57.3M - $62.8M
|
171K
$15M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-657K- 98.51% |
$56.3M - $61.7M
|
9.92K
$869K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-588K- 98.82% |
$50.4M - $55.3M
|
7.04K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-290K- 87.6% |
$24.8M - $27.2M
|
41K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
SELL
|
PUT |
-280K- 30.94% |
$24M - $26.3M
|
625K
$54.7M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
PUT |
-195K- 25.83% |
$16.7M - $18.3M
|
560K
$49M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-154K- 30.59% |
$13.2M - $14.4M
|
349K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-147K- 34.08% |
$12.6M - $13.8M
|
285K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-112K- 79.28% |
$9.58M - $10.5M
|
29.2K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-102K- 80.33% |
$8.75M - $9.59M
|
25K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-37.6K- 93.27% |
$3.22M - $3.53M
|
2.71K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-34.9K- 43.52% |
$2.99M - $3.28M
|
45.3K
$3.97M
|
|