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 |
---|---|---|---|---|---|---|---|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-32- 0.65% |
$2.74K - $3.01K
|
4.89K
$417K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-31- 0.5% |
$2.66K - $2.91K
|
6.2K
$530K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-30- 8.15% |
$2.57K - $2.82K
|
338
$28.9K
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-30- 0.68% |
$2.57K - $2.82K
|
4.41K
$377K
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 0.65% |
$2.57K - $2.82K
|
4.6K
$393K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-28- 0.47% |
$2.4K - $2.63K
|
5.9K
$503K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-27- 0.48% |
$2.31K - $2.54K
|
5.57K
$476K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-26- 0.14% |
$2.23K - $2.44K
|
19.2K
$1.64M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 19.26% |
$2.23K - $2.44K
|
109
$9.31K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26- 96.3% |
$2.23K - $2.44K
|
1
$85.4
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-25- 0.14% |
$2.14K - $2.35K
|
17.6K
$1.5M
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-25- 0.98% |
$2.14K - $2.35K
|
2.52K
$215K
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-25- 0.06% |
$2.14K - $2.35K
|
43.9K
$3.74M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.42% |
$2.14K - $2.35K
|
5.95K
$508K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.08% |
$2.06K - $2.26K
|
28.5K
$2.44M
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-23- 0.11% |
$1.97K - $2.16K
|
21.8K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-21- 0.24% |
$1.8K - $1.97K
|
8.89K
$759K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-21- 0.23% |
$1.8K - $1.97K
|
9.15K
$781K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-20- 5.22% |
$1.71K - $1.88K
|
363
$31K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.43% |
$1.71K - $1.88K
|
4.6K
$393K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-18- 3.86% |
$1.54K - $1.69K
|
448
$38.3K
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18- 0.08% |
$1.54K - $1.69K
|
23.3K
$1.99M
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$1.46K - $1.6K
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 0.14% |
$1.37K - $1.5K
|
11.3K
$967K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 6.47% |
$1.29K - $1.41K
|
217
$18.5K
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.15% |
$1.29K - $1.41K
|
9.73K
$831K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15- 0.19% |
$1.29K - $1.41K
|
7.8K
$666K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-15- 1.84% |
$1.29K - $1.41K
|
799
$68.2K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.38% |
$1.2K - $1.32K
|
3.64K
$311K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12- 0.19% |
$1.03K - $1.13K
|
6.32K
$540K
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 0.04% |
$1.03K - $1.13K
|
34.3K
$2.92M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 1.0% |
$943 - $1.03K
|
1.09K
$93.1K
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.02% |
$857 - $940
|
42K
$3.59M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8- -0.0% |
$686 - $752
|
353K
$30.2M
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-5- 0.03% |
$429 - $470
|
17.5K
$1.49M
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-3- 0.03% |
$257 - $282
|
11.4K
$969K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2- 0.03% |
$171 - $188
|
7.65K
$653K
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2- 0.06% |
$171 - $188
|
3.51K
$299K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.04% |
$171 - $188
|
190
$16.2K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-1- 0.03% |
$85.7 - $94
|
3.51K
$300K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$85.7 - $94
|
18.7K
$1.6M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.1% |
$85.7 - $94
|
1K
$85.6K
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1- 0.02% |
$85.7 - $94
|
5.78K
$493K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
SELL
|
PUT |
-16.6M- 73.42% |
$1.38B - $1.61B
|
6.01M
$513M
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.46M- 79.9% |
$121M - $142M
|
367K
$31.3M
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-1M- 98.43% |
$83.3M - $97.3M
|
16K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
CALL |
-400K- 53.33% |
$33.3M - $38.9M
|
350K
$29.9M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-167K- 100.0% |
$13.9M - $16.2M
|
1
$85.4
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-162K- 36.9% |
$13.5M - $15.7M
|
277K
$23.6M
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-133K- 22.4% |
$11.1M - $12.9M
|
460K
$39.3M
|