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 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.02K- 7.24% |
$87K - $95.4K
|
13K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 22.35% |
$86.7K - $95.1K
|
3.52K
$308K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-952- 20.93% |
$81.6K - $89.4K
|
3.6K
$315K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 27.11% |
$78.7K - $86.3K
|
2.47K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-800- 1.3% |
$68.6K - $75.2K
|
60.8K
$5.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-798- 22.57% |
$68.4K - $75K
|
2.74K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-791- 5.36% |
$67.8K - $74.3K
|
14K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-780- 7.02% |
$66.8K - $73.3K
|
10.3K
$905K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 15.66% |
$59.5K - $65.2K
|
3.74K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-659- 13.95% |
$56.5K - $61.9K
|
4.07K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-648- 61.89% |
$55.5K - $60.9K
|
399
$34.9K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-614- 21.22% |
$52.6K - $57.7K
|
2.28K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-600- 99.34% |
$51.4K - $56.4K
|
4
$350
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-534- 18.65% |
$45.8K - $50.2K
|
2.33K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-534- 2.89% |
$45.8K - $50.2K
|
17.9K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-531- 19.53% |
$45.5K - $49.9K
|
2.19K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-511- 26.82% |
$43.8K - $48K
|
1.39K
$122K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-498- 10.5% |
$42.7K - $46.8K
|
4.25K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-485- 20.46% |
$41.6K - $45.6K
|
1.89K
$165K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-448- 3.84% |
$38.4K - $42.1K
|
11.2K
$983K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-415- 3.68% |
$35.6K - $39K
|
10.9K
$951K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-400- 6.78% |
$34.3K - $37.6K
|
5.5K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-400- 11.76% |
$34.3K - $37.6K
|
3K
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-383- 13.89% |
$32.8K - $36K
|
2.37K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-342- 4.02% |
$29.3K - $32.1K
|
8.16K
$715K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-338- 1.75% |
$29K - $31.8K
|
18.9K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-331- 12.6% |
$28.4K - $31.1K
|
2.3K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-300- 33.33% |
$25.7K - $28.2K
|
600
$52.5K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-297- 4.71% |
$25.5K - $27.9K
|
6.01K
$527K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-286- 11.35% |
$24.5K - $26.9K
|
2.23K
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-284- 0.71% |
$24.3K - $26.7K
|
40K
$3.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.22% |
$23.7K - $26K
|
4.18K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-261- 13.87% |
$22.4K - $24.5K
|
1.62K
$142K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-258- 5.48% |
$22.1K - $24.2K
|
4.45K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-248- 1.74% |
$21.3K - $23.3K
|
14K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-238- 9.56% |
$20.4K - $22.4K
|
2.25K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-237- 9.32% |
$20.3K - $22.3K
|
2.31K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-233- 2.74% |
$20K - $21.9K
|
8.28K
$725K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 5.38% |
$17.1K - $18.8K
|
3.52K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-197- 66.55% |
$16.9K - $18.5K
|
99
$8.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-190- 4.93% |
$16.3K - $17.9K
|
3.66K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-182- 32.38% |
$15.6K - $17.1K
|
380
$33.3K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-164- 20.73% |
$14.1K - $15.4K
|
627
$54.9K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-161- 3.9% |
$13.8K - $15.1K
|
3.97K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-156- 1.4% |
$13.4K - $14.7K
|
11K
$963K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 16.67% |
$12.9K - $14.1K
|
750
$65.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-148- 30.71% |
$12.7K - $13.9K
|
334
$29.3K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-145- 65.61% |
$12.4K - $13.6K
|
76
$6.66K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-139- 11.78% |
$11.9K - $13.1K
|
1.04K
$91.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-127- 3.06% |
$10.9K - $11.9K
|
4.02K
$352K
|