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
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-122- 5.01% |
$10.5K - $11.5K
|
2.31K
$202K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-101- 4.24% |
$8.66K - $9.49K
|
2.28K
$200K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 2.67% |
$8.66K - $9.49K
|
3.68K
$322K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 3.83% |
$8.57K - $9.4K
|
2.51K
$220K
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-100- 3.13% |
$8.57K - $9.4K
|
3.1K
$271K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 99.0% |
$8.48K - $9.3K
|
1
$87.6
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-83- 1.36% |
$7.11K - $7.8K
|
6.03K
$528K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-82- 0.95% |
$7.03K - $7.7K
|
8.52K
$746K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 15.36% |
$6.86K - $7.52K
|
441
$38.6K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-68- 13.55% |
$5.83K - $6.39K
|
434
$38K
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-64- 0.25% |
$5.48K - $6.01K
|
25.3K
$2.21M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-56- 1.69% |
$4.8K - $5.26K
|
3.27K
$286K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-49- 3.05% |
$4.2K - $4.6K
|
1.56K
$137K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-49- 1.25% |
$4.2K - $4.6K
|
3.88K
$340K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-36- 1.17% |
$3.09K - $3.38K
|
3.03K
$265K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-32- 0.65% |
$2.74K - $3.01K
|
4.89K
$428K
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 0.65% |
$2.57K - $2.82K
|
4.6K
$403K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-26- 0.14% |
$2.23K - $2.44K
|
19.2K
$1.68M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26- 96.3% |
$2.23K - $2.44K
|
1
$87.6
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-25- 0.98% |
$2.14K - $2.35K
|
2.52K
$221K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.42% |
$2.14K - $2.35K
|
5.95K
$521K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.43% |
$1.71K - $1.88K
|
4.6K
$403K
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$1.46K - $1.6K
|
0
$0
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15- 0.19% |
$1.29K - $1.41K
|
7.8K
$683K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-1- 0.03% |
$85.7 - $94
|
3.51K
$307K
|
|
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
$526M
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.46M- 79.9% |
$121M - $142M
|
367K
$32.1M
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-1M- 98.43% |
$83.3M - $97.3M
|
16K
$1.4M
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
CALL |
-400K- 53.33% |
$33.3M - $38.9M
|
350K
$30.7M
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-162K- 36.9% |
$13.5M - $15.7M
|
277K
$24.2M
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-133K- 22.4% |
$11.1M - $12.9M
|
460K
$40.3M
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
SELL
|
- |
-64.3K- 25.21% |
$5.36M - $6.25M
|
191K
$16.7M
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-36.6K- 67.53% |
$3.05M - $3.56M
|
17.6K
$1.54M
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-36.5K- 76.98% |
$3.04M - $3.55M
|
10.9K
$955K
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-30.2K- 99.93% |
$2.52M - $2.94M
|
20
$1.75K
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-29.9K- 39.57% |
$2.49M - $2.91M
|
45.7K
$4M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-28.3K- 53.1% |
$2.36M - $2.75M
|
25K
$2.19M
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.3K- 62.96% |
$1.94M - $2.26M
|
13.7K
$1.2M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 5.86% |
$1.61M - $1.88M
|
310K
$27.2M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.8K- 99.39% |
$984K - $1.15M
|
72
$6.31K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-10K- 19.96% |
$833K - $973K
|
40.1K
$3.51M
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-9.56K- 23.43% |
$797K - $930K
|
31.3K
$2.74M
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-8.26K- 50.42% |
$688K - $803K
|
8.12K
$711K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.02K- 42.86% |
$585K - $683K
|
9.36K
$820K
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-5.28K- 23.7% |
$440K - $514K
|
17K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.82K- 65.05% |
$402K - $469K
|
2.59K
$227K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.64K- 44.58% |
$387K - $451K
|
5.77K
$505K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.79K- 11.61% |
$316K - $369K
|
28.8K
$2.53M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.19K- 9.95% |
$266K - $310K
|
28.9K
$2.53M
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.92K- 7.41% |
$243K - $284K
|
36.5K
$3.19M
|