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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 2.08% |
$240 - $283
|
141
$13K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.21M- 97.96% |
$97.9M - $111M
|
25.1K
$2.31M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-220K- 52.38% |
$17.9M - $20.2M
|
200K
$18.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-104K- 40.08% |
$8.45M - $9.57M
|
156K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-17.8KClosed |
$1.45M - $1.64M
|
0
$0
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.9K- 57.24% |
$1.05M - $1.19M
|
9.63K
$888K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-10K- 77.44% |
$812K - $920K
|
2.91K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.6K- 99.04% |
$536K - $607K
|
64
$5.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-6.59K- 10.52% |
$535K - $606K
|
56.1K
$5.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.54K- 17.6% |
$450K - $510K
|
26K
$2.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.18K- 25.63% |
$421K - $477K
|
15K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-5K- 50.0% |
$406K - $460K
|
5K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.86K- 29.71% |
$394K - $446K
|
11.5K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 43.7% |
$153K - $173K
|
2.42K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
CALL |
-1.7K- 24.29% |
$138K - $156K
|
5.3K
$489K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.24K- 9.74% |
$101K - $114K
|
11.5K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.17K- 43.9% |
$95.3K - $108K
|
1.5K
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-955- 2.7% |
$77.5K - $87.8K
|
34.4K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-689- 11.41% |
$55.9K - $63.4K
|
5.35K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-568- 49.09% |
$46.1K - $52.2K
|
589
$54.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-493- 4.68% |
$40K - $45.3K
|
10K
$925K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-369- 10.02% |
$30K - $33.9K
|
3.31K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-367- 8.31% |
$29.8K - $33.7K
|
4.05K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-275- 34.59% |
$22.3K - $25.3K
|
520
$47.9K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-270- 2.31% |
$21.9K - $24.8K
|
11.4K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-210- 99.53% |
$17.1K - $19.3K
|
1
$92.2
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-197- 4.44% |
$16K - $18.1K
|
4.24K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-160- 3.35% |
$13K - $14.7K
|
4.62K
$426K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-149- 78.42% |
$12.1K - $13.7K
|
41
$3.78K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-128- 2.12% |
$10.4K - $11.8K
|
5.9K
$544K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-107- 31.1% |
$8.69K - $9.84K
|
237
$21.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-100- 1.47% |
$8.12K - $9.2K
|
6.72K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-63- 0.14% |
$5.12K - $5.79K
|
44.9K
$4.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-53- 4.0% |
$4.3K - $4.87K
|
1.27K
$117K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-29- 0.78% |
$2.35K - $2.67K
|
3.69K
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-15- 0.22% |
$1.22K - $1.38K
|
6.83K
$629K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-12- 0.44% |
$974 - $1.1K
|
2.74K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-11- 2.7% |
$893 - $1.01K
|
397
$36.6K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-654K- 65.44% |
$51.8M - $61.1M
|
346K
$31.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-355K- 52.85% |
$28.1M - $33.2M
|
317K
$29.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-282KClosed |
$22.3M - $26.3M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-60K- 50.0% |
$4.75M - $5.6M
|
60K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-54K- 84.38% |
$4.27M - $5.04M
|
10K
$922K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-49KClosed |
$3.87M - $4.57M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-33.8K- 73.08% |
$2.67M - $3.16M
|
12.5K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-14.5K- 54.06% |
$1.14M - $1.35M
|
12.3K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.6K- 31.7% |
$680K - $803K
|
18.5K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-4.86K- 15.03% |
$384K - $454K
|
27.5K
$2.53M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.8KClosed |
$222K - $262K
|
0
$0
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.77K- 50.0% |
$219K - $259K
|
2.77K
$256K
|
|