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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 35.1% |
$670K - $742K
|
14.7K
$1.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.17K- 47.96% |
$436K - $483K
|
5.61K
$479K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.9KClosed |
$329K - $364K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.73K- 39.99% |
$315K - $349K
|
5.6K
$478K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.51K- 34.51% |
$296K - $328K
|
6.66K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.25K- 91.76% |
$274K - $304K
|
292
$24.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.8K- 60.32% |
$236K - $261K
|
1.84K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-2.64K- 22.41% |
$222K - $246K
|
9.13K
$780K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.63K- 14.04% |
$222K - $245K
|
16.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.39K- 5.92% |
$201K - $223K
|
37.9K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-1.91K- 42.88% |
$161K - $179K
|
2.55K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.54K- 19.1% |
$130K - $144K
|
6.51K
$556K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.5K- 5.31% |
$127K - $140K
|
26.8K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 6.25% |
$125K - $138K
|
22.2K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.32K- 11.75% |
$112K - $124K
|
9.94K
$848K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.17K- 11.51% |
$98.7K - $109K
|
9K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.13K- 17.51% |
$95.6K - $106K
|
5.34K
$456K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-996- 29.8% |
$84K - $93K
|
2.35K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-987- 13.53% |
$83.3K - $92.2K
|
6.31K
$539K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-981- 11.47% |
$82.7K - $91.6K
|
7.57K
$646K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-850- 80.95% |
$71.7K - $79.4K
|
200
$17.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-833- 0.85% |
$70.3K - $77.8K
|
97.4K
$8.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-774- 18.9% |
$65.3K - $72.3K
|
3.32K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-690- 17.87% |
$58.2K - $64.4K
|
3.17K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-606- 19.82% |
$51.1K - $56.6K
|
2.45K
$209K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-500- 63.45% |
$42.2K - $46.7K
|
288
$24.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-447- 1.21% |
$37.7K - $41.7K
|
36.6K
$3.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-343- 12.29% |
$28.9K - $32K
|
2.45K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-272- 3.21% |
$22.9K - $25.4K
|
8.21K
$701K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-234- 3.6% |
$19.7K - $21.9K
|
6.27K
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-230- 89.49% |
$19.4K - $21.5K
|
27
$2.31K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-213- 5.45% |
$18K - $19.9K
|
3.7K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-177- 41.55% |
$14.9K - $16.5K
|
249
$21.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-175- 0.93% |
$14.8K - $16.3K
|
18.6K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-162- 5.37% |
$13.7K - $15.1K
|
2.86K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-160- 45.85% |
$13.5K - $14.9K
|
189
$16.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-159- 0.47% |
$13.4K - $14.8K
|
33.7K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-142- 3.72% |
$12K - $13.3K
|
3.67K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 9.75% |
$12K - $13.3K
|
1.31K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-133- 5.04% |
$11.2K - $12.4K
|
2.51K
$214K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-133- 59.64% |
$11.2K - $12.4K
|
90
$7.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-129- 5.04% |
$10.9K - $12K
|
2.43K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.69% |
$10.5K - $11.7K
|
4.51K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 2.7% |
$10.3K - $11.4K
|
4.39K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-107- 44.77% |
$9.03K - $9.99K
|
132
$11.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-85- 27.69% |
$7.17K - $7.94K
|
222
$19K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-75- 2.41% |
$6.33K - $7K
|
3.04K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-71- 0.09% |
$5.99K - $6.63K
|
76.9K
$6.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-66- 2.06% |
$5.57K - $6.16K
|
3.15K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-50- 0.99% |
$4.22K - $4.67K
|
5.02K
$428K
|