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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.77K- 29.86% |
$219K - $259K
|
6.5K
$600K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.51KClosed |
$198K - $234K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.86K- 37.8% |
$147K - $174K
|
3.07K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-1.8K- 6.63% |
$142K - $168K
|
25.3K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-975- 97.5% |
$77.1K - $91K
|
25
$2.31K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-747- 85.57% |
$59.1K - $69.7K
|
126
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-705- 21.73% |
$55.8K - $65.8K
|
2.54K
$234K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-572- 76.06% |
$45.2K - $53.4K
|
180
$16.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-567- 40.67% |
$44.8K - $52.9K
|
827
$76.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-500- 16.67% |
$39.5K - $46.7K
|
2.5K
$231K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-497- 1.54% |
$39.3K - $46.4K
|
31.9K
$2.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-231- 5.15% |
$18.3K - $21.6K
|
4.26K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-230- 34.95% |
$18.2K - $21.5K
|
428
$39.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-158- 2.14% |
$12.5K - $14.8K
|
7.22K
$666K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-142- 29.1% |
$11.2K - $13.3K
|
346
$31.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-100- 1.41% |
$7.91K - $9.34K
|
6.97K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-67- 3.98% |
$5.3K - $6.26K
|
1.62K
$149K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-57- 2.01% |
$4.51K - $5.32K
|
2.78K
$256K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-38- 9.55% |
$3.01K - $3.55K
|
360
$33.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15- 0.14% |
$1.19K - $1.4K
|
10.5K
$972K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-990K- 96.64% |
$75.8M - $86.4M
|
34.4K
$3.17M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-180K- 93.7% |
$13.8M - $15.7M
|
12.1K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-169K- 36.81% |
$12.9M - $14.7M
|
290K
$26.7M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-111K- 44.5% |
$8.48M - $9.66M
|
138K
$12.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
CALL |
-58.8K- 63.36% |
$4.5M - $5.13M
|
34K
$3.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-27.5K- 16.62% |
$2.1M - $2.4M
|
138K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-15.8K- 83.72% |
$1.21M - $1.38M
|
3.08K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-10.8K- 96.41% |
$823K - $938K
|
400
$36.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
CALL |
-10K- 25.0% |
$766K - $872K
|
30K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.78K- 24.97% |
$596K - $679K
|
23.4K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-6.31K- 5.09% |
$484K - $551K
|
118K
$10.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-6.11K- 56.45% |
$468K - $533K
|
4.71K
$434K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.77K- 35.94% |
$442K - $503K
|
10.3K
$947K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.54KClosed |
$424K - $483K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.72K- 39.03% |
$362K - $412K
|
7.38K
$680K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.81K- 51.27% |
$215K - $245K
|
2.67K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.71K- 66.55% |
$207K - $236K
|
1.36K
$125K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.93K- 3.51% |
$148K - $168K
|
53K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 12.03% |
$103K - $117K
|
9.8K
$904K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-851- 24.89% |
$65.2K - $74.2K
|
2.57K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-737- 0.47% |
$56.4K - $64.3K
|
158K
$14.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-655- 10.49% |
$50.2K - $57.1K
|
5.59K
$515K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-554- 9.54% |
$42.4K - $48.3K
|
5.26K
$485K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-367- 8.9% |
$28.1K - $32K
|
3.76K
$346K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-364- 1.53% |
$27.9K - $31.8K
|
23.4K
$2.16M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-339- 90.64% |
$26K - $29.6K
|
35
$3.23K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-327- 46.45% |
$25K - $28.5K
|
377
$34.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-318- 8.33% |
$24.4K - $27.7K
|
3.5K
$323K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-296- 6.59% |
$22.7K - $25.8K
|
4.2K
$387K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-190- 61.29% |
$14.6K - $16.6K
|
120
$11.1K
|
|