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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-166- 11.92% |
$12.7K - $14.5K
|
1.23K
$113K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-120- 4.0% |
$9.19K - $10.5K
|
2.88K
$265K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-95- 0.57% |
$7.28K - $8.29K
|
16.6K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-86- 2.9% |
$6.59K - $7.5K
|
2.88K
$265K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.29% |
$3.14K - $3.58K
|
3.13K
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-23- 0.53% |
$1.76K - $2.01K
|
4.3K
$397K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.55% |
$536 - $611
|
1.26K
$117K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
PUT |
-350K- 87.92% |
$26.9M - $32.6M
|
48.1K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-170K- 58.57% |
$13.1M - $15.8M
|
120K
$11.1M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-134K- 31.92% |
$10.3M - $12.4M
|
285K
$26.3M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-131K- 95.96% |
$10M - $12.2M
|
5.5K
$507K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-124K- 93.53% |
$9.55M - $11.6M
|
8.58K
$791K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-77.5K- 88.43% |
$5.97M - $7.22M
|
10.1K
$935K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-60KClosed |
$4.62M - $5.59M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-48.2K- 92.75% |
$3.71M - $4.49M
|
3.77K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-30K- 37.5% |
$2.31M - $2.79M
|
50K
$4.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
PUT |
-20K- 80.0% |
$1.54M - $1.86M
|
5K
$461K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-9.86K- 79.13% |
$759K - $918K
|
2.6K
$240K
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-9.62K- 16.39% |
$740K - $895K
|
49.1K
$4.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-8.92K- 4.22% |
$686K - $830K
|
202K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.52K- 3.13% |
$656K - $794K
|
263K
$24.3M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-7.53K- 84.13% |
$579K - $701K
|
1.42K
$131K
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.29K- 6.69% |
$561K - $679K
|
102K
$9.37M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-6.85K- 94.31% |
$527K - $637K
|
413
$38.1K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.28KClosed |
$483K - $584K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.07K- 66.53% |
$467K - $565K
|
3.06K
$282K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.7K- 64.47% |
$362K - $438K
|
2.59K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.26KClosed |
$328K - $397K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.6KClosed |
$200K - $242K
|
0
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.6K- 36.66% |
$200K - $242K
|
4.49K
$414K
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.17K- 13.33% |
$167K - $202K
|
14.1K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.94K- 77.97% |
$149K - $181K
|
548
$50.5K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.4K- 35.9% |
$108K - $130K
|
2.5K
$231K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.12K- 30.56% |
$85.8K - $104K
|
2.53K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.01K- 1.32% |
$77.9K - $94.2K
|
75.7K
$6.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-914- 3.68% |
$70.4K - $85.1K
|
24K
$2.21M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-822- 19.73% |
$63.3K - $76.5K
|
3.34K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-790- 15.41% |
$60.8K - $73.6K
|
4.34K
$400K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-710- 11.34% |
$54.6K - $66.1K
|
5.55K
$512K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-670- 1.05% |
$51.6K - $62.4K
|
63.2K
$5.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-654- 7.06% |
$50.3K - $60.9K
|
8.62K
$794K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-560- 65.96% |
$43.1K - $52.1K
|
289
$26.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-385- 11.26% |
$29.6K - $35.8K
|
3.03K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-334Closed |
$25.7K - $31.1K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-250- 7.42% |
$19.2K - $23.3K
|
3.12K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-209- 5.89% |
$16.1K - $19.5K
|
3.34K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 7.37% |
$15.4K - $18.6K
|
2.51K
$232K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-189- 25.78% |
$14.5K - $17.6K
|
544
$50.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-146- 1.72% |
$11.2K - $13.6K
|
8.35K
$770K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-82- 1.68% |
$6.31K - $7.64K
|
4.8K
$443K
|
|