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 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-141- 5.4% |
$12.4K - $13.8K
|
2.47K
$211K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 4.12% |
$11K - $12.3K
|
2.91K
$248K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-120- 1.9% |
$10.6K - $11.8K
|
6.19K
$528K
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-103- 1.99% |
$9.07K - $10.1K
|
5.09K
$434K
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 4.05% |
$8.8K - $9.81K
|
2.37K
$203K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-80- 40.0% |
$7.04K - $7.85K
|
120
$10.2K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-73- 23.32% |
$6.43K - $7.16K
|
240
$20.5K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-53- 41.41% |
$4.67K - $5.2K
|
75
$6.4K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 2.11% |
$4.23K - $4.71K
|
2.23K
$190K
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-40- 8.79% |
$3.52K - $3.92K
|
415
$35.4K
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-39- 92.86% |
$3.43K - $3.83K
|
3
$256
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-39- 1.07% |
$3.43K - $3.83K
|
3.62K
$309K
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-27- 1.16% |
$2.38K - $2.65K
|
2.3K
$196K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-27- 25.23% |
$2.38K - $2.65K
|
80
$6.83K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-21- 0.56% |
$1.85K - $2.06K
|
3.76K
$321K
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7- 0.07% |
$616 - $687
|
10.5K
$900K
|
|
Q1 2024 | |||||||
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-215K- 79.31% |
$17.2M - $20.3M
|
56.1K
$4.79M
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-128K- 71.17% |
$10.2M - $12.1M
|
51.7K
$4.41M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-125K- 47.4% |
$9.97M - $11.8M
|
138K
$11.8M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-105K- 59.65% |
$8.41M - $9.93M
|
71.2K
$6.08M
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-100K- 90.91% |
$7.99M - $9.44M
|
10K
$854K
|
|
May 14, 2024
Q1 2024
|
Granby Capital Management, LLC
|
SELL
|
- |
-88K- 52.38% |
$7.03M - $8.31M
|
80K
$6.83M
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-47.3K- 83.76% |
$3.78M - $4.47M
|
9.17K
$783K
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-37.2K- 55.42% |
$2.98M - $3.52M
|
30K
$2.56M
|
|
May 14, 2024
Q1 2024
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-35.2K- 13.45% |
$2.81M - $3.32M
|
227K
$19.3M
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-33.1K- 91.12% |
$2.64M - $3.12M
|
3.22K
$275K
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20.7K- 99.98% |
$1.66M - $1.96M
|
5
$427
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-19.3K- 60.69% |
$1.54M - $1.82M
|
12.5K
$1.07M
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-17.7K- 68.04% |
$1.41M - $1.67M
|
8.29K
$708K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10.1K- 56.02% |
$803K - $949K
|
7.89K
$674K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-5.9K- 54.63% |
$471K - $557K
|
4.9K
$418K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 45.78% |
$329K - $388K
|
4.87K
$416K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.83K- 10.74% |
$306K - $362K
|
31.9K
$2.72M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.82K- 6.03% |
$305K - $360K
|
59.5K
$5.08M
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.18K- 16.13% |
$254K - $300K
|
16.5K
$1.41M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.84K- 34.57% |
$227K - $268K
|
5.38K
$459K
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.75K- 54.65% |
$219K - $259K
|
2.28K
$195K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 2.21% |
$166K - $196K
|
92.2K
$7.87M
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.72K- 40.87% |
$138K - $163K
|
2.49K
$213K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.51K- 23.8% |
$121K - $143K
|
4.85K
$414K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.51K- 27.38% |
$121K - $143K
|
4.02K
$343K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.06K- 27.53% |
$85K - $100K
|
2.8K
$239K
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-966- 30.51% |
$77.2K - $91.2K
|
2.2K
$188K
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-603- 19.92% |
$48.2K - $56.9K
|
2.42K
$207K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
- |
-500- 3.33% |
$40K - $47.2K
|
14.5K
$1.24M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-470- 81.03% |
$37.6K - $44.4K
|
110
$9.39K
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-400- 13.79% |
$32K - $37.8K
|
2.5K
$213K
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-380- 12.6% |
$30.4K - $35.9K
|
2.64K
$225K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-309- 11.41% |
$24.7K - $29.2K
|
2.4K
$205K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-263- 59.5% |
$21K - $24.8K
|
179
$15.3K
|