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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 4.19% |
$6.16K - $7.45K
|
1.83K
$169K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72- 2.82% |
$5.54K - $6.7K
|
2.48K
$229K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 1.2% |
$1.54K - $1.86K
|
1.65K
$152K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-12- 0.01% |
$924 - $1.12K
|
137K
$12.6M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.07M- 98.86% |
$462M - $571M
|
70.2K
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-450K- 32.14% |
$34.2M - $42.3M
|
950K
$87.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-94.7KClosed |
$7.21M - $8.91M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-41.8K- 18.14% |
$3.18M - $3.93M
|
189K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
PUT |
-27.5K- 28.44% |
$2.09M - $2.59M
|
69.2K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-9.79K- 14.87% |
$745K - $921K
|
56.1K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Canyon Capital Advisors LLC
Dallas, TX |
SELL
|
PUT |
-8.1K- 21.09% |
$616K - $762K
|
30.3K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.81K- 33.33% |
$594K - $735K
|
15.6K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.9K- 45.47% |
$449K - $555K
|
7.08K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.92K- 36.19% |
$299K - $369K
|
6.92K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.12K- 3.74% |
$238K - $294K
|
80.3K
$7.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.77K- 39.8% |
$135K - $167K
|
2.68K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.54K- 19.12% |
$117K - $145K
|
6.52K
$601K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.4K- 3.9% |
$106K - $131K
|
34.4K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 10.55% |
$102K - $126K
|
11.4K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-1K- 2.18% |
$76.1K - $94.1K
|
44.9K
$4.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-873- 21.37% |
$66.4K - $82.1K
|
3.21K
$296K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-767- 21.32% |
$58.4K - $72.2K
|
2.83K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-650- 27.32% |
$49.5K - $61.2K
|
1.73K
$159K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-625- 11.27% |
$47.6K - $58.8K
|
4.92K
$454K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-441- 10.28% |
$33.6K - $41.5K
|
3.85K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-427- 3.71% |
$32.5K - $40.2K
|
11.1K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-389- 1.87% |
$29.6K - $36.6K
|
20.4K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-311- 1.6% |
$23.7K - $29.3K
|
19.1K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-305- 6.54% |
$23.2K - $28.7K
|
4.36K
$402K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-298- 50.51% |
$22.7K - $28K
|
292
$26.9K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-275- 7.23% |
$20.9K - $25.9K
|
3.53K
$325K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-210- 1.02% |
$16K - $19.8K
|
20.3K
$1.87M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-123- 23.52% |
$9.36K - $11.6K
|
400
$36.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-116- 3.85% |
$8.83K - $10.9K
|
2.9K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-53- 0.23% |
$4.03K - $4.99K
|
23.2K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-45- 0.53% |
$3.42K - $4.23K
|
8.4K
$774K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Chescapmanager LLC
Baltimore, MD |
SELL
|
CALL |
-250K- 55.56% |
$16.9M - $21M
|
200K
$18.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-199K- 60.24% |
$13.4M - $16.7M
|
131K
$12.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-95K- 65.52% |
$6.41M - $7.99M
|
50K
$4.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25.9K- 51.19% |
$1.75M - $2.18M
|
24.7K
$2.27M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-25.6K- 50.84% |
$1.73M - $2.15M
|
24.8K
$2.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
PUT |
-14.4K- 72.36% |
$972K - $1.21M
|
5.5K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.8KClosed |
$799K - $995K
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-11.6K- 47.09% |
$780K - $972K
|
13K
$1.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-7.6K- 96.77% |
$513K - $639K
|
254
$23.4K
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7K- 34.83% |
$472K - $589K
|
13.1K
$1.21M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-6.97K- 3.18% |
$470K - $586K
|
212K
$19.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-6.85K- 67.06% |
$463K - $576K
|
3.37K
$310K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-5.71K- 99.86% |
$385K - $480K
|
8
$738
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-5K- 20.0% |
$337K - $420K
|
20K
$1.84M
|
|