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 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-27.5K- 16.62% |
$2.1M - $2.4M
|
138K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-15.8K- 83.72% |
$1.21M - $1.38M
|
3.08K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
CALL |
-10K- 25.0% |
$766K - $872K
|
30K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.78K- 24.97% |
$596K - $679K
|
23.4K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-6.31K- 5.09% |
$484K - $551K
|
118K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-6.11K- 56.45% |
$468K - $533K
|
4.71K
$413K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.77K- 35.94% |
$442K - $503K
|
10.3K
$900K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.72K- 39.03% |
$362K - $412K
|
7.38K
$646K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.81K- 51.27% |
$215K - $245K
|
2.67K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.71K- 66.55% |
$207K - $236K
|
1.36K
$119K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.93K- 3.51% |
$148K - $168K
|
53K
$4.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 12.03% |
$103K - $117K
|
9.8K
$859K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-851- 24.89% |
$65.2K - $74.2K
|
2.57K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-737- 0.47% |
$56.4K - $64.3K
|
158K
$13.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-655- 10.49% |
$50.2K - $57.1K
|
5.59K
$489K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-554- 9.54% |
$42.4K - $48.3K
|
5.26K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-367- 8.9% |
$28.1K - $32K
|
3.76K
$329K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-364- 1.53% |
$27.9K - $31.8K
|
23.4K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-339- 90.64% |
$26K - $29.6K
|
35
$3.07K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-327- 46.45% |
$25K - $28.5K
|
377
$33K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-318- 8.33% |
$24.4K - $27.7K
|
3.5K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-296- 6.59% |
$22.7K - $25.8K
|
4.2K
$367K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-190- 61.29% |
$14.6K - $16.6K
|
120
$10.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-166- 11.92% |
$12.7K - $14.5K
|
1.23K
$107K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-120- 4.0% |
$9.19K - $10.5K
|
2.88K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-95- 0.57% |
$7.28K - $8.29K
|
16.6K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-86- 2.9% |
$6.59K - $7.5K
|
2.88K
$252K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.29% |
$3.14K - $3.58K
|
3.13K
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-23- 0.53% |
$1.76K - $2.01K
|
4.3K
$377K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.55% |
$536 - $611
|
1.26K
$111K
|
|
| 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
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-170K- 58.57% |
$13.1M - $15.8M
|
120K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-134K- 31.92% |
$10.3M - $12.4M
|
285K
$25M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-131K- 95.96% |
$10M - $12.2M
|
5.5K
$482K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-124K- 93.53% |
$9.55M - $11.6M
|
8.58K
$752K
|
|
|
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
$330K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
PUT |
-20K- 80.0% |
$1.54M - $1.86M
|
5K
$438K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-9.86K- 79.13% |
$759K - $918K
|
2.6K
$228K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-8.92K- 4.22% |
$686K - $830K
|
202K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.52K- 3.13% |
$656K - $794K
|
263K
$23.1M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-7.53K- 84.13% |
$579K - $701K
|
1.42K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.29K- 6.69% |
$561K - $679K
|
102K
$8.9M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-6.85K- 94.31% |
$527K - $637K
|
413
$36.2K
|
|
|
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
$268K
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.7K- 64.47% |
$362K - $438K
|
2.59K
$227K
|
|
|
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
$393K
|
|