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 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.17K- 13.33% |
$167K - $202K
|
14.1K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.94K- 77.97% |
$149K - $181K
|
548
$48K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.4K- 35.9% |
$108K - $130K
|
2.5K
$219K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.12K- 30.56% |
$85.8K - $104K
|
2.53K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.01K- 1.32% |
$77.9K - $94.2K
|
75.7K
$6.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-914- 3.68% |
$70.4K - $85.1K
|
24K
$2.1M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-822- 19.73% |
$63.3K - $76.5K
|
3.34K
$293K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-790- 15.41% |
$60.8K - $73.6K
|
4.34K
$380K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-710- 11.34% |
$54.6K - $66.1K
|
5.55K
$486K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-670- 1.05% |
$51.6K - $62.4K
|
63.2K
$5.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-654- 7.06% |
$50.3K - $60.9K
|
8.62K
$755K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-560- 65.96% |
$43.1K - $52.1K
|
289
$25.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-385- 11.26% |
$29.6K - $35.8K
|
3.03K
$266K
|
|
|
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
$273K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-209- 5.89% |
$16.1K - $19.5K
|
3.34K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 7.37% |
$15.4K - $18.6K
|
2.51K
$220K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-189- 25.78% |
$14.5K - $17.6K
|
544
$47.6K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-146- 1.72% |
$11.2K - $13.6K
|
8.35K
$731K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-82- 1.68% |
$6.31K - $7.64K
|
4.8K
$421K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 4.19% |
$6.16K - $7.45K
|
1.83K
$160K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72- 2.82% |
$5.54K - $6.7K
|
2.48K
$217K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 1.2% |
$1.54K - $1.86K
|
1.65K
$144K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-12- 0.01% |
$924 - $1.12K
|
137K
$12M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.07M- 98.86% |
$462M - $571M
|
70.2K
$6.15M
|
|
|
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
$16.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
PUT |
-27.5K- 28.44% |
$2.09M - $2.59M
|
69.2K
$6.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-9.79K- 14.87% |
$745K - $921K
|
56.1K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Canyon Capital Advisors LLC
Dallas, TX |
SELL
|
PUT |
-8.1K- 21.09% |
$616K - $762K
|
30.3K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.81K- 33.33% |
$594K - $735K
|
15.6K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.9K- 45.47% |
$449K - $555K
|
7.08K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.92K- 36.19% |
$299K - $369K
|
6.92K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.12K- 3.74% |
$238K - $294K
|
80.3K
$7.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.77K- 39.8% |
$135K - $167K
|
2.68K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.54K- 19.12% |
$117K - $145K
|
6.52K
$571K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.4K- 3.9% |
$106K - $131K
|
34.4K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 10.55% |
$102K - $126K
|
11.4K
$997K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-1K- 2.18% |
$76.1K - $94.1K
|
44.9K
$3.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-873- 21.37% |
$66.4K - $82.1K
|
3.21K
$281K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-767- 21.32% |
$58.4K - $72.2K
|
2.83K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-650- 27.32% |
$49.5K - $61.2K
|
1.73K
$151K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-441- 10.28% |
$33.6K - $41.5K
|
3.85K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-427- 3.71% |
$32.5K - $40.2K
|
11.1K
$970K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-389- 1.87% |
$29.6K - $36.6K
|
20.4K
$1.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-311- 1.6% |
$23.7K - $29.3K
|
19.1K
$1.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-305- 6.54% |
$23.2K - $28.7K
|
4.36K
$382K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-298- 50.51% |
$22.7K - $28K
|
292
$25.6K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-275- 7.23% |
$20.9K - $25.9K
|
3.53K
$309K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-210- 1.02% |
$16K - $19.8K
|
20.3K
$1.78M
|
|