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 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-18.4KClosed |
$1.3M - $1.7M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$821K - $1.07M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11.5KClosed |
$810K - $1.06M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-11.3KClosed |
$799K - $1.04M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.9K- 33.9% |
$769K - $1M
|
21.2K
$1.86M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 79.12% |
$714K - $932K
|
2.67K
$233K
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-9.55K- 10.02% |
$675K - $882K
|
85.8K
$7.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-6.77KClosed |
$478K - $624K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.43KClosed |
$384K - $501K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.42KClosed |
$383K - $500K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.16KClosed |
$364K - $476K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5KClosed |
$353K - $461K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.65K- 31.55% |
$328K - $429K
|
10.1K
$883K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-4.4KClosed |
$311K - $406K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.08KClosed |
$217K - $284K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-2.9KClosed |
$205K - $267K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.76KClosed |
$195K - $254K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.73KClosed |
$193K - $252K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.7K- 17.41% |
$191K - $250K
|
12.8K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-2.64KClosed |
$187K - $244K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.33K- 24.06% |
$165K - $215K
|
7.35K
$644K
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
PUT |
-2KClosed |
$141K - $185K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.67KClosed |
$118K - $154K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.64KClosed |
$116K - $151K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.38K- 23.27% |
$97.5K - $127K
|
4.55K
$398K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.36K- 32.41% |
$96K - $125K
|
2.83K
$248K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.35K- 24.49% |
$95.6K - $125K
|
4.17K
$365K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.3K- 9.86% |
$92.1K - $120K
|
11.9K
$1.04M
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$91.5K - $120K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-778Closed |
$55K - $71.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-700- 12.64% |
$49.5K - $64.6K
|
4.84K
$424K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-484Closed |
$34.2K - $44.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-417- 0.62% |
$29.5K - $38.5K
|
66.6K
$5.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-406- 2.17% |
$28.7K - $37.5K
|
18.3K
$1.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-291Closed |
$20.6K - $26.9K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-285- 47.82% |
$20.1K - $26.3K
|
311
$27.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-275- 5.73% |
$19.4K - $25.4K
|
4.53K
$396K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-257Closed |
$18.2K - $23.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-255Closed |
$18K - $23.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-150Closed |
$10.6K - $13.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-115- 3.51% |
$8.13K - $10.6K
|
3.16K
$277K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-98Closed |
$6.92K - $9.04K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-89- 89.0% |
$6.29K - $8.21K
|
11
$963
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56Closed |
$3.96K - $5.17K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-40- 2.05% |
$2.83K - $3.69K
|
1.91K
$167K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-39- 0.52% |
$2.76K - $3.6K
|
7.44K
$652K
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-32Closed |
$2.26K - $2.95K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-14Closed |
$989 - $1.29K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.1% |
$70.7 - $92.3
|
1.05K
$92K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Goldentree Asset Management LP
New York, NY |
SELL
|
CALL |
-2.6MClosed |
$149M - $205M
|
0
$0
|
|