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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-14.1K- 45.71% |
$1.19M - $1.32M
|
16.7K
$1.61M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-13.7K- 36.55% |
$1.15M - $1.28M
|
23.7K
$2.29M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-13.4K- 11.64% |
$1.13M - $1.25M
|
102K
$9.8M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.3K- 56.87% |
$1.12M - $1.25M
|
10.1K
$974K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13.3K- 34.0% |
$1.12M - $1.24M
|
25.7K
$2.48M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13.2K- 57.5% |
$1.11M - $1.23M
|
9.74K
$939K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-13.1K- 18.75% |
$1.1M - $1.22M
|
56.6K
$5.46M
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-12.6K- 67.12% |
$1.07M - $1.18M
|
6.2K
$597K
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-12.6K- 9.32% |
$1.06M - $1.17M
|
122K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.5K- 43.73% |
$1.05M - $1.16M
|
16K
$1.55M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.4K- 17.56% |
$1.05M - $1.16M
|
58.2K
$5.61M
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-12.1K- 82.82% |
$1.02M - $1.13M
|
2.52K
$242K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.1K- 5.16% |
$1.02M - $1.13M
|
222K
$21.4M
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 39.24% |
$1M - $1.11M
|
18.4K
$1.77M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.8K- 94.02% |
$993K - $1.1M
|
749
$72.2K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.5K- 73.76% |
$973K - $1.08M
|
4.11K
$395K
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-11.5K- 70.46% |
$969K - $1.07M
|
4.82K
$464K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 12.21% |
$919K - $1.02M
|
78.4K
$7.55M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.9K- 13.63% |
$917K - $1.02M
|
68.9K
$6.64M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 76.01% |
$895K - $991K
|
3.35K
$323K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.5K- 15.18% |
$888K - $983K
|
58.9K
$5.67M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.5K- 12.85% |
$886K - $980K
|
71.2K
$6.86M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 15.83% |
$884K - $979K
|
55.7K
$5.37M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.2K- 12.14% |
$863K - $955K
|
74K
$7.13M
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-10.2K- 28.53% |
$860K - $952K
|
25.5K
$2.46M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-10.1K- 35.9% |
$849K - $940K
|
18K
$1.73M
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-9.97K- 70.22% |
$841K - $931K
|
4.23K
$408K
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.55K- 79.22% |
$806K - $892K
|
2.51K
$241K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.88K- 1.25% |
$749K - $829K
|
703K
$67.7M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.71K- 5.33% |
$735K - $813K
|
155K
$14.9M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.68K- 7.71% |
$732K - $810K
|
104K
$10M
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.16K- 11.62% |
$688K - $762K
|
62.1K
$5.98M
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-8.09K- 76.49% |
$683K - $756K
|
2.49K
$240K
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.08K- 19.08% |
$682K - $755K
|
34.3K
$3.3M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-8K- 55.75% |
$675K - $747K
|
6.35K
$612K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 35.1% |
$670K - $742K
|
14.7K
$1.42M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.91K- 41.45% |
$667K - $739K
|
11.2K
$1.08M
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-7.63K- 14.86% |
$643K - $712K
|
43.7K
$4.21M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.54K- 12.93% |
$636K - $704K
|
50.8K
$4.89M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.53K- 13.1% |
$635K - $703K
|
49.9K
$4.81M
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.3K- 38.7% |
$616K - $682K
|
11.6K
$1.11M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-7.11K- 85.29% |
$600K - $664K
|
1.23K
$118K
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7K- 42.68% |
$590K - $653K
|
9.4K
$905K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.71K- 40.54% |
$566K - $627K
|
9.84K
$948K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.68K- 25.85% |
$564K - $624K
|
19.2K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.63K- 7.19% |
$559K - $619K
|
85.5K
$8.24M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.62K- 9.34% |
$558K - $618K
|
64.3K
$6.19M
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.56K- 3.41% |
$553K - $612K
|
186K
$17.9M
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-6.33K- 16.5% |
$534K - $591K
|
32K
$3.09M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6.27K- 96.27% |
$529K - $586K
|
243
$23.4K
|