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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 34.75% |
$898K - $985K
|
19.7K
$1.68M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 10.92% |
$896K - $982K
|
85.3K
$7.28M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 17.03% |
$865K - $949K
|
49.2K
$4.2M
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-9.98K- 9.97% |
$855K - $937K
|
90.1K
$7.69M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-9.8K- 2.43% |
$840K - $921K
|
394K
$33.7M
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-9.72K- 75.58% |
$833K - $913K
|
3.14K
$268K
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-9.68K- 9.29% |
$830K - $910K
|
94.6K
$8.07M
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.67K- 5.51% |
$828K - $908K
|
166K
$14.2M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.63K- 37.16% |
$825K - $905K
|
16.3K
$1.39M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.57K- 11.33% |
$820K - $900K
|
74.9K
$6.4M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-9.52K- 40.71% |
$815K - $894K
|
13.9K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-9.48K- 26.53% |
$812K - $891K
|
26.2K
$2.24M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.31K- 3.89% |
$798K - $875K
|
230K
$19.7M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-9.17K- 17.88% |
$786K - $862K
|
42.1K
$3.6M
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.15K- 58.74% |
$784K - $860K
|
6.43K
$549K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.04K- 13.61% |
$775K - $850K
|
57.4K
$4.9M
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 7.55% |
$765K - $839K
|
109K
$9.33M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.9K- 32.11% |
$763K - $836K
|
18.8K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.61K- 15.16% |
$738K - $809K
|
48.2K
$4.11M
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-8.5K- 42.44% |
$728K - $798K
|
11.5K
$984K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.48K- 18.87% |
$727K - $797K
|
36.5K
$3.11M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-8.35K- 6.38% |
$716K - $785K
|
122K
$10.5M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.3K- 49.98% |
$711K - $779K
|
8.3K
$709K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.26K- 15.47% |
$708K - $776K
|
45.1K
$3.85M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.21K- 37.63% |
$704K - $772K
|
13.6K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.2K- 9.52% |
$703K - $771K
|
78K
$6.66M
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.96K- 75.38% |
$682K - $748K
|
2.6K
$222K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-7.95K- 61.0% |
$681K - $747K
|
5.08K
$434K
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.82K- 21.84% |
$670K - $735K
|
28K
$2.39M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.58K- 69.26% |
$649K - $712K
|
3.36K
$287K
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-7.53K- 15.0% |
$645K - $708K
|
42.7K
$3.64M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.44K- 49.58% |
$638K - $699K
|
7.57K
$646K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.32K- 17.68% |
$628K - $688K
|
34.1K
$2.91M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.26K- 39.23% |
$622K - $682K
|
11.3K
$961K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-7.11K- 55.22% |
$609K - $668K
|
5.76K
$492K
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.07K- 23.73% |
$606K - $664K
|
22.7K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.01K- 2.72% |
$601K - $659K
|
251K
$21.4M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.87K- 10.12% |
$589K - $645K
|
61K
$5.21M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6.83K- 65.6% |
$585K - $641K
|
3.58K
$306K
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.82K- 12.31% |
$584K - $641K
|
48.6K
$4.15M
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-6.69K- 30.85% |
$573K - $628K
|
15K
$1.28M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.65K- 10.84% |
$570K - $625K
|
54.7K
$4.67M
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.57K- 21.0% |
$563K - $617K
|
24.7K
$2.11M
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.55K- 4.97% |
$562K - $616K
|
125K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-6.5K- 14.1% |
$557K - $611K
|
39.6K
$3.38M
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-6.47K- 15.32% |
$555K - $608K
|
35.8K
$3.05M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-6.4K- 20.34% |
$548K - $601K
|
25.1K
$2.14M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.32K- 8.17% |
$542K - $594K
|
71K
$6.06M
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-6.06K- 14.99% |
$520K - $570K
|
34.4K
$2.94M
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.99K- 68.37% |
$513K - $563K
|
2.77K
$237K
|