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 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3.81K- 20.34% |
$291K - $359K
|
14.9K
$1.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.81K- 34.65% |
$291K - $359K
|
7.19K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.8K- 22.72% |
$290K - $358K
|
12.9K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-3.79K- 21.43% |
$289K - $356K
|
13.9K
$1.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.69K- 15.33% |
$282K - $348K
|
20.4K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.67K- 47.18% |
$280K - $345K
|
4.11K
$359K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.64K- 14.12% |
$278K - $342K
|
22.1K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.62K- 24.41% |
$277K - $341K
|
11.2K
$980K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.61K- 19.18% |
$276K - $340K
|
15.2K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.57K- 52.61% |
$273K - $336K
|
3.22K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-3.56K- 14.49% |
$272K - $335K
|
21K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 8.15% |
$268K - $331K
|
39.6K
$3.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-3.5K- 48.75% |
$268K - $329K
|
3.68K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.37K- 26.53% |
$258K - $317K
|
9.33K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-3.29K- 10.93% |
$251K - $310K
|
26.8K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.27K- 15.7% |
$250K - $307K
|
17.5K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.25K- 5.33% |
$249K - $306K
|
57.7K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 13.8% |
$248K - $305K
|
20.3K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.24K- 6.78% |
$247K - $305K
|
44.5K
$3.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.23K- 1.46% |
$247K - $304K
|
218K
$19M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.23K- 8.63% |
$247K - $304K
|
34.2K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.21K- 5.56% |
$246K - $302K
|
54.6K
$4.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.2K- 2.74% |
$245K - $301K
|
113K
$9.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.19K- 9.39% |
$244K - $300K
|
30.8K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.18K- 6.55% |
$243K - $299K
|
45.4K
$3.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.15K- 30.64% |
$240K - $296K
|
7.12K
$622K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.14K- 12.38% |
$240K - $295K
|
22.2K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.11K- 6.33% |
$237K - $292K
|
45.9K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.08K- 11.73% |
$236K - $290K
|
23.2K
$2.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.07K- 33.95% |
$235K - $289K
|
5.98K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.06K- 23.92% |
$234K - $288K
|
9.73K
$850K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-3.04K- 26.76% |
$232K - $286K
|
8.31K
$726K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.02K- 4.43% |
$231K - $284K
|
65.1K
$5.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 14.61% |
$230K - $283K
|
17.6K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.01K- 2.82% |
$230K - $283K
|
104K
$9.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.98K- 6.58% |
$227K - $280K
|
42.2K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.97K- 33.88% |
$227K - $279K
|
5.79K
$506K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.97K- 19.25% |
$227K - $279K
|
12.4K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.89K- 5.76% |
$221K - $272K
|
47.3K
$4.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.89K- 10.05% |
$221K - $272K
|
25.8K
$2.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.87K- 52.32% |
$220K - $271K
|
2.62K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 8.29% |
$219K - $269K
|
31.6K
$2.76M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.84K- 9.39% |
$217K - $268K
|
27.4K
$2.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.83K- 15.99% |
$217K - $267K
|
14.9K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.82K- 19.28% |
$216K - $266K
|
11.8K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.73K- 15.3% |
$209K - $257K
|
15.1K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.71K- 16.15% |
$207K - $255K
|
14.1K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.71K- 19.09% |
$207K - $255K
|
11.5K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.7K- 14.63% |
$207K - $254K
|
15.8K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.7K- 10.29% |
$207K - $254K
|
23.6K
$2.06M
|