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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 5.51% |
$203K - $250K
|
45.5K
$3.98M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.59K- 84.84% |
$198K - $243K
|
462
$40.4K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.55K- 9.17% |
$195K - $240K
|
25.2K
$2.2M
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-2.5K- 45.45% |
$191K - $235K
|
3K
$262K
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.49K- 17.35% |
$190K - $234K
|
11.8K
$1.03M
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.48K- 20.77% |
$189K - $233K
|
9.44K
$825K
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.47K- 32.34% |
$189K - $233K
|
5.17K
$452K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.39K- 69.87% |
$182K - $225K
|
1.03K
$89.9K
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-2.38K- 6.22% |
$182K - $224K
|
35.8K
$3.13M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.37K- 16.71% |
$181K - $223K
|
11.8K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.37K- 46.67% |
$181K - $223K
|
2.71K
$237K
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.37K- 2.96% |
$181K - $223K
|
77.5K
$6.77M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.36K- 22.5% |
$180K - $222K
|
8.12K
$709K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.32K- 29.18% |
$177K - $218K
|
5.63K
$492K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.32K- 4.51% |
$177K - $218K
|
49K
$4.28M
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 21.78% |
$175K - $216K
|
8.24K
$720K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.23K- 5.68% |
$171K - $210K
|
37.1K
$3.24M
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.22K- 0.83% |
$169K - $209K
|
265K
$23.1M
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.18K- 12.83% |
$167K - $205K
|
14.8K
$1.29M
|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 22.2% |
$165K - $203K
|
7.57K
$661K
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.12K- 22.12% |
$162K - $199K
|
7.46K
$651K
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.12K- 4.71% |
$162K - $199K
|
42.8K
$3.74M
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.11K- 28.32% |
$161K - $199K
|
5.35K
$467K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.11K- 16.48% |
$161K - $198K
|
10.7K
$933K
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.08K- 26.94% |
$159K - $196K
|
5.65K
$493K
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.06K- 0.1% |
$157K - $194K
|
2.16M
$189M
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.04K- 9.67% |
$156K - $192K
|
19.1K
$1.67M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.04K- 16.9% |
$156K - $192K
|
10K
$875K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.03K- 5.07% |
$155K - $191K
|
38K
$3.32M
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.01K- 27.84% |
$153K - $189K
|
5.2K
$454K
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-1.99K- 40.49% |
$152K - $187K
|
2.93K
$256K
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.98K- 23.93% |
$151K - $186K
|
6.28K
$549K
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.97K- 2.24% |
$150K - $185K
|
85.8K
$7.5M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.93K- 41.9% |
$148K - $182K
|
2.68K
$234K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.9K- 79.98% |
$145K - $179K
|
475
$41.5K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.87K- 1.44% |
$143K - $176K
|
128K
$11.2M
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 41.83% |
$143K - $176K
|
2.6K
$227K
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.86K- 94.69% |
$142K - $175K
|
104
$9.09K
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-1.84K- 23.22% |
$141K - $173K
|
6.09K
$532K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.84K- 15.44% |
$141K - $173K
|
10.1K
$881K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 5.36% |
$140K - $173K
|
32.4K
$2.83M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.84K- 4.52% |
$140K - $173K
|
38.8K
$3.39M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.83K- 2.84% |
$140K - $172K
|
62.7K
$5.47M
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.83K- 9.39% |
$140K - $172K
|
17.6K
$1.54M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.8K- 4.28% |
$138K - $170K
|
40.3K
$3.52M
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1.79K- 6.7% |
$137K - $169K
|
25K
$2.18M
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.77K- 7.7% |
$135K - $166K
|
21.2K
$1.85M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.75K- 18.89% |
$134K - $165K
|
7.52K
$657K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 4.04% |
$133K - $164K
|
41.3K
$3.61M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.72K- 41.58% |
$131K - $161K
|
2.41K
$211K
|