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 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.06K- 8.5% |
$80.7K - $99.4K
|
11.4K
$993K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 2.25% |
$80.3K - $98.8K
|
45.6K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.05K- 2.46% |
$80.2K - $98.7K
|
41.6K
$3.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.04K- 35.97% |
$79.6K - $98K
|
1.85K
$162K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 19.18% |
$77.5K - $95.4K
|
4.27K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.01K- 11.9% |
$77.2K - $95.1K
|
7.48K
$653K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-999- 10.12% |
$76.4K - $94K
|
8.87K
$775K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-992- 13.89% |
$75.8K - $93.4K
|
6.15K
$537K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-979- 18.38% |
$74.8K - $92.2K
|
4.35K
$380K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-966- 4.07% |
$73.8K - $90.9K
|
22.8K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-964- 3.04% |
$73.7K - $90.7K
|
30.7K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-960- 6.82% |
$73.4K - $90.4K
|
13.1K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-960- 1.68% |
$73.4K - $90.4K
|
56K
$4.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-917- 3.96% |
$70.1K - $86.3K
|
22.2K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-915- 56.31% |
$69.9K - $86.1K
|
710
$62K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-909- 1.52% |
$69.5K - $85.6K
|
59.1K
$5.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-905- 9.51% |
$69.2K - $85.2K
|
8.61K
$752K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-902- 9.67% |
$68.9K - $84.9K
|
8.43K
$736K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-900- 1.08% |
$68.8K - $84.7K
|
82.1K
$7.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 8.49% |
$68.8K - $84.7K
|
9.7K
$847K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-891- 0.46% |
$68.1K - $83.9K
|
194K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-890- 7.85% |
$68K - $83.8K
|
10.4K
$912K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-885- 21.01% |
$67.6K - $83.3K
|
3.33K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-883- 10.41% |
$67.5K - $83.1K
|
7.6K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-875- 25.42% |
$66.9K - $82.4K
|
2.57K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-867- 5.17% |
$66.3K - $81.6K
|
15.9K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-854- 2.48% |
$65.3K - $80.4K
|
33.6K
$2.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-852- 11.93% |
$65.1K - $80.2K
|
6.29K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-834- 9.56% |
$63.8K - $78.5K
|
7.89K
$690K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-834- 3.53% |
$63.8K - $78.5K
|
22.8K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-826- 0.97% |
$63.1K - $77.8K
|
84.5K
$7.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-822- 6.68% |
$62.8K - $77.4K
|
11.5K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-820- 15.38% |
$62.7K - $77.2K
|
4.51K
$394K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-819- 15.54% |
$62.6K - $77.1K
|
4.45K
$389K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-817- 3.31% |
$62.5K - $76.9K
|
23.9K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-815- 9.91% |
$62.3K - $76.7K
|
7.41K
$647K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-799- 9.37% |
$61.1K - $75.2K
|
7.73K
$675K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-791- 22.57% |
$60.5K - $74.5K
|
2.71K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-777- 8.87% |
$59.4K - $73.1K
|
7.99K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-774- 7.49% |
$59.2K - $72.9K
|
9.57K
$836K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-772- 13.06% |
$59K - $72.7K
|
5.14K
$449K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-769- 34.83% |
$58.8K - $72.4K
|
1.44K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-768- 11.23% |
$58.7K - $72.3K
|
6.07K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-765- 13.8% |
$58.5K - $72K
|
4.78K
$417K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-764- 10.04% |
$58.4K - $71.9K
|
6.84K
$598K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-753- 15.84% |
$57.6K - $70.9K
|
4K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-752- 20.03% |
$57.5K - $70.8K
|
3K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-750- 16.33% |
$57.3K - $70.6K
|
3.84K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-739- 11.48% |
$56.5K - $69.6K
|
5.7K
$498K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-738- 10.55% |
$56.4K - $69.5K
|
6.26K
$547K
|