Institutional Ownership Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE). We have compiled data on the 2,025 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $22.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
77,029
shares
|
$7.42 Million
3.21% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
76,978
shares
|
$7.42 Million
1.24% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
76,948
shares
|
$7.41 Million
2.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
76,004
shares
|
$7.32 Million
0.11% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
75,704
shares
|
$7.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
75,554
shares
|
$7.28 Million
5.4% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
75,471
shares
|
$7.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
75,237
shares
|
$7.25 Million
0.4% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,213
shares
|
$7.25 Million
3.85% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
75,000
shares
|
$7.23 Million
2.71% of portfolio
|
Q3 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
74,979
shares
|
$7.22 Million
2.12% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
74,956
shares
|
$7.22 Million
1.21% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
74,436
shares
|
$7.17 Million
0.24% of portfolio
|
Q3 2024
Added 67.81%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
74,156
shares
|
$7.14 Million
0.24% of portfolio
|
Q3 2024
Added 30.32%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
74,015
shares
|
$7.13 Million
0.31% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
73,803
shares
|
$7.11 Million
0.24% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
73,641
shares
|
$7.09 Million
0.69% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
73,230
shares
|
$7.05 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
72,969
shares
|
$7.03 Million
0.2% of portfolio
|
Q3 2024
Reduced 30.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
72,968
shares
|
$7.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 50.11%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
72,934
shares
|
$7.03 Million
0.78% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
72,567
shares
|
$6.99 Million
0.27% of portfolio
|
Q2 2024
Added 10.31%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
72,405
shares
|
$6.98 Million
0.11% of portfolio
|
Q1 2024
Added 57824.0%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
71,847
shares
|
$6.92 Million
2.8% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
71,753
shares
|
$6.91 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.79%
|