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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
71,191
shares
|
$6.86 Million
1.49% of portfolio
|
Q3 2024
Added 17.57%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,171
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
71,160
shares
|
$6.86 Million
1.13% of portfolio
|
Q1 2024
Reduced 59.65%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
71,018
shares
|
$6.84 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
70,230
shares
|
$6.77 Million
4.13% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
70,188
shares
|
$6.76 Million
2.47% of portfolio
|
Q4 2022
Reduced 98.86%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
70,113
shares
|
$6.75 Million
0.24% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
69,895
shares
|
$6.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
68,898
shares
|
$6.64 Million
0.32% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
68,637
shares
|
$6.61 Million
0.37% of portfolio
|
Q3 2024
Added 861.57%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
68,373
shares
|
$6.59 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
68,053
shares
|
$6.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.41%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
67,555
shares
|
$6.51 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Menlo Advisors LLC
|
Nov 15, 2024 Q3 2024 |
67,395
shares
|
$6.49 Million
3.05% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
67,130
shares
|
$6.47 Million
1.57% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
67,107
shares
|
$6.47 Million
1.64% of portfolio
|
Q3 2024
Reduced 32.02%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
67,012
shares
|
$6.46 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.62%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
66,909
shares
|
$6.45 Million
0.18% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
66,900
shares
|
$6.45 Million
2.3% of portfolio
|
Q3 2023
Added 31.57%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
66,314
shares
|
$6.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.52%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
66,189
shares
|
$6.38 Million
3.74% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65,801
shares
|
$6.34 Million
0.4% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
65,719
shares
|
$6.33 Million
0.11% of portfolio
|
Q3 2024
Added 55.26%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
65,452
shares
|
$6.31 Million
0.3% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,818
shares
|
$6.24 Million
0.24% of portfolio
|
Q3 2024
Added 20.92%
|