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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
64,816
shares
|
$6.24 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
64,508
shares
|
$6.21 Million
0.22% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
64,472
shares
|
$6.21 Million
0.36% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
64,286
shares
|
$6.19 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
64,269
shares
|
$6.19 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
63,404
shares
|
$6.11 Million
2.73% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
63,175
shares
|
$6.09 Million
1.02% of portfolio
|
Q1 2023
Reduced 1.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
62,909
shares
|
$6.06 Million
1.43% of portfolio
|
Q1 2024
Added 12.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
62,638
shares
|
$6.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
62,506
shares
|
$6.02 Million
1.72% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,465
shares
|
$6.02 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
62,425
shares
|
$6.01 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
62,421
shares
|
$6.01 Million
2.51% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
62,326
shares
|
$6 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
62,281
shares
|
$6 Million
1.28% of portfolio
|
Q3 2024
Reduced 49.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
62,082
shares
|
$5.98 Million
0.68% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
62,037
shares
|
$5.98 Million
0.56% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
61,502
shares
|
$5.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
61,278
shares
|
$5.9 Million
0.24% of portfolio
|
Q3 2024
Added 194.15%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
61,224
shares
|
$5.9 Million
2.91% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
60,555
shares
|
$5.83 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
59,300
shares
|
$5.71 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,860
shares
|
$5.67 Million
0.3% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
58,762
shares
|
$5.66 Million
1.9% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
58,346
shares
|
$5.62 Million
0.58% of portfolio
|
Q3 2024
Added 3.52%
|