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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
49,936
shares
|
$4.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
49,588
shares
|
$4.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
49,476
shares
|
$4.77 Million
0.1% of portfolio
|
Q3 2024
Reduced 90.34%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
49,433
shares
|
$4.76 Million
0.13% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
49,138
shares
|
$4.73 Million
1.47% of portfolio
|
Q4 2023
Added 12.13%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
49,133
shares
|
$4.73 Million
2.7% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
49,067
shares
|
$4.73 Million
2.55% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
48,610
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2024
Added 142.73%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
48,511
shares
|
$4.67 Million
0.43% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
48,027
shares
|
$4.63 Million
0.82% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
47,947
shares
|
$4.62 Million
0.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,797
shares
|
$4.6 Million
0.62% of portfolio
|
Q3 2022
Added 254.31%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
47,704
shares
|
$4.6 Million
2.05% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
47,672
shares
|
$4.59 Million
0.69% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
47,604
shares
|
$4.59 Million
2.07% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
47,388
shares
|
$4.57 Million
1.6% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Aug 23, 2024 Q2 2024 |
47,240
shares
|
$4.55 Million
0.64% of portfolio
|
Q2 2024
Reduced 69.12%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
47,074
shares
|
$4.54 Million
0.06% of portfolio
|
Q4 2023
Reduced 19.54%
|
|
|
Thomist Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
46,700
shares
|
$4.5 Million
1.1% of portfolio
|
Q3 2024
Reduced 59.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
46,689
shares
|
$4.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 56.89%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
46,431
shares
|
$4.47 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
46,000
shares
|
$4.43 Million
0.28% of portfolio
|
Q1 2024
Reduced 73.48%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
45,896
shares
|
$4.42 Million
1.61% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
45,716
shares
|
$4.4 Million
1.48% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
45,451
shares
|
$4.38 Million
0.12% of portfolio
|
Q3 2024
New holding
|