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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
37,811
shares
|
$3.64 Million
0.07% of portfolio
|
Q3 2024
Added 32.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,776
shares
|
$3.64 Million
0.1% of portfolio
|
Q3 2024
Reduced 43.62%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
37,759
shares
|
$3.64 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
37,717
shares
|
$3.63 Million
0.47% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
37,500
shares
|
$3.61 Million
0.29% of portfolio
|
Q4 2020
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
37,464
shares
|
$3.61 Million
1.77% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
37,392
shares
|
$3.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
37,381
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
37,279
shares
|
$3.59 Million
0.46% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
37,244
shares
|
$3.59 Million
0.08% of portfolio
|
Q3 2024
Added 530.29%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
37,224
shares
|
$3.59 Million
7.04% of portfolio
|
Q4 2023
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
37,085
shares
|
$3.57 Million
0.18% of portfolio
|
Q3 2024
Reduced 60.16%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
37,056
shares
|
$3.57 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
36,952
shares
|
$3.56 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
36,950
shares
|
$3.56 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
36,934
shares
|
$3.56 Million
1.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
36,866
shares
|
$3.55 Million
0.92% of portfolio
|
Q3 2024
Reduced 49.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
36,820
shares
|
$3.55 Million
0.04% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
36,673
shares
|
$3.53 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
36,579
shares
|
$3.52 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
36,379
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
36,258
shares
|
$3.49 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
36,191
shares
|
$3.49 Million
1.77% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
36,067
shares
|
$3.47 Million
0.21% of portfolio
|
Q3 2024
Added 116.29%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
36,040
shares
|
$3.47 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.03%
|