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 $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
33,327
shares
|
$3.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
33,127
shares
|
$3.22 Million
1.72% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
32,966
shares
|
$3.21 Million
1.82% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
32,825
shares
|
$3.19 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
32,794
shares
|
$3.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
32,637
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
32,636
shares
|
$3.17 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
32,631
shares
|
$3.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Cabana LLC
Fayetteville, AR |
Oct 29, 2024 Q3 2024 |
32,548
shares
|
$3.17 Million
16.0% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
32,417
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 56.77%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
32,408
shares
|
$3.15 Million
2.39% of portfolio
|
Q2 2024
Added 249.26%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
32,236
shares
|
$3.14 Million
0.29% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,234
shares
|
$3.14 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
32,064
shares
|
$3.12 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
32,044
shares
|
$3.12 Million
1.85% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
31,867
shares
|
$3.1 Million
3.23% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
31,861
shares
|
$3.1 Million
0.56% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31,857
shares
|
$3.1 Million
0.98% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
31,706
shares
|
$3.08 Million
0.63% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
31,594
shares
|
$3.07 Million
2.48% of portfolio
|
Q1 2024
Added 11.28%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
31,568
shares
|
$3.07 Million
0.45% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,453
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
31,357
shares
|
$3.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 50.41%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
31,304
shares
|
$3.04 Million
0.35% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
31,296
shares
|
$3.04 Million
0.1% of portfolio
|
Q3 2024
Added 40.14%
|