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 |
|---|---|---|---|---|---|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
26,355
shares
|
$2.56 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
26,320
shares
|
$2.56 Million
0.25% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
26,179
shares
|
$2.55 Million
0.51% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
26,075
shares
|
$2.54 Million
0.33% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
26,024
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Portman Square Capital LLP
London, X0 |
Oct 16, 2024 Q3 2024 |
26,000
shares
|
$2.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 43.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,956
shares
|
$2.52 Million
0.14% of portfolio
|
Q4 2023
Reduced 17.6%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
25,948
shares
|
$2.52 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
25,730
shares
|
$2.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 34.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25,675
shares
|
$2.5 Million
0.28% of portfolio
|
Q2 2024
Added 322.01%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
25,576
shares
|
$2.49 Million
0.05% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
25,540
shares
|
$2.48 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
25,532
shares
|
$2.48 Million
1.12% of portfolio
|
Q3 2024
Reduced 28.53%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
25,493
shares
|
$2.48 Million
0.52% of portfolio
|
Q3 2023
Added 4.34%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,369
shares
|
$2.47 Million
0.19% of portfolio
|
Q3 2023
Added 45.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
25,350
shares
|
$2.47 Million
0.56% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
25,343
shares
|
$2.47 Million
1.31% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
25,128
shares
|
$2.44 Million
0.18% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
24,960
shares
|
$2.43 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,747
shares
|
$2.41 Million
0.07% of portfolio
|
Q3 2024
Added 91.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,710
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2023
Added 837.76%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,669
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2022
Added 2.16%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
24,520
shares
|
$2.39 Million
0.81% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
24,464
shares
|
$2.38 Million
0.28% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
24,302
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2024
Added 0.9%
|