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 |
|---|---|---|---|---|---|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,292
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
24,184
shares
|
$2.35 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
24,101
shares
|
$2.34 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
24,097
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2024
Added 140.97%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
24,032
shares
|
$2.34 Million
0.3% of portfolio
|
Q3 2024
Added 71.33%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
23,972
shares
|
$2.33 Million
0.41% of portfolio
|
Q3 2024
Added 101.95%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
23,953
shares
|
$2.33 Million
1.86% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
23,897
shares
|
$2.32 Million
0.31% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,817
shares
|
$2.32 Million
0.08% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
23,760
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2024
Added 148400.0%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
23,721
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 36.55%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
23,714
shares
|
$2.31 Million
0.2% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
23,675
shares
|
$2.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
23,617
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,421
shares
|
$2.28 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
23,267
shares
|
$2.26 Million
0.39% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
23,245
shares
|
$2.26 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
22,974
shares
|
$2.23 Million
0.82% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
22,899
shares
|
$2.23 Million
0.87% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
22,876
shares
|
$2.23 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
22,718
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
22,695
shares
|
$2.21 Million
1.01% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
22,668
shares
|
$2.2 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
22,600
shares
|
$2.2 Million
2.48% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
22,464
shares
|
$2.19 Million
0.14% of portfolio
|
Q3 2024
Added 1.94%
|