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 2,026 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
22,442
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
22,420
shares
|
$2.13 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
22,373
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,371
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,303
shares
|
$2.12 Million
0.96% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
22,300
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
22,277
shares
|
$2.12 Million
0.41% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,230
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
21,916
shares
|
$2.08 Million
1.98% of portfolio
|
Q4 2022
Added 2.54%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
21,899
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
21,715
shares
|
$2.07 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
21,424
shares
|
$2.04 Million
1.3% of portfolio
|
Q1 2023
Added 2.87%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
21,380
shares
|
$2.03 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
21,360
shares
|
$2.03 Million
0.75% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
21,345
shares
|
$2.03 Million
0.23% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
21,298
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
21,250
shares
|
$2.02 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
21,088
shares
|
$2.01 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
21,070
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 98.05%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
21,047
shares
|
$2 Million
1.33% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
21,045
shares
|
$2 Million
0.23% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
21,003
shares
|
$2 Million
0.92% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
20,992
shares
|
$2 Million
0.61% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
20,874
shares
|
$1.99 Million
0.41% of portfolio
|
Q3 2022
Reduced 2.59%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
20,861
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Added 8.38%
|