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 $22.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
20,788
shares
|
$2.02 Million
0.46% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20,758
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2024
Added 60.37%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
20,723
shares
|
$2.02 Million
1.26% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
20,565
shares
|
$2 Million
1.53% of portfolio
|
Q3 2024
Reduced 50.08%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
20,543
shares
|
$2 Million
0.52% of portfolio
|
Q3 2024
Added 286.44%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,441
shares
|
$1.99 Million
0.53% of portfolio
|
Q4 2022
Reduced 1.87%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
20,356
shares
|
$1.98 Million
1.03% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
20,289
shares
|
$1.97 Million
1.73% of portfolio
|
Q4 2022
Reduced 1.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
20,210
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
20,131
shares
|
$1.96 Million
0.9% of portfolio
|
Q3 2024
Reduced 92.42%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
19,980
shares
|
$1.94 Million
0.45% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
19,962
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Added 10.91%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
19,868
shares
|
$1.93 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
19,829
shares
|
$1.93 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
19,794
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
19,769
shares
|
$1.92 Million
0.21% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
19,702
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
19,665
shares
|
$1.91 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
19,552
shares
|
$1.9 Million
0.22% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
19,532
shares
|
$1.9 Million
0.43% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.9 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
19,490
shares
|
$1.9 Million
0.88% of portfolio
|
Q3 2024
Added 255.66%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
19,436
shares
|
$1.89 Million
1.16% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,434
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|