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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
19,417
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
19,408
shares
|
$1.89 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
19,407
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
19,379
shares
|
$1.88 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
19,339
shares
|
$1.88 Million
1.34% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
19,249
shares
|
$1.87 Million
0.71% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
19,234
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.87 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
19,172
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.85%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
19,111
shares
|
$1.86 Million
0.08% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
19,091
shares
|
$1.86 Million
0.27% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.86 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,050
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
18,890
shares
|
$1.84 Million
1.75% of portfolio
|
Q3 2024
Added 47.99%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.83 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
18,836
shares
|
$1.83 Million
0.39% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
18,748
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 96.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,704
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,692
shares
|
$1.82 Million
0.24% of portfolio
|
Q2 2024
Added 41.62%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
18,662
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
18,643
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
18,586
shares
|
$1.81 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
18,562
shares
|
$1.81 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
18,550
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,526
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2023
Reduced 31.7%
|