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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
18,503
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Added 108.34%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
18,367
shares
|
$1.75 Million
0.13% of portfolio
|
Q3 2024
Reduced 39.24%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
18,351
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.74 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
18,262
shares
|
$1.74 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
18,234
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
18,229
shares
|
$1.73 Million
0.29% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
18,122
shares
|
$1.72 Million
1.09% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
18,094
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 12, 2024 Q3 2024 |
18,090
shares
|
$1.72 Million
1.08% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,079
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
18,048
shares
|
$1.72 Million
0.73% of portfolio
|
Q1 2024
Reduced 20.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
18,010
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
17,966
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 35.9%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,941
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
17,840
shares
|
$1.7 Million
0.31% of portfolio
|
Q3 2024
Added 187.74%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
17,819
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
17,784
shares
|
$1.69 Million
0.3% of portfolio
|
Q3 2024
Added 41.17%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
17,748
shares
|
$1.69 Million
0.55% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
17,701
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Reduced 70.93%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
17,666
shares
|
$1.68 Million
0.98% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
17,577
shares
|
$1.67 Million
0.56% of portfolio
|
Q3 2024
Added 30.35%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
17,562
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
17,434
shares
|
$1.66 Million
0.55% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
17,395
shares
|
$1.65 Million
0.41% of portfolio
|
Q3 2024
Added 6.68%
|