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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
17,249
shares
|
$1.68 Million
0.77% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
17,211
shares
|
$1.67 Million
0.67% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
17,187
shares
|
$1.67 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
17,074
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
17,049
shares
|
$1.66 Million
0.31% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,024
shares
|
$1.66 Million
0.8% of portfolio
|
Q2 2022
Added 6.37%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
16,999
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
16,997
shares
|
$1.65 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
16,978
shares
|
$1.65 Million
0.13% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
16,969
shares
|
$1.65 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
16,965
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
16,816
shares
|
$1.64 Million
0.89% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
16,731
shares
|
$1.63 Million
0.53% of portfolio
|
Q3 2024
Reduced 45.71%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
16,671
shares
|
$1.62 Million
0.35% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
16,644
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
16,507
shares
|
$1.61 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
16,437
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.33%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
16,383
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
16,327
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,307
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,307
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 70.46%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
16,262
shares
|
$1.58 Million
0.24% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
16,260
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,091
shares
|
$1.57 Million
0.29% of portfolio
|
Q3 2024
Added 142.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|