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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
16,049
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 43.73%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
16,029
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 194.38%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.52 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.52 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
15,974
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
15,944
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
15,922
shares
|
$1.51 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
15,801
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
15,764
shares
|
$1.5 Million
0.31% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
15,760
shares
|
$1.5 Million
0.76% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
15,604
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2024
Added 79.83%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
15,535
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
15,533
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
15,519
shares
|
$1.48 Million
0.51% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
15,459
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.47 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
15,404
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
15,361
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
15,240
shares
|
$1.45 Million
0.05% of portfolio
|
Q2 2024
Reduced 77.77%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
15,190
shares
|
$1.44 Million
0.96% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
15,168
shares
|
$1.44 Million
0.37% of portfolio
|
Q3 2024
Reduced 17.45%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
15,114
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
15,113
shares
|
$1.44 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
15,066
shares
|
$1.43 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
15,066
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|