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 |
|---|---|---|---|---|---|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,054
shares
|
$1.46 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
14,986
shares
|
$1.46 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
14,948
shares
|
$1.45 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
14,919
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
14,914
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
14,897
shares
|
$1.45 Million
0.95% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
14,864
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,770
shares
|
$1.44 Million
0.08% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
14,741
shares
|
$1.43 Million
0.41% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
14,722
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
14,699
shares
|
$1.43 Million
0.92% of portfolio
|
Q3 2024
Added 27.11%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
14,690
shares
|
$1.43 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
14,689
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
14,672
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
14,647
shares
|
$1.42 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
14,544
shares
|
$1.41 Million
0.19% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
14,507
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.41 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
14,468
shares
|
$1.41 Million
0.17% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,384
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2022
Reduced 21.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,379
shares
|
$1.4 Million
0.3% of portfolio
|
Q2 2022
Added 13.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
14,372
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
14,372
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
14,350
shares
|
$1.4 Million
0.58% of portfolio
|
Q4 2022
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
14,270
shares
|
$1.39 Million
0.87% of portfolio
|
Q3 2024
Added 4.85%
|