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 |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,112
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
14,039
shares
|
$1.37 Million
0.33% of portfolio
|
Q3 2024
Reduced 25.65%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,029
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
Reduced 66.51%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
14,006
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 89.51%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
13,972
shares
|
$1.36 Million
1.68% of portfolio
|
Q4 2023
Added 0.68%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,847
shares
|
$1.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
13,841
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
13,796
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,787
shares
|
$1.34 Million
1.36% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
13,745
shares
|
$1.34 Million
0.29% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
13,574
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
13,561
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
13,555
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
13,540
shares
|
$1.32 Million
0.51% of portfolio
|
Q3 2024
Reduced 69.62%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
13,502
shares
|
$1.31 Million
0.85% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Blue Door Asset Management, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
13,500
shares
|
$1.31 Million
0.9% of portfolio
|
Q3 2024
Reduced 62.81%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
13,499
shares
|
$1.31 Million
0.39% of portfolio
|
Q3 2024
Reduced 68.82%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
13,478
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 32.8%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
13,446
shares
|
$1.31 Million
0.51% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
13,430
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
13,367
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
13,343
shares
|
$1.3 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
13,323
shares
|
$1.3 Million
0.6% of portfolio
|
Q2 2024
Added 68.71%
|