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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
13,296
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
13,257
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 22.01%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,234
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
13,224
shares
|
$1.29 Million
0.73% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,217
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
13,212
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
13,147
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
13,144
shares
|
$1.28 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
13,118
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.8%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
13,076
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2024
Added 27.53%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
13,046
shares
|
$1.27 Million
0.48% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
13,046
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
13,017
shares
|
$1.27 Million
0.39% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
12,995
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
12,965
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 88.94%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
12,932
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
12,915
shares
|
$1.26 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
12,897
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
12,863
shares
|
$1.25 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
12,830
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
12,820
shares
|
$1.25 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
12,787
shares
|
$1.24 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
12,763
shares
|
$1.24 Million
0.5% of portfolio
|
Q3 2024
Added 160.95%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,760
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2024
Reduced 22.37%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,736
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.37%
|