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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
11,083
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
11,082
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,070
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2022
Reduced 3.71%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,067
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
11,063
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2022
Added 3.15%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
11,049
shares
|
$1.07 Million
0.29% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
10,925
shares
|
$1.06 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
10,906
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,884
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,750
shares
|
$1.05 Million
0.87% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
10,685
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
10,682
shares
|
$1.04 Million
0.61% of portfolio
|
Q2 2024
Added 119.84%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
10,680
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
10,667
shares
|
$1.04 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
10,607
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
10,601
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
10,572
shares
|
$1.03 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
10,568
shares
|
$1.03 Million
0.63% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
10,559
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
10,505
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
10,463
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
10,423
shares
|
$1.01 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
10,421
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
10,412
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
10,409
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2024
Reduced 26.57%
|