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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,380
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 124.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
10,370
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
10,349
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
10,333
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
10,333
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
10,280
shares
|
$999,935
0.36% of portfolio
|
Q3 2024
Added 298.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$999,351
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
10,269
shares
|
$998,865
0.41% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
10,263
shares
|
$998,282
0.11% of portfolio
|
Q3 2024
Reduced 89.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,259
shares
|
$997,892
0.08% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
10,193
shares
|
$991,473
0.01% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
10,186
shares
|
$990,792
0.1% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
10,173
shares
|
$989,527
0.15% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
10,155
shares
|
$987,776
0.6% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,142
shares
|
$986,512
0.17% of portfolio
|
Q1 2023
Reduced 88.43%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
10,121
shares
|
$984,469
0.35% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
10,114
shares
|
$983,788
0.46% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
10,112
shares
|
$983,594
0.08% of portfolio
|
Q3 2024
Reduced 56.87%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,105
shares
|
$982,913
0.07% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
10,101
shares
|
$982,524
0.06% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
10,079
shares
|
$980,384
0.56% of portfolio
|
Q3 2024
Added 215.07%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,058
shares
|
$978,341
0.42% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
10,036
shares
|
$976,201
0.18% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
10,034
shares
|
$976,007
0.47% of portfolio
|
Q4 2023
Reduced 4.68%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$972,700
0.08% of portfolio
|
Q3 2024
New holding
|