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 2,024 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
397,066
shares
|
$37 Million
0.15% of portfolio
|
Q1 2024
Reduced 15.8%
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 15, 2024 Q1 2024 |
383,850
shares
|
$35.8 Million
2.13% of portfolio
|
Q1 2024
Reduced 31.98%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$35.5 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
373,244
shares
|
$34.8 Million
0.07% of portfolio
|
Q1 2024
Added 26.89%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
368,467
shares
|
$34.3 Million
0.89% of portfolio
|
Q1 2024
Reduced 32.34%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
367,466
shares
|
$34.2 Million
0.04% of portfolio
|
Q1 2024
Added 44.59%
|
|
Municipal Employees' Retirement System Of Michigan
|
Apr 17, 2024 Q1 2024 |
366,905
shares
|
$34.2 Million
0.45% of portfolio
|
Q1 2024
Added 55.27%
|
|
Forbes J M & CO LLP
|
Apr 11, 2024 Q1 2024 |
361,003
shares
|
$33.6 Million
3.76% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
354,138
shares
|
$33 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 07, 2024 Q1 2024 |
349,130
shares
|
$32.5 Million
1.23% of portfolio
|
Q1 2024
Added 1.99%
|
|
Symmetry Investments LP
|
May 10, 2024 Q1 2024 |
343,900
shares
|
$32.1 Million
1.94% of portfolio
|
Q1 2024
Added 1721.7%
|
|
Blue Chip Partners, Inc.
|
Apr 25, 2024 Q1 2024 |
339,677
shares
|
$31.7 Million
3.12% of portfolio
|
Q1 2024
Added 0.08%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
338,971
shares
|
$31.6 Million
0.06% of portfolio
|
Q1 2024
Added 87.32%
|
|
Alps Advisors Inc
Denver, CO |
May 14, 2024 Q1 2024 |
325,701
shares
|
$30.4 Million
0.22% of portfolio
|
Q1 2024
Reduced 12.03%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
317,011
shares
|
$29.5 Million
0.08% of portfolio
|
Q3 2023
Reduced 52.85%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
297,172
shares
|
$27.7 Million
0.06% of portfolio
|
Q1 2024
Added 0.64%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
296,859
shares
|
$27.7 Million
0.2% of portfolio
|
Q1 2024
Added 28.75%
|
|
Crestwood Advisors Group LLC
|
May 08, 2024 Q1 2024 |
296,771
shares
|
$27.7 Million
0.62% of portfolio
|
Q1 2024
Added 6.08%
|
|
Condire Management, LP
Dallas, TX |
May 15, 2024 Q1 2024 |
295,000
shares
|
$27.5 Million
4.55% of portfolio
|
Q1 2024
Added 118.52%
|
|
Gen Trust, LLC
|
Apr 19, 2024 Q1 2024 |
293,731
shares
|
$27.4 Million
1.71% of portfolio
|
Q1 2024
Added 3.81%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
289,380
shares
|
$27 Million
0.43% of portfolio
|
Q1 2024
Added 0.14%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
289,169
shares
|
$27 Million
0.31% of portfolio
|
Q1 2024
Added 4.18%
|
|
Ctc LLC
|
May 15, 2024 Q1 2024 |
286,201
shares
|
$26.7 Million
0.34% of portfolio
|
Q1 2024
Added 570.12%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
286,040
shares
|
$26.7 Million
0.08% of portfolio
|
Q1 2024
Added 15.25%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
285,740
shares
|
$26.6 Million
0.13% of portfolio
|
Q1 2024
Added 65.32%
|