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 |
|---|---|---|---|---|---|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$972,700
0.0% of portfolio
|
Q3 2024
Reduced 86.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
9,989
shares
|
$971,630
0.1% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
9,937
shares
|
$966,571
0.66% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
9,909
shares
|
$963,848
1.79% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
9,895
shares
|
$962,486
0.68% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
9,840
shares
|
$957,136
0.19% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
9,834
shares
|
$956,553
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
9,827
shares
|
$955,872
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
9,815
shares
|
$954,705
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,812
shares
|
$954,413
0.37% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
9,810
shares
|
$954,218
0.26% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
9,777
shares
|
$951,008
0.3% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,745
shares
|
$947,896
0.07% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
9,745
shares
|
$947,896
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,742
shares
|
$947,604
0.23% of portfolio
|
Q3 2024
Reduced 57.5%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,725
shares
|
$945,950
0.31% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
9,710
shares
|
$944,491
0.07% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
9,710
shares
|
$944,491
0.33% of portfolio
|
Q1 2024
Reduced 5.54%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
9,691
shares
|
$942,643
0.01% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
9,686
shares
|
$942,157
0.14% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
9,610
shares
|
$934,764
0.27% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,600
shares
|
$933,792
0.31% of portfolio
|
Q3 2024
Reduced 13.98%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
9,597
shares
|
$933,500
0.4% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
9,591
shares
|
$932,916
0.01% of portfolio
|
Q3 2024
Reduced 95.99%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,543
shares
|
$928,247
0.11% of portfolio
|
Q2 2023
Added 0.06%
|