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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
9,533
shares
|
$927,274
0.03% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
9,524
shares
|
$926,399
0.38% of portfolio
|
Q3 2024
Reduced 69.42%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
9,521
shares
|
$926,107
0.05% of portfolio
|
Q3 2023
Added 6.08%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
9,512
shares
|
$925,232
0.56% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,506
shares
|
$924,648
0.09% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,503
shares
|
$924,356
0.41% of portfolio
|
Q3 2024
Reduced 10.04%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
9,466
shares
|
$920,757
0.0% of portfolio
|
Q3 2024
Reduced 99.36%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
9,444
shares
|
$918,617
0.16% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Stevard, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,434
shares
|
$917,645
3.37% of portfolio
|
Q3 2024
Reduced 75.87%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,412
shares
|
$915,505
0.43% of portfolio
|
Q3 2024
Reduced 76.28%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
9,398
shares
|
$914,143
0.39% of portfolio
|
Q3 2024
Reduced 42.68%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
9,383
shares
|
$912,684
0.38% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
9,374
shares
|
$911,808
0.07% of portfolio
|
Q3 2024
Added 277.83%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
9,342
shares
|
$908,696
0.06% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
9,335
shares
|
$908,015
0.27% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
9,280
shares
|
$902,665
0.13% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
9,224
shares
|
$897,218
0.81% of portfolio
|
Q4 2021
New holding
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
9,213
shares
|
$896,148
0.38% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Truxt Investmentos Ltda.
|
Nov 04, 2024 Q3 2024 |
9,200
shares
|
$894,884
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,190
shares
|
$893,911
0.11% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
9,189
shares
|
$893,814
0.06% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
9,164
shares
|
$891,382
0.62% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,149
shares
|
$889,923
0.19% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
9,140
shares
|
$889,047
0.89% of portfolio
|
Q3 2024
Reduced 28.44%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
9,137
shares
|
$888,755
0.64% of portfolio
|
Q3 2024
Reduced 1.83%
|