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 |
|---|---|---|---|---|---|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,131
shares
|
$888,172
0.09% of portfolio
|
Q3 2024
Reduced 22.41%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
9,127
shares
|
$887,783
0.05% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
9,121
shares
|
$887,199
0.21% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
9,082
shares
|
$883,406
0.13% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
9,072
shares
|
$882,433
0.13% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
9,051
shares
|
$880,390
0.2% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
9,047
shares
|
$880,001
0.14% of portfolio
|
Q3 2024
Added 68.28%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
9,040
shares
|
$879,320
0.33% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,039
shares
|
$879,223
0.14% of portfolio
|
Q3 2024
Added 31.27%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,030
shares
|
$878,348
0.0% of portfolio
|
Q3 2024
Added 3320.45%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
8,997
shares
|
$875,138
0.23% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
8,966
shares
|
$872,122
0.01% of portfolio
|
Q3 2024
Added 103.91%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
8,950
shares
|
$870,566
0.28% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
8,839
shares
|
$859,769
0.37% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
8,839
shares
|
$859,769
0.29% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,831
shares
|
$858,991
0.23% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
8,737
shares
|
$849,847
0.09% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,699
shares
|
$846,151
0.11% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,678
shares
|
$844,109
0.28% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
8,667
shares
|
$843,039
0.42% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
8,665
shares
|
$842,844
0.09% of portfolio
|
Q3 2024
Reduced 27.24%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,662
shares
|
$842,552
0.05% of portfolio
|
Q3 2024
Added 263.49%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
8,635
shares
|
$839,926
0.86% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
8,580
shares
|
$834,576
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,568
shares
|
$833,409
0.07% of portfolio
|
Q3 2024
Added 9.87%
|