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 |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
8,552
shares
|
$831,853
0.01% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
8,529
shares
|
$829,615
0.39% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
8,495
shares
|
$826,308
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
8,485
shares
|
$825,335
0.34% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,457
shares
|
$822,612
0.06% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,372
shares
|
$814,344
0.06% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
8,341
shares
|
$811,329
0.15% of portfolio
|
Q4 2022
Added 108.68%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
8,341
shares
|
$811,329
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
8,329
shares
|
$810,161
0.04% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
8,317
shares
|
$808,994
0.49% of portfolio
|
Q3 2024
Reduced 22.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,300
shares
|
$807,341
0.06% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
8,299
shares
|
$807,243
0.05% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,296
shares
|
$806,951
0.24% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
8,294
shares
|
$806,757
0.18% of portfolio
|
Q1 2024
Reduced 68.04%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
8,269
shares
|
$804,325
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,265
shares
|
$803,936
0.07% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
8,259
shares
|
$803,352
0.06% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
8,253
shares
|
$802,769
0.06% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
8,249
shares
|
$802,380
0.07% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
8,217
shares
|
$799,267
0.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
8,211
shares
|
$798,683
0.25% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
8,179
shares
|
$795,571
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
8,156
shares
|
$793,334
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
8,134
shares
|
$791,194
0.1% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
8,066
shares
|
$784,579
0.42% of portfolio
|
Q3 2024
Added 1.91%
|