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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
8,038
shares
|
$781,856
0.19% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
8,029
shares
|
$780,980
0.13% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
8,015
shares
|
$779,619
0.09% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
8,000
shares
|
$778,160
0.25% of portfolio
|
Q3 2019
Reduced 20.0%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
7,986
shares
|
$776,798
0.16% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
7,973
shares
|
$775,533
0.06% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
7,969
shares
|
$775,144
0.12% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
7,960
shares
|
$774,269
0.07% of portfolio
|
Q2 2024
Added 7.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
7,957
shares
|
$773,977
0.2% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
7,920
shares
|
$770,378
0.36% of portfolio
|
Q3 2024
Added 39.95%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,920
shares
|
$770,378
0.03% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
7,898
shares
|
$768,238
0.27% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
7,891
shares
|
$767,557
0.06% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,891
shares
|
$767,557
0.28% of portfolio
|
Q1 2024
Reduced 56.02%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,876
shares
|
$766,098
0.41% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
7,863
shares
|
$764,834
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
7,863
shares
|
$764,834
0.12% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,857
shares
|
$764,250
0.42% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
7,835
shares
|
$762,110
0.27% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
7,818
shares
|
$760,456
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
7,759
shares
|
$754,717
0.08% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
7,734
shares
|
$752,286
0.14% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
7,711
shares
|
$750,048
0.18% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,704
shares
|
$749,368
0.05% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
7,691
shares
|
$748,103
0.05% of portfolio
|
Q3 2024
Reduced 2.2%
|