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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,676
shares
|
$746,644
0.09% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,638
shares
|
$742,948
0.37% of portfolio
|
Q2 2023
Added 2.72%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
7,613
shares
|
$740,516
0.48% of portfolio
|
Q1 2023
Added 0.01%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
7,570
shares
|
$736,333
0.38% of portfolio
|
Q3 2024
Reduced 11.47%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
7,564
shares
|
$735,750
0.17% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,527
shares
|
$732,151
0.0% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,522
shares
|
$731,664
0.17% of portfolio
|
Q1 2024
Added 82.53%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,519
shares
|
$731,373
0.02% of portfolio
|
Q4 2023
Added 1.58%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
7,516
shares
|
$731,081
0.21% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
7,505
shares
|
$730,011
0.31% of portfolio
|
Q3 2024
Reduced 30.81%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
7,497
shares
|
$729,233
0.18% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,490
shares
|
$728,552
0.07% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
7,462
shares
|
$725,828
0.21% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
7,442
shares
|
$723,883
0.21% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
7,441
shares
|
$723,786
0.27% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,425
shares
|
$722,229
0.06% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,411
shares
|
$720,867
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
7,390
shares
|
$718,825
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
7,380
shares
|
$717,852
0.0% of portfolio
|
Q2 2023
Reduced 39.03%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
7,315
shares
|
$711,530
0.06% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,298
shares
|
$709,876
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
7,221
shares
|
$702,386
2.98% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
7,214
shares
|
$701,705
0.32% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,207
shares
|
$701,024
0.02% of portfolio
|
Q3 2024
Added 116.56%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
7,153
shares
|
$695,772
0.51% of portfolio
|
Q3 2024
Added 3.32%
|