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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
7,152
shares
|
$695,675
0.5% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
7,125
shares
|
$693,048
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
7,080
shares
|
$688,671
0.06% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,047
shares
|
$685,461
0.29% of portfolio
|
Q1 2023
Added 126.74%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
7,035
shares
|
$684,294
0.18% of portfolio
|
Q3 2024
Reduced 90.5%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
7,031
shares
|
$683,905
0.33% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,030
shares
|
$683,808
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
7,015
shares
|
$682,349
0.04% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
7,000
shares
|
$680,890
0.25% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,994
shares
|
$680,306
0.1% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,973
shares
|
$678,263
0.08% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
6,943
shares
|
$675,345
0.28% of portfolio
|
Q3 2023
Added 9.17%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
6,932
shares
|
$674,275
0.12% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
6,928
shares
|
$673,886
0.09% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
6,911
shares
|
$672,232
0.19% of portfolio
|
Q3 2024
Reduced 98.76%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,907
shares
|
$671,843
0.01% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,895
shares
|
$670,676
0.05% of portfolio
|
Q3 2022
Added 124.59%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
6,889
shares
|
$670,093
0.08% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
6,841
shares
|
$665,424
0.58% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,817
shares
|
$663,089
0.05% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
6,787
shares
|
$660,171
0.13% of portfolio
|
Q3 2024
Reduced 75.87%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
6,772
shares
|
$658,712
0.13% of portfolio
|
Q3 2024
Reduced 72.33%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
6,764
shares
|
$657,934
0.13% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
6,758
shares
|
$657,350
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
6,755
shares
|
$657,058
0.25% of portfolio
|
Q3 2024
Reduced 2.17%
|