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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,750
shares
|
$656,572
0.15% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
6,728
shares
|
$654,432
0.23% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$652,487
0.42% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,662
shares
|
$648,012
0.41% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,637
shares
|
$645,580
0.14% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
6,633
shares
|
$645,191
0.15% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
6,586
shares
|
$640,620
0.15% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,523
shares
|
$634,492
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
6,512
shares
|
$633,422
0.14% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
6,501
shares
|
$632,352
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
6,495
shares
|
$631,768
0.01% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
6,480
shares
|
$630,309
0.21% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
6,466
shares
|
$628,947
0.07% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
6,423
shares
|
$624,765
0.33% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,412
shares
|
$623,695
0.04% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
6,410
shares
|
$623,500
0.0% of portfolio
|
Q3 2024
Reduced 84.4%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
6,400
shares
|
$622,528
0.59% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,394
shares
|
$621,944
0.03% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
6,373
shares
|
$619,901
0.13% of portfolio
|
Q3 2024
Reduced 19.3%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
6,371
shares
|
$619,707
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,370
shares
|
$619,609
0.17% of portfolio
|
Q2 2024
Reduced 14.73%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
6,350
shares
|
$617,664
0.02% of portfolio
|
Q3 2024
Reduced 55.75%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
6,344
shares
|
$617,080
0.01% of portfolio
|
Q3 2024
Reduced 17.67%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,315
shares
|
$614,260
0.28% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,308
shares
|
$613,579
0.08% of portfolio
|
Q3 2024
Reduced 13.53%
|