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 |
|---|---|---|---|---|---|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
6,300
shares
|
$612,801
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,295
shares
|
$612,314
0.08% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
6,277
shares
|
$610,563
0.15% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
6,274
shares
|
$610,271
0.45% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
6,252
shares
|
$608,132
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
6,246
shares
|
$607,548
0.07% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
6,234
shares
|
$606,381
0.15% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
6,222
shares
|
$605,213
0.12% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
6,222
shares
|
$605,213
0.26% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
6,218
shares
|
$604,824
0.08% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
6,196
shares
|
$602,684
0.09% of portfolio
|
Q3 2024
Reduced 67.12%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,182
shares
|
$601,323
0.02% of portfolio
|
Q3 2024
Reduced 30.95%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,173
shares
|
$600,447
0.08% of portfolio
|
Q3 2024
Reduced 94.78%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
6,168
shares
|
$599,961
0.08% of portfolio
|
Q3 2024
Reduced 37.92%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
6,126
shares
|
$595,876
0.35% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,122
shares
|
$595,486
0.45% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
6,093
shares
|
$592,666
0.14% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
6,082
shares
|
$591,596
0.05% of portfolio
|
Q2 2024
Added 7.08%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
6,080
shares
|
$591,401
0.1% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
6,066
shares
|
$590,039
0.38% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,057
shares
|
$589,164
0.05% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
6,055
shares
|
$588,969
0.05% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
6,049
shares
|
$588,386
0.35% of portfolio
|
Q3 2024
Reduced 49.03%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
6,002
shares
|
$583,814
0.06% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
6,000
shares
|
$583,620
0.01% of portfolio
|
Q3 2024
Added 23.79%
|