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 |
|---|---|---|---|---|---|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$583,620
0.06% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,985
shares
|
$582,160
0.03% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
5,975
shares
|
$581,188
0.05% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
5,959
shares
|
$579,631
0.25% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
5,947
shares
|
$578,464
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
5,928
shares
|
$576,616
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
5,902
shares
|
$574,087
2.02% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,889
shares
|
$572,823
0.16% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
5,880
shares
|
$571,947
0.04% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
5,848
shares
|
$568,834
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
5,828
shares
|
$566,889
0.31% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,826
shares
|
$566,695
0.01% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
5,823
shares
|
$566,403
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,821
shares
|
$566,208
0.04% of portfolio
|
Q3 2024
Added 35.62%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,817
shares
|
$565,819
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,794
shares
|
$563,582
0.02% of portfolio
|
Q3 2023
Added 118.07%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
5,793
shares
|
$563,485
0.12% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
5,793
shares
|
$563,485
0.07% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
5,692
shares
|
$553,660
0.25% of portfolio
|
Q3 2024
Reduced 89.44%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
5,682
shares
|
$552,688
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
5,650
shares
|
$549,575
0.5% of portfolio
|
Q2 2024
Reduced 98.9%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
5,640
shares
|
$548,602
0.13% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
5,610
shares
|
$545,684
0.07% of portfolio
|
Q3 2024
Added 358.33%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Nov 25, 2024 Q3 2024 |
5,608
shares
|
$545,490
2.17% of portfolio
|
Q3 2024
Reduced 47.96%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
5,603
shares
|
$545,003
0.06% of portfolio
|
Q3 2024
Reduced 39.99%
|