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 $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
250,024
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
239,794
shares
|
$22.9 Million
0.86% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
239,788
shares
|
$22.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
239,745
shares
|
$22.9 Million
3.57% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
239,284
shares
|
$22.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
238,248
shares
|
$22.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 31.42%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
228,752
shares
|
$21.9 Million
0.4% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
227,527
shares
|
$21.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 49.52%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
227,386
shares
|
$21.7 Million
1.96% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
222,482
shares
|
$21.3 Million
0.94% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
217,640
shares
|
$20.8 Million
0.24% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
217,636
shares
|
$20.8 Million
0.18% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
217,338
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 83.64%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
212,622
shares
|
$20.3 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
212,595
shares
|
$20.3 Million
0.67% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
211,960
shares
|
$20.2 Million
1.31% of portfolio
|
Q3 2022
Reduced 3.18%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
209,423
shares
|
$20 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
208,946
shares
|
$20 Million
0.12% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
206,984
shares
|
$19.8 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
206,523
shares
|
$19.7 Million
2.59% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
201,419
shares
|
$19.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
198,791
shares
|
$19 Million
1.91% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
196,061
shares
|
$18.7 Million
0.03% of portfolio
|
Q3 2024
Added 148.3%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
193,820
shares
|
$18.5 Million
0.84% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
191,621
shares
|
$18.3 Million
0.11% of portfolio
|
Q2 2023
Reduced 93.7%
|