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 2,024 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Granger Management LLC
|
May 14, 2024 Q1 2024 |
281,757
shares
|
$26.3 Million
6.26% of portfolio
|
Q4 2023
Reduced 22.61%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
280,047
shares
|
$26.1 Million
0.13% of portfolio
|
Q1 2024
Added 5.44%
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2024 Q1 2024 |
274,632
shares
|
$25.6 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
270,800
shares
|
$25.2 Million
1.37% of portfolio
|
Q3 2023
New holding
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Apr 18, 2024 Q1 2024 |
269,413
shares
|
$25.1 Million
5.19% of portfolio
|
Q1 2024
Added 1.13%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,422
shares
|
$24.6 Million
3.17% of portfolio
|
Q1 2023
Reduced 3.13%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
263,376
shares
|
$24.5 Million
0.29% of portfolio
|
Q1 2024
Added 3.32%
|
|
Twin Tree Management, LP
Dallas, TX |
May 09, 2024 Q1 2024 |
258,368
shares
|
$24.1 Million
0.05% of portfolio
|
Q1 2024
Added 312.19%
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2024 Q1 2024 |
251,314
shares
|
$23.4 Million
0.5% of portfolio
|
Q1 2024
Added 25.44%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
248,282
shares
|
$23.1 Million
0.21% of portfolio
|
Q1 2024
Reduced 16.5%
|
|
Appleton Partners Inc
|
Apr 01, 2024 Q1 2024 |
245,556
shares
|
$22.9 Million
1.8% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
Swan Global Investments, LLC
Durango, CO |
May 09, 2024 Q1 2024 |
245,184
shares
|
$22.9 Million
1.17% of portfolio
|
Q1 2024
Reduced 8.34%
|
|
Girard Partners Ltd.
|
May 13, 2024 Q1 2024 |
236,834
shares
|
$22.1 Million
2.11% of portfolio
|
Q1 2024
Added 7.67%
|
|
J.Safra Asset Management Corp
|
May 09, 2024 Q1 2024 |
236,735
shares
|
$22.1 Million
2.53% of portfolio
|
Q1 2024
Added 10.96%
|
|
Madison Asset Management, LLC
Madison, WI |
May 09, 2024 Q1 2024 |
235,492
shares
|
$21.9 Million
0.29% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 09, 2024 Q1 2024 |
234,672
shares
|
$21.9 Million
0.46% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
Asb Consultores, LLC
Aventura, FL |
May 14, 2024 Q1 2024 |
232,213
shares
|
$21.6 Million
5.72% of portfolio
|
Q1 2024
Added 26.75%
|
|
Grimes & Company, Inc.
|
Apr 17, 2024 Q1 2024 |
231,729
shares
|
$21.6 Million
0.68% of portfolio
|
Q1 2024
Reduced 47.31%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
227,454
shares
|
$21.2 Million
0.03% of portfolio
|
Q1 2024
Added 11.71%
|
|
Oribel Capital Management, LP
New York, NY |
May 14, 2024 Q1 2024 |
226,500
shares
|
$21.1 Million
1.27% of portfolio
|
Q1 2024
Reduced 13.45%
|
|
Jefferies Financial Group Inc.
New York, NY |
May 13, 2024 Q1 2024 |
225,918
shares
|
$21.1 Million
0.21% of portfolio
|
Q1 2024
Reduced 8.38%
|
|
Trust Asset Management LLC
Houston, TX |
May 15, 2024 Q1 2024 |
212,786
shares
|
$19.8 Million
1.76% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
Lee Financial CO
Dallas, TX |
May 15, 2024 Q1 2024 |
212,035
shares
|
$19.8 Million
3.35% of portfolio
|
Q1 2024
Added 1.08%
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
211,960
shares
|
$19.8 Million
1.31% of portfolio
|
Q3 2022
Reduced 3.18%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
207,983
shares
|
$19.4 Million
0.79% of portfolio
|
Q1 2024
Added 2.73%
|