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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
5,587
shares
|
$543,447
0.05% of portfolio
|
Q2 2023
Reduced 10.49%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,574
shares
|
$542,182
0.2% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
5,574
shares
|
$542,182
0.26% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,570
shares
|
$541,793
0.1% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,500
shares
|
$534,985
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
5,489
shares
|
$533,915
0.14% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,483
shares
|
$533,331
0.02% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
5,475
shares
|
$532,553
0.17% of portfolio
|
Q2 2024
Added 22.35%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
5,467
shares
|
$531,775
0.25% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
5,465
shares
|
$531,580
0.26% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
5,457
shares
|
$530,802
0.07% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
5,440
shares
|
$529,148
1.07% of portfolio
|
Q4 2022
Added 17.75%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
5,416
shares
|
$526,814
0.0% of portfolio
|
Q3 2024
Reduced 95.36%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,414
shares
|
$526,619
0.02% of portfolio
|
Q2 2024
Added 14.87%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,413
shares
|
$526,522
0.01% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
5,396
shares
|
$524,868
0.14% of portfolio
|
Q3 2024
Reduced 22.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,378
shares
|
$523,118
0.02% of portfolio
|
Q1 2024
Reduced 34.57%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
5,368
shares
|
$522,145
0.34% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,336
shares
|
$519,032
0.04% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,326
shares
|
$518,060
0.14% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,305
shares
|
$516,017
0.01% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,302
shares
|
$515,725
0.04% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,292
shares
|
$514,752
0.02% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,278
shares
|
$513,391
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,257
shares
|
$511,348
0.01% of portfolio
|
Q3 2024
Added 1.6%
|