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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,241
shares
|
$509,792
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
5,205
shares
|
$506,290
0.4% of portfolio
|
Q3 2024
Reduced 47.07%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
5,191
shares
|
$504,928
0.29% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,173
shares
|
$503,177
0.7% of portfolio
|
Q4 2022
Added 67.03%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
5,154
shares
|
$501,329
0.19% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,150
shares
|
$500,940
0.33% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,150
shares
|
$500,940
0.02% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,136
shares
|
$499,578
0.03% of portfolio
|
Q3 2024
Reduced 23.84%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
5,121
shares
|
$498,119
0.23% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,116
shares
|
$497,633
0.0% of portfolio
|
Q3 2024
Reduced 98.58%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5,112
shares
|
$497,244
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$496,660
0.11% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
5,102
shares
|
$496,271
0.11% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,100
shares
|
$496,077
0.0% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
5,099
shares
|
$495,979
0.11% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
5,090
shares
|
$495,104
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
5,085
shares
|
$494,617
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,080
shares
|
$494,131
0.0% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
5,031
shares
|
$489,365
0.17% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$489,170
0.07% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
5,028
shares
|
$489,073
0.29% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
5,024
shares
|
$488,684
0.06% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
5,016
shares
|
$487,906
0.07% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,016
shares
|
$487,906
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
5,010
shares
|
$487,322
0.1% of portfolio
|
Q2 2024
Reduced 7.97%
|