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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
5,010
shares
|
$487,322
0.03% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
5,006
shares
|
$486,933
0.26% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,979
shares
|
$484,307
0.01% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
4,933
shares
|
$479,832
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
4,922
shares
|
$478,762
0.14% of portfolio
|
Q4 2022
Reduced 11.27%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,921
shares
|
$478,665
0.38% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$477,790
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
4,909
shares
|
$477,498
0.18% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,891
shares
|
$475,747
0.0% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,886
shares
|
$475,261
0.2% of portfolio
|
Q3 2024
Reduced 45.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$471,564
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,842
shares
|
$470,981
0.13% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,838
shares
|
$470,592
0.15% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
4,825
shares
|
$469,327
0.21% of portfolio
|
Q3 2024
Added 364.84%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
4,820
shares
|
$468,841
0.1% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
4,818
shares
|
$468,646
0.0% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,811
shares
|
$467,965
0.02% of portfolio
|
Q3 2024
Added 49.5%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
4,805
shares
|
$467,382
0.01% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
4,766
shares
|
$463,588
0.29% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,762
shares
|
$463,199
0.11% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
4,750
shares
|
$462,032
0.09% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
4,743
shares
|
$461,351
0.06% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
4,741
shares
|
$461,157
0.04% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,739
shares
|
$460,962
0.06% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
4,722
shares
|
$459,308
0.09% of portfolio
|
Q3 2024
Reduced 0.48%
|