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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,708
shares
|
$457,947
0.04% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,700
shares
|
$457,169
0.13% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
4,680
shares
|
$455,223
0.11% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,638
shares
|
$451,138
0.01% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,631
shares
|
$450,457
0.13% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
4,626
shares
|
$449,971
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
4,620
shares
|
$449,387
0.06% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
4,620
shares
|
$449,387
0.3% of portfolio
|
Q4 2023
Reduced 3.35%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,619
shares
|
$449,290
0.11% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
4,619
shares
|
$449,290
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
4,619
shares
|
$449,290
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,594
shares
|
$446,858
0.31% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,592
shares
|
$446,663
0.26% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
4,584
shares
|
$445,885
0.0% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
4,576
shares
|
$445,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$445,010
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
4,567
shares
|
$444,232
0.21% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
4,566
shares
|
$444,134
0.09% of portfolio
|
Q3 2024
Reduced 25.96%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,565
shares
|
$444,037
0.05% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
4,560
shares
|
$443,551
0.16% of portfolio
|
Q1 2024
Reduced 4.2%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,548
shares
|
$442,383
0.09% of portfolio
|
Q3 2024
Reduced 38.01%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
4,543
shares
|
$441,897
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
4,542
shares
|
$441,800
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,541
shares
|
$441,703
0.01% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
4,541
shares
|
$441,703
0.06% of portfolio
|
Q3 2024
Reduced 46.52%
|