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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,535
shares
|
$441,119
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
4,531
shares
|
$440,730
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
4,527
shares
|
$440,341
0.17% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
4,526
shares
|
$440,244
0.13% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
4,514
shares
|
$439,076
0.27% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Black Point Wealth Management
Naples, FL |
Oct 18, 2024 Q3 2024 |
4,511
shares
|
$438,784
0.46% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
4,444
shares
|
$432,267
0.18% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,435
shares
|
$431,392
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
4,417
shares
|
$429,641
0.09% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
4,411
shares
|
$429,057
0.08% of portfolio
|
Q3 2024
Added 19.25%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
4,399
shares
|
$427,890
0.1% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
4,392
shares
|
$427,209
0.05% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
4,391
shares
|
$427,112
0.07% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
4,382
shares
|
$426,237
0.07% of portfolio
|
Q3 2024
Reduced 12.57%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,372
shares
|
$425,264
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,361
shares
|
$424,194
0.04% of portfolio
|
Q4 2022
Reduced 6.54%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
4,355
shares
|
$423,610
0.2% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,350
shares
|
$423,124
0.21% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,346
shares
|
$422,735
0.32% of portfolio
|
Q4 2022
Added 19.89%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
4,342
shares
|
$422,346
0.09% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
4,326
shares
|
$420,790
0.19% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,323
shares
|
$420,498
0.14% of portfolio
|
Q1 2024
Reduced 19.08%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
4,316
shares
|
$419,817
0.27% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,313
shares
|
$419,525
0.04% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,308
shares
|
$419,039
0.13% of portfolio
|
Q3 2024
Added 6.42%
|