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 |
|---|---|---|---|---|---|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
4,282
shares
|
$416,510
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
4,280
shares
|
$416,315
0.04% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
4,260
shares
|
$414,370
0.25% of portfolio
|
Q1 2024
Added 30.67%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
4,230
shares
|
$411,452
0.05% of portfolio
|
Q3 2024
Reduced 70.22%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
4,209
shares
|
$409,409
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
4,198
shares
|
$408,339
0.02% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,191
shares
|
$407,658
0.04% of portfolio
|
Q3 2024
Added 54.65%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
4,187
shares
|
$407,269
0.11% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,181
shares
|
$406,685
0.18% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,172
shares
|
$405,810
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,171
shares
|
$405,713
0.51% of portfolio
|
Q2 2022
Reduced 24.49%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,143
shares
|
$402,989
0.18% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Hunter Perkins Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,137
shares
|
$402,405
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,122
shares
|
$400,946
0.01% of portfolio
|
Q3 2024
Reduced 30.34%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,108
shares
|
$399,585
0.16% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
4,105
shares
|
$399,293
0.17% of portfolio
|
Q3 2024
Reduced 73.76%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
4,098
shares
|
$398,612
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
4,091
shares
|
$397,931
0.08% of portfolio
|
Q3 2024
Reduced 95.58%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
4,060
shares
|
$394,916
0.14% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,052
shares
|
$394,138
0.04% of portfolio
|
Q2 2024
Reduced 18.17%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
4,050
shares
|
$393,943
0.16% of portfolio
|
Q3 2024
Reduced 52.75%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,039
shares
|
$392,873
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
4,024
shares
|
$391,414
0.19% of portfolio
|
Q2 2024
Added 42.34%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
4,019
shares
|
$390,928
0.11% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
4,018
shares
|
$390,830
0.24% of portfolio
|
Q3 2024
Added 119.56%
|