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 |
|---|---|---|---|---|---|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
4,015
shares
|
$390,539
0.19% of portfolio
|
Q1 2024
Reduced 27.38%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
3,997
shares
|
$388,788
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
3,994
shares
|
$388,496
0.02% of portfolio
|
Q3 2024
Reduced 45.47%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
3,994
shares
|
$388,496
0.16% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,992
shares
|
$388,301
0.02% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
3,977
shares
|
$386,842
0.14% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
3,970
shares
|
$386,161
0.09% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
3,945
shares
|
$383,730
0.01% of portfolio
|
Q3 2024
Added 33.28%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$383,438
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
3,942
shares
|
$383,438
0.03% of portfolio
|
Q2 2023
Added 9.96%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,936
shares
|
$382,854
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
3,909
shares
|
$380,228
0.04% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,895
shares
|
$378,866
0.06% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
3,855
shares
|
$374,975
0.19% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,848
shares
|
$374,294
0.08% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,826
shares
|
$372,155
0.05% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
3,818
shares
|
$371,376
0.08% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,807
shares
|
$370,306
0.03% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,805
shares
|
$370,112
0.04% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
3,803
shares
|
$369,917
0.19% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
3,787
shares
|
$368,361
0.03% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,785
shares
|
$368,166
0.3% of portfolio
|
Q3 2024
Reduced 19.31%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
3,783
shares
|
$367,972
0.07% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
3,775
shares
|
$367,194
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
3,762
shares
|
$365,929
0.07% of portfolio
|
Q2 2024
Reduced 0.56%
|