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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,757
shares
|
$365,443
0.11% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
3,740
shares
|
$363,789
0.22% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,734
shares
|
$363,206
0.21% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
3,703
shares
|
$360,190
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$359,412
0.13% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
3,692
shares
|
$359,120
0.05% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,671
shares
|
$357,078
0.03% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
3,651
shares
|
$355,132
0.22% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,634
shares
|
$353,479
0.08% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
3,565
shares
|
$346,767
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,564
shares
|
$346,670
0.11% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
3,561
shares
|
$346,378
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,559
shares
|
$346,183
0.01% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
3,549
shares
|
$345,211
0.04% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,549
shares
|
$345,211
0.04% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
3,545
shares
|
$344,822
0.01% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
3,542
shares
|
$344,530
0.06% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
3,537
shares
|
$344,043
0.08% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,532
shares
|
$343,557
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,517
shares
|
$342,098
0.18% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,514
shares
|
$341,806
0.05% of portfolio
|
Q3 2024
Reduced 22.65%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
3,492
shares
|
$339,666
0.15% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
3,486
shares
|
$339,083
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
3,465
shares
|
$337,040
0.01% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,427
shares
|
$333,344
0.02% of portfolio
|
Q2 2024
Reduced 4.19%
|