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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,424
shares
|
$333,052
0.12% of portfolio
|
Q3 2023
Added 13.23%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$331,690
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
3,401
shares
|
$330,815
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
3,400
shares
|
$330,718
0.04% of portfolio
|
Q4 2023
Added 13.33%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,400
shares
|
$330,718
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
3,399
shares
|
$330,620
0.07% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
3,393
shares
|
$330,037
0.09% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
3,392
shares
|
$329,939
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
3,380
shares
|
$328,772
0.1% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,372
shares
|
$327,994
0.07% of portfolio
|
Q3 2023
Added 4.01%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,370
shares
|
$327,799
0.02% of portfolio
|
Q3 2024
Reduced 52.7%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,355
shares
|
$326,340
0.1% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
3,350
shares
|
$325,854
0.05% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
3,350
shares
|
$325,854
0.0% of portfolio
|
Q3 2024
Reduced 76.01%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
3,348
shares
|
$325,659
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
3,332
shares
|
$324,103
0.04% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
3,328
shares
|
$323,714
0.15% of portfolio
|
Q3 2024
Reduced 39.15%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
3,321
shares
|
$323,033
0.02% of portfolio
|
Q3 2024
Reduced 18.9%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
3,316
shares
|
$322,547
0.02% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
3,309
shares
|
$321,866
0.21% of portfolio
|
Q2 2024
Added 1.53%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,305
shares
|
$321,477
0.03% of portfolio
|
Q3 2024
Added 42.27%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,288
shares
|
$319,823
0.06% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,281
shares
|
$319,142
0.21% of portfolio
|
Q3 2024
Reduced 18.4%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,246
shares
|
$315,738
0.06% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
3,241
shares
|
$315,252
0.23% of portfolio
|
Q3 2024
Reduced 8.86%
|