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 |
|---|---|---|---|---|---|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$315,154
0.16% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,236
shares
|
$314,765
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
3,232
shares
|
$314,376
0.13% of portfolio
|
Q2 2024
Reduced 19.4%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
3,226
shares
|
$313,793
0.24% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
3,200
shares
|
$311,264
0.28% of portfolio
|
Q1 2022
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,196
shares
|
$310,874
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,196
shares
|
$310,874
0.17% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
3,195
shares
|
$310,777
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,172
shares
|
$308,540
0.06% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
3,172
shares
|
$308,540
0.19% of portfolio
|
Q3 2024
Added 1672.07%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,167
shares
|
$308,054
0.06% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
3,160
shares
|
$307,373
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
3,158
shares
|
$307,178
0.07% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,147
shares
|
$306,108
0.03% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
3,145
shares
|
$305,914
0.07% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
3,145
shares
|
$305,914
0.04% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
3,142
shares
|
$305,622
0.1% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
3,130
shares
|
$304,455
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,127
shares
|
$304,163
0.06% of portfolio
|
Q2 2023
Reduced 1.29%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
3,127
shares
|
$304,163
0.04% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
3,120
shares
|
$303,482
0.15% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,100
shares
|
$301,537
0.18% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,097
shares
|
$301,245
0.01% of portfolio
|
Q3 2024
Reduced 93.45%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
3,080
shares
|
$299,591
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,078
shares
|
$299,397
0.11% of portfolio
|
Q3 2024
Added 15.41%
|