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 2,025 institutions that hold shares in the stock, with a total of 235 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 |
|---|---|---|---|---|---|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
188,099
shares
|
$18.3 Million
3.9% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
188,018
shares
|
$18.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
185,997
shares
|
$18.1 Million
1.1% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
185,698
shares
|
$18.1 Million
0.07% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
183,953
shares
|
$17.9 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
183,912
shares
|
$17.9 Million
6.48% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
182,440
shares
|
$17.7 Million
1.34% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Sculptor Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
181,680
shares
|
$17.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 74.47%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
180,932
shares
|
$17.6 Million
3.2% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
179,534
shares
|
$17.5 Million
1.77% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
179,497
shares
|
$17.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
179,344
shares
|
$17.4 Million
0.23% of portfolio
|
Q3 2024
Added 1888.51%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
177,247
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 46.98%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
174,847
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.03%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
174,300
shares
|
$17 Million
0.61% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
171,960
shares
|
$16.7 Million
0.71% of portfolio
|
Q3 2024
Added 41.91%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
170,001
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 87.86%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
169,220
shares
|
$16.5 Million
1.21% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
166,710
shares
|
$16.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
166,328
shares
|
$16.2 Million
3.38% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
165,910
shares
|
$16.1 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
162,876
shares
|
$15.8 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
161,747
shares
|
$15.7 Million
2.9% of portfolio
|
Q3 2024
Added 533.23%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
160,484
shares
|
$15.6 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
159,810
shares
|
$15.5 Million
0.35% of portfolio
|
Q3 2024
New holding
|