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 2,024 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Exchange Traded Concepts, LLC
|
Apr 15, 2024 Q1 2024 |
203,692
shares
|
$19 Million
0.5% of portfolio
|
Q1 2024
New holding
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
203,381
shares
|
$19 Million
0.57% of portfolio
|
Q1 2024
Added 2.27%
|
|
Stevens Capital Management LP
Radnor, PA |
May 08, 2024 Q1 2024 |
199,853
shares
|
$18.6 Million
3.67% of portfolio
|
Q1 2024
Added 51.63%
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 08, 2024 Q1 2024 |
197,817
shares
|
$18.4 Million
2.27% of portfolio
|
Q1 2024
Added 1.59%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
192,688
shares
|
$18 Million
0.2% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
192,273
shares
|
$17.9 Million
0.75% of portfolio
|
Q1 2024
Added 25.76%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
191,621
shares
|
$17.9 Million
0.11% of portfolio
|
Q2 2023
Reduced 93.7%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
191,306
shares
|
$17.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 13, 2024 Q1 2024 |
190,544
shares
|
$17.8 Million
0.59% of portfolio
|
Q4 2023
Added 6.97%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
189,423
shares
|
$17.7 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2024 Q1 2024 |
187,426
shares
|
$17.5 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 15, 2024 Q1 2024 |
185,959
shares
|
$17.3 Million
0.11% of portfolio
|
Q1 2024
Added 240.62%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
184,663
shares
|
$17.2 Million
0.08% of portfolio
|
Q1 2024
Added 0.07%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
183,697
shares
|
$17.1 Million
0.8% of portfolio
|
Q1 2024
Added 74.01%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
183,501
shares
|
$17.1 Million
1.21% of portfolio
|
Q1 2024
Added 0.52%
|
|
Sp Asset Management LLC
Cupertino, CA |
May 07, 2024 Q1 2024 |
183,414
shares
|
$17.1 Million
1.62% of portfolio
|
Q1 2024
Added 0.73%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
183,363
shares
|
$17.1 Million
0.06% of portfolio
|
Q1 2024
Reduced 15.51%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2024 Q1 2024 |
182,942
shares
|
$17.1 Million
0.11% of portfolio
|
Q1 2024
Added 72.27%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
181,501
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2024
Added 39.47%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
181,309
shares
|
$16.9 Million
0.2% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
179,534
shares
|
$16.7 Million
1.77% of portfolio
|
Q3 2022
Added 1.04%
|
|
B & T Capital Management Dba Alpha Capital Management
|
Apr 12, 2024 Q1 2024 |
176,429
shares
|
$16.4 Million
3.36% of portfolio
|
Q1 2024
Added 3.9%
|
|
Resonant Capital Advisors, LLC
|
May 01, 2024 Q1 2024 |
173,215
shares
|
$16.1 Million
1.4% of portfolio
|
Q1 2024
Added 4.49%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
172,696
shares
|
$16.1 Million
1.51% of portfolio
|
Q4 2023
Added 0.27%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
169,995
shares
|
$15.8 Million
0.66% of portfolio
|
Q1 2024
Reduced 9.25%
|