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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
3,073
shares
|
$298,910
0.08% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
3,073
shares
|
$298,910
0.14% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
3,048
shares
|
$296,478
0.07% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
3,036
shares
|
$295,311
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
3,035
shares
|
$295,214
0.06% of portfolio
|
Q1 2023
Added 1.17%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,032
shares
|
$294,922
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
3,030
shares
|
$294,728
0.21% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,023
shares
|
$294,047
0.11% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
3,018
shares
|
$293,560
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
3,009
shares
|
$292,685
0.13% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
3,001
shares
|
$291,907
0.22% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$291,810
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
2,990
shares
|
$290,837
0.14% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,985
shares
|
$290,350
0.13% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,984
shares
|
$290,253
0.09% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,970
shares
|
$288,891
0.21% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$287,627
0.27% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
2,955
shares
|
$287,432
0.12% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,953
shares
|
$287,238
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
2,953
shares
|
$287,238
0.08% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
2,929
shares
|
$284,903
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
2,928
shares
|
$284,806
0.08% of portfolio
|
Q3 2024
Reduced 84.81%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,920
shares
|
$284,028
0.03% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,915
shares
|
$283,542
0.01% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
2,913
shares
|
$283,347
0.05% of portfolio
|
Q4 2023
Reduced 77.44%
|