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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,910
shares
|
$283,055
0.16% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
2,910
shares
|
$283,055
0.02% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
2,909
shares
|
$282,958
0.09% of portfolio
|
Q3 2023
Added 1.57%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,904
shares
|
$282,472
0.01% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,901
shares
|
$282,180
0.02% of portfolio
|
Q2 2024
Reduced 7.23%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
2,900
shares
|
$282,083
0.2% of portfolio
|
Q1 2024
Reduced 13.79%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,898
shares
|
$281,888
0.16% of portfolio
|
Q2 2024
Reduced 73.83%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,897
shares
|
$281,791
0.01% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,896
shares
|
$281,693
0.11% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
2,891
shares
|
$281,207
0.12% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,884
shares
|
$280,526
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
2,882
shares
|
$280,332
0.03% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
2,855
shares
|
$277,705
0.08% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,839
shares
|
$276,149
0.04% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
2,834
shares
|
$275,663
0.06% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
2,822
shares
|
$274,495
0.2% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,819
shares
|
$274,204
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
2,819
shares
|
$274,204
0.18% of portfolio
|
Q3 2024
Reduced 66.1%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,813
shares
|
$273,620
0.02% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,806
shares
|
$272,939
0.02% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,801
shares
|
$272,453
0.05% of portfolio
|
Q1 2024
Reduced 27.53%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
2,800
shares
|
$272,356
0.01% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
2,800
shares
|
$272,356
0.01% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
2,794
shares
|
$271,772
0.02% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,793
shares
|
$271,675
0.06% of portfolio
|
Q3 2024
Added 3.33%
|