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 |
|---|---|---|---|---|---|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,787
shares
|
$271,091
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,786
shares
|
$270,994
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
2,785
shares
|
$270,896
0.13% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,784
shares
|
$270,799
0.08% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,778
shares
|
$270,216
0.01% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
2,778
shares
|
$270,216
0.23% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
2,777
shares
|
$270,118
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
2,770
shares
|
$269,437
0.1% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
2,765
shares
|
$268,951
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,759
shares
|
$268,367
0.03% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,755
shares
|
$267,978
0.03% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
2,753
shares
|
$267,784
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
2,748
shares
|
$267,297
0.11% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
2,742
shares
|
$266,714
0.04% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
2,736
shares
|
$266,130
0.12% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
2,726
shares
|
$265,158
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
2,721
shares
|
$264,671
0.01% of portfolio
|
Q2 2024
Added 26.26%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
2,720
shares
|
$264,574
0.13% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
2,714
shares
|
$263,990
0.09% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,711
shares
|
$263,698
0.05% of portfolio
|
Q3 2024
Reduced 89.68%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
2,710
shares
|
$263,601
0.85% of portfolio
|
Q3 2023
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
2,710
shares
|
$263,601
0.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
2,700
shares
|
$262,629
0.14% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
2,688
shares
|
$261,461
0.03% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
2,675
shares
|
$260,197
0.14% of portfolio
|
Q3 2024
Added 0.3%
|