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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,669
shares
|
$259,613
0.02% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,669
shares
|
$259,613
0.04% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,668
shares
|
$259,516
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,656
shares
|
$258,349
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
2,652
shares
|
$257,960
0.04% of portfolio
|
Q3 2024
Reduced 91.92%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
2,650
shares
|
$257,765
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,649
shares
|
$257,668
0.03% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
2,640
shares
|
$256,792
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
2,636
shares
|
$256,403
0.06% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
2,627
shares
|
$255,528
0.07% of portfolio
|
Q1 2024
Reduced 62.78%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,615
shares
|
$254,361
0.19% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,609
shares
|
$253,777
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,598
shares
|
$252,707
0.01% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$251,734
0.03% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
2,579
shares
|
$250,859
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
2,547
shares
|
$247,746
0.11% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,544
shares
|
$247,454
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
2,539
shares
|
$246,968
0.05% of portfolio
|
Q1 2024
Reduced 8.31%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
2,523
shares
|
$245,412
0.05% of portfolio
|
Q3 2024
Reduced 46.39%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,517
shares
|
$244,828
0.07% of portfolio
|
Q3 2024
Reduced 82.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$244,147
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,506
shares
|
$243,758
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,505
shares
|
$243,661
0.21% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$243,175
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
2,500
shares
|
$243,175
0.09% of portfolio
|
Q3 2024
New holding
|