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 2,025 institutions that hold shares in the stock, with a total of 235 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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
454
shares
|
$44,160
0.01% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
449
shares
|
$43,674
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
448
shares
|
$43,576
0.01% of portfolio
|
Q2 2022
Reduced 3.58%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
443
shares
|
$43,090
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
438
shares
|
$42,604
0.01% of portfolio
|
Q3 2024
Added 59.85%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
425
shares
|
$41,339
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
423
shares
|
$41,145
0.01% of portfolio
|
Q3 2024
Reduced 36.01%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
415
shares
|
$40,367
0.03% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
405
shares
|
$39,394
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
405
shares
|
$39,394
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$38,908
0.01% of portfolio
|
Q2 2023
Reduced 96.41%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
377
shares
|
$36,670
0.01% of portfolio
|
Q2 2023
Reduced 46.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
376
shares
|
$36,573
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
369
shares
|
$35,892
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
365
shares
|
$35,503
0.01% of portfolio
|
Q4 2023
Added 3.69%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
356
shares
|
$34,628
0.02% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
352
shares
|
$34,239
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
345
shares
|
$33,558
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
336
shares
|
$32,682
0.0% of portfolio
|
Q3 2024
Reduced 61.77%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
331
shares
|
$32,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
315
shares
|
$30,640
0.01% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
312
shares
|
$30,348
0.01% of portfolio
|
Q1 2024
Added 56.78%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
309
shares
|
$30,056
0.01% of portfolio
|
Q3 2024
Reduced 30.87%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
296
shares
|
$28,791
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
292
shares
|
$28,402
0.01% of portfolio
|
Q3 2024
Reduced 91.76%
|