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 |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
75
shares
|
$7,295
0.0% of portfolio
|
Q2 2024
Reduced 41.41%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
72
shares
|
$7,003
0.0% of portfolio
|
Q3 2024
Reduced 90.4%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
72
shares
|
$7,003
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
69
shares
|
$6,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
67
shares
|
$6,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
65
shares
|
$6,322
0.0% of portfolio
|
Q1 2024
Reduced 87.76%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
65
shares
|
$6,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
64
shares
|
$6,225
0.0% of portfolio
|
Q4 2023
Reduced 99.04%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
60
shares
|
$5,836
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
60
shares
|
$5,836
0.0% of portfolio
|
Q3 2024
Reduced 99.8%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
60
shares
|
$5,836
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
58
shares
|
$5,641
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
58
shares
|
$5,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
56
shares
|
$5,447
0.0% of portfolio
|
Q2 2024
Added 86.67%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
55
shares
|
$5,349
0.0% of portfolio
|
Q4 2018
Closed
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
52
shares
|
$5,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
51
shares
|
$4,960
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
51
shares
|
$4,960
0.0% of portfolio
|
Q3 2024
Reduced 49.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
51
shares
|
$4,960
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
50
shares
|
$4,863
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Summer Road LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
50
shares
|
$4,863
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
48
shares
|
$4,668
0.0% of portfolio
|
Q1 2023
Added 140.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
41
shares
|
$3,988
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$3,793
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
38
shares
|
$3,696
0.0% of portfolio
|
Q1 2024
Added 2.7%
|