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 2,024 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
146,603
shares
|
$13.7 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.59%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
142,555
shares
|
$13.3 Million
0.56% of portfolio
|
Q1 2024
Added 85.7%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
142,023
shares
|
$13.2 Million
0.12% of portfolio
|
Q1 2024
Reduced 11.95%
|
|
Ls Investment Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
141,626
shares
|
$13.2 Million
2.18% of portfolio
|
Q1 2024
Reduced 14.8%
|
|
Unisphere Establishment
Vaduz, N2 |
May 13, 2024 Q1 2024 |
140,000
shares
|
$13 Million
0.14% of portfolio
|
Q1 2024
Added 26.13%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
139,306
shares
|
$13 Million
0.22% of portfolio
|
Q1 2024
Reduced 12.82%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
138,844
shares
|
$12.9 Million
0.36% of portfolio
|
Q1 2024
Added 317.25%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
138,379
shares
|
$12.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
Janney Capital Management LLC
|
May 01, 2024 Q1 2024 |
138,152
shares
|
$12.9 Million
0.87% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
137,119
shares
|
$12.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
Capital Fund Management S.A.
Paris, I0 |
May 15, 2024 Q1 2024 |
136,995
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2024
Reduced 64.92%
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
136,749
shares
|
$12.7 Million
3.05% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2024 Q1 2024 |
136,641
shares
|
$12.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 19.17%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
134,750
shares
|
$12.6 Million
0.14% of portfolio
|
Q1 2024
Added 3.84%
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
133,493
shares
|
$12.4 Million
2.6% of portfolio
|
Q4 2020
Added 19.7%
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2024 Q1 2024 |
133,283
shares
|
$12.4 Million
0.76% of portfolio
|
Q1 2024
Added 437.28%
|
|
Cumberland Advisors Inc
|
Apr 15, 2024 Q1 2024 |
132,682
shares
|
$12.4 Million
4.66% of portfolio
|
Q1 2024
Added 230.24%
|
|
Hilton Capital Management, LLC
|
May 10, 2024 Q1 2024 |
131,536
shares
|
$12.3 Million
1.13% of portfolio
|
Q1 2024
Reduced 40.97%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
131,500
shares
|
$12.3 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
131,099
shares
|
$12.2 Million
0.26% of portfolio
|
Q3 2022
Reduced 60.24%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
130,838
shares
|
$12.2 Million
0.18% of portfolio
|
Q1 2024
Added 34.5%
|
|
Busey Wealth Management
|
Apr 23, 2024 Q1 2024 |
129,938
shares
|
$12.1 Million
0.44% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
Allen Investment Management LLC
|
May 07, 2024 Q1 2024 |
128,635
shares
|
$12 Million
0.16% of portfolio
|
Q4 2023
Reduced 3.94%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
127,889
shares
|
$11.9 Million
0.4% of portfolio
|
Q1 2024
Added 8.31%
|
|
Boulder Hill Capital Management LP
New York, NY |
May 13, 2024 Q1 2024 |
125,500
shares
|
$11.7 Million
5.05% of portfolio
|
Q1 2024
Added 257.55%
|