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 |
---|---|---|---|---|---|
Cadent Capital Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
122,569
shares
|
$11.4 Million
4.61% of portfolio
|
Q1 2024
Added 11.67%
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
121,903
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2024
Added 417.28%
|
|
Solitude Financial Services
|
Apr 22, 2024 Q1 2024 |
120,765
shares
|
$11.3 Million
5.25% of portfolio
|
Q1 2024
Added 110.66%
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2024 Q1 2024 |
120,742
shares
|
$11.3 Million
2.25% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
120,522
shares
|
$11.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 13, 2024 Q1 2024 |
120,045
shares
|
$11.2 Million
1.01% of portfolio
|
Q1 2024
Reduced 5.45%
|
|
Gunma Bank,Ltd.
|
Apr 23, 2024 Q1 2024 |
120,000
shares
|
$11.2 Million
5.97% of portfolio
|
Q1 2024
Added 36.36%
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2024 Q1 2024 |
119,293
shares
|
$11.1 Million
0.89% of portfolio
|
Q1 2024
Reduced 24.24%
|
|
Royal Fund Management, LLC
|
Apr 11, 2024 Q1 2024 |
118,949
shares
|
$11.1 Million
1.14% of portfolio
|
Q1 2024
Added 20.4%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
117,186
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2024 Q1 2024 |
116,960
shares
|
$10.9 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
115,983
shares
|
$10.8 Million
1.69% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
115,336
shares
|
$10.7 Million
0.25% of portfolio
|
Q1 2024
Added 79.82%
|
|
Fielder Capital Group LLC
Nashville, TN |
Apr 25, 2024 Q1 2024 |
113,538
shares
|
$10.6 Million
4.79% of portfolio
|
Q1 2024
Added 20.88%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 16, 2024 Q1 2024 |
113,331
shares
|
$10.6 Million
4.04% of portfolio
|
Q1 2024
Added 1.4%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$10.5 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 07, 2024 Q1 2024 |
111,726
shares
|
$10.4 Million
1.66% of portfolio
|
Q1 2024
Added 1.94%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
May 03, 2024 Q1 2024 |
111,427
shares
|
$10.4 Million
0.54% of portfolio
|
Q1 2024
Added 37.14%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
111,291
shares
|
$10.4 Million
0.65% of portfolio
|
Q1 2024
Added 7.72%
|
|
Gyl Financial Synergies, LLC
|
May 14, 2024 Q1 2024 |
110,783
shares
|
$10.3 Million
0.83% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Fiduciary Group LLC
Savannah, GA |
May 13, 2024 Q1 2024 |
110,181
shares
|
$10.3 Million
1.14% of portfolio
|
Q1 2024
Added 0.57%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
109,915
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Wealth Advisors Of Iowa, LLC
|
May 07, 2024 Q1 2024 |
108,402
shares
|
$10.1 Million
6.23% of portfolio
|
Q1 2024
Added 5.14%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
107,672
shares
|
$10 Million
0.23% of portfolio
|
Q1 2024
Added 6.05%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
107,204
shares
|
$9.99 Million
0.28% of portfolio
|
Q3 2023
Added 0.03%
|