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 2,027 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 $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
99,138
shares
|
$8.34 Million
0.83% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
97,557
shares
|
$8.21 Million
0.45% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
97,434
shares
|
$8.2 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
96,395
shares
|
$8.11 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.82%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
96,099
shares
|
$8.09 Million
3.49% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
95,351
shares
|
$8.03 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
95,150
shares
|
$8.01 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
94,202
shares
|
$7.93 Million
2.87% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
93,173
shares
|
$7.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 67.54%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
93,063
shares
|
$7.83 Million
0.87% of portfolio
|
Q3 2024
Added 46.65%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
92,401
shares
|
$7.78 Million
0.45% of portfolio
|
Q3 2024
Reduced 48.75%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
92,234
shares
|
$7.76 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
91,853
shares
|
$7.73 Million
0.62% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
91,730
shares
|
$7.72 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
91,600
shares
|
$7.71 Million
1.41% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
89,528
shares
|
$7.54 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
89,464
shares
|
$7.53 Million
4.61% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
89,161
shares
|
$7.5 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
89,102
shares
|
$7.5 Million
0.09% of portfolio
|
Q3 2024
Added 89.74%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
88,700
shares
|
$7.47 Million
0.47% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
88,283
shares
|
$7.43 Million
0.22% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
87,973
shares
|
$7.4 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
87,960
shares
|
$7.4 Million
1.43% of portfolio
|
Q3 2024
Added 277.01%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
87,838
shares
|
$7.39 Million
0.89% of portfolio
|
Q2 2024
Reduced 10.75%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
87,688
shares
|
$7.38 Million
0.3% of portfolio
|
Q3 2024
Reduced 34.53%
|