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 $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
45,896
shares
|
$3.98 Million
1.61% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
45,716
shares
|
$3.96 Million
1.48% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
45,451
shares
|
$3.94 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
45,385
shares
|
$3.93 Million
0.05% of portfolio
|
Q3 2024
Reduced 28.03%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
45,286
shares
|
$3.92 Million
1.2% of portfolio
|
Q3 2024
Reduced 40.24%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
45,224
shares
|
$3.92 Million
1.56% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
45,048
shares
|
$3.9 Million
2.16% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
44,895
shares
|
$3.89 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,883
shares
|
$3.89 Million
1.1% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
44,775
shares
|
$3.88 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
44,683
shares
|
$3.87 Million
3.37% of portfolio
|
Q3 2023
Added 45.16%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
44,663
shares
|
$3.87 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
44,631
shares
|
$3.87 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
44,476
shares
|
$3.85 Million
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
44,466
shares
|
$3.85 Million
0.44% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
44,370
shares
|
$3.85 Million
5.69% of portfolio
|
Q4 2018
Reduced 49.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
44,332
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2022
Added 0.5%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
44,100
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.1%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,027
shares
|
$3.82 Million
0.08% of portfolio
|
Q3 2024
Added 178.37%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
43,976
shares
|
$3.81 Million
0.06% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
43,929
shares
|
$3.81 Million
0.06% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
43,885
shares
|
$3.8 Million
0.4% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
43,686
shares
|
$3.79 Million
3.38% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
43,657
shares
|
$3.78 Million
2.1% of portfolio
|
Q1 2024
Added 23.68%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
43,481
shares
|
$3.77 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.44%
|