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 2,038 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
36,040
shares
|
$3.39 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
35,913
shares
|
$3.37 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,891
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
35,842
shares
|
$3.37 Million
0.9% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
35,688
shares
|
$3.35 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$3.32 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
35,088
shares
|
$3.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
34,607
shares
|
$3.25 Million
1.27% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
34,602
shares
|
$3.25 Million
0.54% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
34,427
shares
|
$3.23 Million
1.87% of portfolio
|
Q3 2024
Added 48.68%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
34,408
shares
|
$3.23 Million
3.27% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,388
shares
|
$3.23 Million
0.42% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
34,304
shares
|
$3.22 Million
0.33% of portfolio
|
Q3 2024
Reduced 13.95%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
34,300
shares
|
$3.22 Million
3.52% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
34,284
shares
|
$3.22 Million
0.76% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
34,163
shares
|
$3.21 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
33,693
shares
|
$3.17 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
33,677
shares
|
$3.16 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
33,667
shares
|
$3.16 Million
0.56% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
33,550
shares
|
$3.15 Million
0.76% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
33,544
shares
|
$3.15 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
33,514
shares
|
$3.15 Million
0.91% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
33,327
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
33,127
shares
|
$3.11 Million
1.72% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
32,966
shares
|
$3.1 Million
1.82% of portfolio
|
Q3 2024
Added 3.26%
|