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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,772
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 37.28%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
11,731
shares
|
$1.1 Million
1.77% of portfolio
|
Q3 2024
Reduced 34.77%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
11,715
shares
|
$1.1 Million
0.53% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
11,713
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
11,639
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
11,627
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,620
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
11,567
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,516
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
11,511
shares
|
$1.08 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
11,488
shares
|
$1.08 Million
0.19% of portfolio
|
Q4 2023
Reduced 29.71%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
11,450
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
11,414
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
11,405
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
11,398
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
11,364
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
11,354
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
11,342
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
11,338
shares
|
$1.07 Million
0.21% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
11,329
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2024
Reduced 33.99%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
11,313
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2023
Added 12.11%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
11,236
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
11,224
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
11,175
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 41.45%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
11,152
shares
|
$1.05 Million
1.12% of portfolio
|
Q4 2022
New holding
|