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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
350,638
shares
|
$29.5 Million
0.74% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
348,311
shares
|
$29.3 Million
0.07% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
347,697
shares
|
$29.3 Million
2.65% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
336,095
shares
|
$28.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.81%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
329,826
shares
|
$27.8 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
324,615
shares
|
$27.3 Million
5.6% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
323,258
shares
|
$27.2 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
317,011
shares
|
$26.7 Million
0.08% of portfolio
|
Q3 2023
Reduced 52.85%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
311,228
shares
|
$26.2 Million
0.36% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
310,260
shares
|
$26.1 Million
0.51% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
306,844
shares
|
$25.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
304,908
shares
|
$25.7 Million
0.12% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
295,542
shares
|
$24.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
289,960
shares
|
$24.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
283,774
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
276,856
shares
|
$23.3 Million
1.61% of portfolio
|
Q3 2024
Added 188.76%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
274,835
shares
|
$23.1 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
273,242
shares
|
$23 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
268,322
shares
|
$22.6 Million
1.36% of portfolio
|
Q3 2024
Added 524.61%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
263,422
shares
|
$22.2 Million
3.17% of portfolio
|
Q1 2023
Reduced 3.13%
|
|
|
Unisphere Establishment
Vaduz, N2 |
Nov 14, 2024 Q3 2024 |
261,000
shares
|
$22 Million
0.22% of portfolio
|
Q3 2024
Added 53.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
255,829
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Granger Management LLC
|
Nov 13, 2024 Q3 2024 |
255,063
shares
|
$21.5 Million
4.52% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
253,528
shares
|
$21.3 Million
1.64% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
252,187
shares
|
$21.2 Million
2.1% of portfolio
|
Q3 2024
Added 3.57%
|