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 234 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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,100
shares
|
$479,195
0.0% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
5,090
shares
|
$478,256
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
5,085
shares
|
$477,786
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,080
shares
|
$477,316
0.0% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
5,031
shares
|
$472,712
0.17% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
5,029
shares
|
$472,524
0.07% of portfolio
|
Q3 2022
Added 3.5%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
5,028
shares
|
$472,430
0.29% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
5,024
shares
|
$472,055
0.06% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
5,016
shares
|
$471,303
0.07% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,016
shares
|
$471,303
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
5,006
shares
|
$470,363
0.26% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
5,000
shares
|
$469,799
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,979
shares
|
$467,826
0.01% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
4,933
shares
|
$463,504
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
4,922
shares
|
$462,471
0.14% of portfolio
|
Q4 2022
Reduced 11.27%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
4,921
shares
|
$462,377
0.38% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,912
shares
|
$461,531
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
4,909
shares
|
$461,249
0.18% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,891
shares
|
$459,558
0.0% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,886
shares
|
$459,088
0.2% of portfolio
|
Q3 2024
Reduced 45.01%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
4,851
shares
|
$455,799
0.11% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
4,848
shares
|
$455,518
0.01% of portfolio
|
Q1 2024
Reduced 23.8%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,838
shares
|
$454,578
0.15% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
4,825
shares
|
$453,356
0.21% of portfolio
|
Q3 2024
Added 364.84%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
4,821
shares
|
$452,981
0.07% of portfolio
|
Q4 2024
New holding
|