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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
1,227
shares
|
$106,331
0.0% of portfolio
|
Q3 2024
Reduced 85.29%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,200
shares
|
$103,992
0.01% of portfolio
|
Q2 2024
Reduced 4.0%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,188
shares
|
$102,952
0.04% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,155
shares
|
$100,092
0.03% of portfolio
|
Q3 2024
Reduced 16.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,152
shares
|
$99,832
0.01% of portfolio
|
Q2 2024
Reduced 7.99%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,135
shares
|
$98,359
0.02% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,127
shares
|
$97,665
0.01% of portfolio
|
Q3 2024
Reduced 32.51%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,123
shares
|
$97,319
0.0% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,100
shares
|
$95,326
0.02% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,098
shares
|
$95,152
0.01% of portfolio
|
Q3 2024
Added 61.95%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
1,097
shares
|
$95,066
0.02% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,075
shares
|
$93,159
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
1,052
shares
|
$91,166
0.03% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,047
shares
|
$90,733
0.0% of portfolio
|
Q3 2024
Reduced 25.37%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$86,660
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
999
shares
|
$86,573
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
991
shares
|
$85,880
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
991
shares
|
$85,880
0.0% of portfolio
|
Q3 2024
Added 138.8%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
988
shares
|
$85,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
971
shares
|
$84,146
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
966
shares
|
$83,713
0.01% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
965
shares
|
$83,626
0.04% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
964
shares
|
$83,540
0.04% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
964
shares
|
$83,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
944
shares
|
$81,807
0.07% of portfolio
|
Q2 2023
New holding
|