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 |
|---|---|---|---|---|---|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
159,810
shares
|
$13.5 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
159,212
shares
|
$13.4 Million
5.34% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
158,897
shares
|
$13.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
157,484
shares
|
$13.3 Million
0.25% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
157,045
shares
|
$13.2 Million
0.05% of portfolio
|
Q3 2024
Added 42.42%
|
|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
156,691
shares
|
$13.2 Million
4.57% of portfolio
|
Q4 2023
Added 6.9%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
156,228
shares
|
$13.1 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
155,787
shares
|
$13.1 Million
0.16% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
155,542
shares
|
$13.1 Million
1.01% of portfolio
|
Q4 2023
Reduced 40.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
154,775
shares
|
$13 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
154,464
shares
|
$13 Million
0.36% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
152,884
shares
|
$12.9 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
152,061
shares
|
$12.8 Million
0.07% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
151,114
shares
|
$12.7 Million
4.08% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
150,229
shares
|
$12.6 Million
0.53% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Money Design Co.,Ltd.
|
Oct 09, 2024 Q3 2024 |
149,526
shares
|
$12.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
148,898
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
147,134
shares
|
$12.4 Million
0.17% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
142,230
shares
|
$12 Million
0.21% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
138,738
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Added 33.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
138,379
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 47.4%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
136,749
shares
|
$11.5 Million
3.05% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
133,493
shares
|
$11.2 Million
2.6% of portfolio
|
Q4 2020
Added 19.7%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
132,347
shares
|
$11.1 Million
1.28% of portfolio
|
Q3 2024
Reduced 21.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
131,099
shares
|
$11 Million
0.26% of portfolio
|
Q3 2022
Reduced 60.24%
|