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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$3,282
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
38
shares
|
$3,198
0.0% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
35
shares
|
$2,945
0.0% of portfolio
|
Q2 2023
Reduced 90.64%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
31
shares
|
$2,609
0.0% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
29
shares
|
$2,440
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
27
shares
|
$2,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
27
shares
|
$2,272
0.0% of portfolio
|
Q3 2024
Reduced 89.49%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
27
shares
|
$2,272
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$2,188
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
25
shares
|
$2,104
0.0% of portfolio
|
Q3 2023
Reduced 97.5%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
23
shares
|
$1,935
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21
shares
|
$1,767
0.06% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
20
shares
|
$1,683
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
20
shares
|
$1,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17
shares
|
$1,430
0.0% of portfolio
|
Q1 2021
Reduced 32.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
15
shares
|
$1,262
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
11
shares
|
$925
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
8
shares
|
$673
0.18% of portfolio
|
Q3 2022
Reduced 99.86%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
7
shares
|
$589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
7
shares
|
$589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$505
0.0% of portfolio
|
Q1 2024
Reduced 96.51%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
6
shares
|
$505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
3
shares
|
$252
0.0% of portfolio
|
Q2 2024
Reduced 92.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
3
shares
|
$252
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
2
shares
|
$168
0.0% of portfolio
|
Q2 2024
Reduced 98.43%
|