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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
130,682
shares
|
$11 Million
0.12% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
129,260
shares
|
$10.9 Million
0.57% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
128,821
shares
|
$10.8 Million
4.83% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
128,394
shares
|
$10.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 33.28%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
128,393
shares
|
$10.8 Million
0.23% of portfolio
|
Q2 2024
Reduced 12.42%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
128,153
shares
|
$10.8 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
126,648
shares
|
$10.7 Million
3.5% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
126,520
shares
|
$10.6 Million
0.88% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
126,002
shares
|
$10.6 Million
0.92% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
125,342
shares
|
$10.6 Million
4.37% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
124,764
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
123,488
shares
|
$10.4 Million
3.58% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
122,389
shares
|
$10.3 Million
0.21% of portfolio
|
Q3 2024
Added 205.82%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
122,366
shares
|
$10.3 Million
1.64% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
120,929
shares
|
$10.2 Million
2.01% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
120,837
shares
|
$10.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
120,744
shares
|
$10.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
120,037
shares
|
$10.1 Million
1.28% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
118,018
shares
|
$9.93 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
117,719
shares
|
$9.91 Million
0.87% of portfolio
|
Q2 2024
Added 695.24%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
115,953
shares
|
$9.76 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
115,643
shares
|
$9.73 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
114,974
shares
|
$9.68 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
113,990
shares
|
$9.59 Million
1.16% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
112,132
shares
|
$9.44 Million
1.11% of portfolio
|
Q2 2022
Added 9.33%
|