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 2,028 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 $20.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
3,120
shares
|
$275,776
0.15% of portfolio
|
Q1 2023
Reduced 7.42%
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,100
shares
|
$274,009
0.18% of portfolio
|
Q3 2024
Added 158.33%
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,097
shares
|
$273,743
0.01% of portfolio
|
Q3 2024
Reduced 93.45%
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,083
shares
|
$272,506
0.14% of portfolio
|
Q4 2024
Added 3.11%
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
3,080
shares
|
$272,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,078
shares
|
$272,064
0.11% of portfolio
|
Q3 2024
Added 15.41%
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
3,073
shares
|
$271,622
0.08% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
3,073
shares
|
$271,622
0.14% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
3,048
shares
|
$269,412
0.07% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
3,036
shares
|
$268,352
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
3,035
shares
|
$268,263
0.06% of portfolio
|
Q1 2023
Added 1.17%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,032
shares
|
$267,998
0.01% of portfolio
|
Q2 2022
New holding
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
3,030
shares
|
$267,821
0.21% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,023
shares
|
$267,202
0.11% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
3,018
shares
|
$266,761
0.14% of portfolio
|
Q1 2024
New holding
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
3,009
shares
|
$265,965
0.13% of portfolio
|
Q3 2024
Added 1.9%
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
3,001
shares
|
$265,258
0.22% of portfolio
|
Q3 2024
Added 0.13%
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$265,170
0.02% of portfolio
|
Q3 2024
New holding
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,985
shares
|
$263,844
0.13% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,984
shares
|
$263,755
0.09% of portfolio
|
Q3 2024
Reduced 29.57%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,970
shares
|
$262,518
0.21% of portfolio
|
Q3 2024
Added 25.42%
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,957
shares
|
$261,369
0.27% of portfolio
|
Q3 2024
Added 5.64%
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
2,955
shares
|
$261,192
0.12% of portfolio
|
Q2 2024
Added 3.5%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,953
shares
|
$261,015
0.01% of portfolio
|
Q3 2022
New holding
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
2,953
shares
|
$261,015
0.08% of portfolio
|
Q3 2024
Added 4.05%
|