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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,517
shares
|
$222,477
0.07% of portfolio
|
Q3 2024
Reduced 82.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,510
shares
|
$221,858
0.02% of portfolio
|
Q4 2022
Added 1.05%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,506
shares
|
$221,505
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,505
shares
|
$221,416
0.21% of portfolio
|
Q3 2024
Reduced 79.22%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$220,975
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
2,487
shares
|
$219,825
0.06% of portfolio
|
Q3 2024
Reduced 76.49%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 06, 2025 Q4 2024 |
2,485
shares
|
$219,649
0.04% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,482
shares
|
$219,383
0.16% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,471
shares
|
$218,411
0.01% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,453
shares
|
$216,820
0.02% of portfolio
|
Q4 2022
Added 77.75%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$216,643
0.53% of portfolio
|
Q3 2024
Reduced 19.82%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,447
shares
|
$216,290
0.13% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
2,432
shares
|
$214,964
0.04% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
2,432
shares
|
$214,964
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
2,422
shares
|
$214,080
0.07% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,419
shares
|
$213,815
0.08% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$213,019
0.04% of portfolio
|
Q2 2024
Added 4.33%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
2,400
shares
|
$212,136
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
2,394
shares
|
$211,605
0.14% of portfolio
|
Q3 2024
Reduced 42.81%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
2,391
shares
|
$211,340
0.05% of portfolio
|
Q2 2024
Added 127.71%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
2,386
shares
|
$210,898
0.04% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
2,385
shares
|
$210,810
0.04% of portfolio
|
Q3 2024
Added 454.65%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
2,380
shares
|
$210,368
0.11% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
2,379
shares
|
$210,279
0.02% of portfolio
|
Q3 2024
Added 875.0%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,379
shares
|
$210,279
0.1% of portfolio
|
Q2 2024
Added 1.75%
|