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 |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
2,085
shares
|
$184,293
0.03% of portfolio
|
Q2 2024
Added 883.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,055
shares
|
$181,641
0.01% of portfolio
|
Q4 2023
Added 3.42%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$176,780
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,984
shares
|
$175,365
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,938
shares
|
$171,299
0.03% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,935
shares
|
$171,034
0.02% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,924
shares
|
$170,062
0.02% of portfolio
|
Q3 2024
Added 390.82%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,908
shares
|
$168,648
0.1% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$167,941
0.15% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
1,871
shares
|
$165,377
0.05% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,842
shares
|
$162,814
0.04% of portfolio
|
Q3 2024
Reduced 60.32%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,830
shares
|
$161,753
0.25% of portfolio
|
Q1 2023
Reduced 4.19%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,802
shares
|
$159,278
0.02% of portfolio
|
Q3 2024
Reduced 95.97%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
1,792
shares
|
$158,394
0.09% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,780
shares
|
$157,334
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,746
shares
|
$154,328
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,737
shares
|
$153,533
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$151,500
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,700
shares
|
$150,263
0.01% of portfolio
|
Q2 2021
Added 9.62%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,676
shares
|
$148,141
0.0% of portfolio
|
Q1 2024
Added 32.18%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,657
shares
|
$146,462
0.0% of portfolio
|
Q3 2024
Reduced 99.7%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,643
shares
|
$145,224
0.02% of portfolio
|
Q4 2024
Reduced 24.77%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,625
shares
|
$143,633
0.06% of portfolio
|
Q1 2024
Added 170.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,618
shares
|
$143,015
0.02% of portfolio
|
Q3 2023
Reduced 3.98%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,605
shares
|
$141,865
0.05% of portfolio
|
Q2 2024
Added 1428.57%
|