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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,588
shares
|
$140,363
0.11% of portfolio
|
Q3 2024
Reduced 89.92%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,533
shares
|
$135,501
0.05% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,529
shares
|
$135,148
0.04% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
1,523
shares
|
$134,617
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,512
shares
|
$133,645
0.03% of portfolio
|
Q2 2024
Reduced 10.69%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,500
shares
|
$132,585
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,477
shares
|
$130,552
0.01% of portfolio
|
Q2 2023
Added 10.22%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,466
shares
|
$129,579
0.09% of portfolio
|
Q3 2024
Added 72.07%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
1,447
shares
|
$127,900
0.01% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
1,447
shares
|
$127,900
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,427
shares
|
$126,132
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,420
shares
|
$125,513
0.07% of portfolio
|
Q1 2023
Reduced 84.13%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,410
shares
|
$124,629
0.17% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,403
shares
|
$124,011
0.01% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,370
shares
|
$121,094
0.06% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,360
shares
|
$120,210
0.09% of portfolio
|
Q2 2023
Reduced 66.55%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
1,352
shares
|
$119,503
0.06% of portfolio
|
Q1 2024
Added 2.66%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,333
shares
|
$117,823
0.0% of portfolio
|
Q3 2024
Added 285.0%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,327
shares
|
$117,293
0.02% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,325
shares
|
$117,116
0.03% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,314
shares
|
$116,144
0.01% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
1,311
shares
|
$115,879
0.02% of portfolio
|
Q2 2022
Added 2522.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,271
shares
|
$112,343
0.03% of portfolio
|
Q4 2023
Reduced 4.0%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,251
shares
|
$110,575
0.07% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$110,487
0.02% of portfolio
|
Q4 2023
Added 66.67%
|