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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
153
shares
|
$13,523
0.0% of portfolio
|
Q3 2024
Reduced 92.9%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
150
shares
|
$13,258
0.0% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
145
shares
|
$12,816
0.0% of portfolio
|
Q3 2023
Added 184.31%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
144
shares
|
$12,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
139
shares
|
$12,286
0.01% of portfolio
|
Q2 2024
Added 18.8%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
136
shares
|
$12,021
0.03% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
134
shares
|
$11,844
0.0% of portfolio
|
Q3 2024
Reduced 92.79%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
132
shares
|
$11,667
0.0% of portfolio
|
Q3 2024
Reduced 44.77%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$11,490
0.0% of portfolio
|
Q1 2023
Added 333.33%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
128
shares
|
$11,313
0.0% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
118
shares
|
$10,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
114
shares
|
$10,076
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
110
shares
|
$9,722
0.0% of portfolio
|
Q1 2024
Reduced 81.03%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
108
shares
|
$9,546
0.0% of portfolio
|
Q1 2024
Reduced 29.87%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
108
shares
|
$9,546
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
104
shares
|
$9,192
0.0% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
103
shares
|
$9,104
0.0% of portfolio
|
Q2 2024
Reduced 99.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
100
shares
|
$8,839
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
94
shares
|
$8,308
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
90
shares
|
$7,955
0.0% of portfolio
|
Q3 2024
Reduced 59.64%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
90
shares
|
$7,955
0.0% of portfolio
|
Q3 2024
Reduced 80.31%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
87
shares
|
$7,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
86
shares
|
$7,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
85
shares
|
$7,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
81
shares
|
$7,159
0.0% of portfolio
|
Q3 2024
New holding
|