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 |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
111,985
shares
|
$9.9 Million
4.59% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
111,963
shares
|
$9.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
111,142
shares
|
$9.82 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
110,894
shares
|
$9.8 Million
1.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
108,516
shares
|
$9.59 Million
1.69% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
107,643
shares
|
$9.51 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
106,756
shares
|
$9.44 Million
2.84% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
106,363
shares
|
$9.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
106,342
shares
|
$9.4 Million
0.53% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
105,576
shares
|
$9.33 Million
0.33% of portfolio
|
Q3 2022
Reduced 2.24%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
105,553
shares
|
$9.33 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
104,249
shares
|
$9.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
103,821
shares
|
$9.18 Million
0.31% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
103,523
shares
|
$9.15 Million
0.41% of portfolio
|
Q3 2024
Reduced 30.65%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
103,043
shares
|
$9.11 Million
3.51% of portfolio
|
Q1 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
102,934
shares
|
$9.1 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
102,800
shares
|
$9.09 Million
0.28% of portfolio
|
Q4 2023
Added 133.11%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
102,638
shares
|
$9.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.65%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
102,601
shares
|
$9.07 Million
3.06% of portfolio
|
Q1 2024
Reduced 12.87%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
101,740
shares
|
$8.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
101,662
shares
|
$8.99 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
101,187
shares
|
$8.94 Million
0.26% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
99,658
shares
|
$8.81 Million
0.5% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
99,511
shares
|
$8.8 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,335
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2024
Added 2442.49%
|