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 2,043 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
71,018
shares
|
$6.48 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
70,571
shares
|
$6.44 Million
0.38% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
70,188
shares
|
$6.41 Million
2.47% of portfolio
|
Q4 2022
Reduced 98.86%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
70,113
shares
|
$6.4 Million
0.24% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
69,979
shares
|
$6.39 Million
0.17% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
69,895
shares
|
$6.38 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
69,824
shares
|
$6.38 Million
1.96% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
69,418
shares
|
$6.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 21.37%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
68,898
shares
|
$6.29 Million
0.32% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
68,053
shares
|
$6.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 43.41%
|
|
|
Menlo Advisors LLC
|
Nov 15, 2024 Q3 2024 |
67,395
shares
|
$6.15 Million
3.05% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
67,012
shares
|
$6.12 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.62%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
66,909
shares
|
$6.11 Million
0.18% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
66,900
shares
|
$6.11 Million
2.3% of portfolio
|
Q3 2023
Added 31.57%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
66,314
shares
|
$6.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.52%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
66,278
shares
|
$6.05 Million
2.01% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
66,189
shares
|
$6.04 Million
3.74% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65,801
shares
|
$6.01 Million
0.4% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
65,719
shares
|
$6 Million
0.11% of portfolio
|
Q3 2024
Added 55.26%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
65,452
shares
|
$5.98 Million
0.3% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,818
shares
|
$5.92 Million
0.24% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
64,816
shares
|
$5.92 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
64,508
shares
|
$5.89 Million
0.22% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
64,472
shares
|
$5.89 Million
0.36% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
64,286
shares
|
$5.87 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.24%
|