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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
64,060
shares
|
$5.85 Million
0.55% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
63,175
shares
|
$5.77 Million
1.02% of portfolio
|
Q1 2023
Reduced 1.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
62,909
shares
|
$5.74 Million
1.43% of portfolio
|
Q1 2024
Added 12.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
62,638
shares
|
$5.72 Million
0.1% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
62,506
shares
|
$5.71 Million
1.72% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,465
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
62,425
shares
|
$5.7 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
62,421
shares
|
$5.7 Million
2.51% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
62,326
shares
|
$5.69 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
62,281
shares
|
$5.69 Million
1.28% of portfolio
|
Q3 2024
Reduced 49.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
62,082
shares
|
$5.67 Million
0.68% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
61,660
shares
|
$5.63 Million
0.05% of portfolio
|
Q4 2024
Added 389.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
61,502
shares
|
$5.62 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
61,377
shares
|
$5.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
61,278
shares
|
$5.6 Million
0.24% of portfolio
|
Q3 2024
Added 194.15%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
61,224
shares
|
$5.59 Million
2.91% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Castellan Group
Louisville, KY |
Nov 25, 2024 Q3 2024 |
60,780
shares
|
$5.55 Million
2.26% of portfolio
|
Q3 2024
Added 99.93%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
60,555
shares
|
$5.53 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
59,616
shares
|
$5.44 Million
0.28% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
59,300
shares
|
$5.41 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,860
shares
|
$5.37 Million
0.3% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
58,346
shares
|
$5.33 Million
0.58% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
58,192
shares
|
$5.31 Million
0.23% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
58,127
shares
|
$5.31 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
57,598
shares
|
$5.26 Million
1.59% of portfolio
|
Q3 2024
Reduced 6.31%
|