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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
57,377
shares
|
$5.24 Million
0.12% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
57,375
shares
|
$5.24 Million
0.15% of portfolio
|
Q3 2024
Reduced 62.29%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
57,265
shares
|
$5.23 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
57,026
shares
|
$5.21 Million
0.12% of portfolio
|
Q4 2024
Added 103.93%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
57,004
shares
|
$5.21 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
56,516
shares
|
$5.16 Million
1.94% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
56,406
shares
|
$5.15 Million
2.45% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
56,301
shares
|
$5.14 Million
0.87% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
56,179
shares
|
$5.13 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
56,134
shares
|
$5.13 Million
0.67% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
56,075
shares
|
$5.12 Million
0.13% of portfolio
|
Q4 2023
Reduced 10.52%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
56,000
shares
|
$5.11 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
55,980
shares
|
$5.11 Million
1.67% of portfolio
|
Q2 2022
Reduced 26.25%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
55,971
shares
|
$5.11 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,735
shares
|
$5.09 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
55,712
shares
|
$5.09 Million
2.07% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
55,447
shares
|
$5.06 Million
0.33% of portfolio
|
Q3 2024
Added 33.87%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
55,381
shares
|
$5.06 Million
0.42% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
55,147
shares
|
$5.04 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
54,993
shares
|
$5.02 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
54,648
shares
|
$4.99 Million
2.14% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
54,619
shares
|
$4.99 Million
0.17% of portfolio
|
Q4 2024
Reduced 37.71%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
54,311
shares
|
$4.96 Million
0.53% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
54,300
shares
|
$4.96 Million
0.88% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
53,904
shares
|
$4.92 Million
0.08% of portfolio
|
Q3 2024
Added 99.95%
|