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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
53,725
shares
|
$4.91 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
53,406
shares
|
$4.88 Million
0.95% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
53,088
shares
|
$4.85 Million
2.27% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
53,057
shares
|
$4.84 Million
0.51% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
52,735
shares
|
$4.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
52,697
shares
|
$4.81 Million
1.61% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
52,251
shares
|
$4.77 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
52,081
shares
|
$4.76 Million
0.12% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
51,968
shares
|
$4.75 Million
0.65% of portfolio
|
Q3 2024
Added 162.29%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
51,948
shares
|
$4.74 Million
1.2% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,920
shares
|
$4.74 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
51,671
shares
|
$4.72 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
51,642
shares
|
$4.72 Million
0.06% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
51,584
shares
|
$4.71 Million
1.2% of portfolio
|
Q1 2023
Added 4.9%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
51,293
shares
|
$4.68 Million
1.12% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
50,803
shares
|
$4.64 Million
0.14% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
50,665
shares
|
$4.63 Million
1.81% of portfolio
|
Q3 2024
Added 39.99%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
50,484
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
50,156
shares
|
$4.58 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
50,097
shares
|
$4.57 Million
3.36% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
50,008
shares
|
$4.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
50,000
shares
|
$4.57 Million
5.15% of portfolio
|
Q3 2023
Added 941.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
49,936
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
49,588
shares
|
$4.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
49,476
shares
|
$4.52 Million
0.1% of portfolio
|
Q3 2024
Reduced 90.34%
|