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 2,178 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
51,584
shares
|
$4.53 Million
1.2% of portfolio
|
Q1 2023
Added 4.9%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
51,365
shares
|
$4.51 Million
0.71% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
51,301
shares
|
$4.5 Million
1.69% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
51,280
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
50,812
shares
|
$4.46 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
50,549
shares
|
$4.44 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
50,512
shares
|
$4.43 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
50,405
shares
|
$4.42 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
50,208
shares
|
$4.41 Million
3.28% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
50,109
shares
|
$4.4 Million
0.13% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
50,000
shares
|
$4.39 Million
5.15% of portfolio
|
Q3 2023
Added 941.67%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
49,914
shares
|
$4.38 Million
0.04% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
49,533
shares
|
$4.35 Million
0.28% of portfolio
|
Q4 2024
Added 41.17%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
49,376
shares
|
$4.33 Million
1.04% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
49,166
shares
|
$4.32 Million
1.97% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
48,958
shares
|
$4.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 24.06%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
48,629
shares
|
$4.27 Million
0.0% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
48,567
shares
|
$4.26 Million
0.21% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
48,510
shares
|
$4.26 Million
2.04% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
48,387
shares
|
$4.25 Million
0.04% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
48,093
shares
|
$4.22 Million
3.93% of portfolio
|
Q4 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
47,871
shares
|
$4.2 Million
2.58% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
47,797
shares
|
$4.2 Million
0.62% of portfolio
|
Q3 2022
Added 254.31%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
47,243
shares
|
$4.15 Million
2.61% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
47,109
shares
|
$4.14 Million
0.06% of portfolio
|
Q4 2024
Added 7.12%
|