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 2,076 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
36,258
shares
|
$3.26 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
36,173
shares
|
$3.26 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
36,067
shares
|
$3.25 Million
0.21% of portfolio
|
Q3 2024
Added 116.29%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
36,040
shares
|
$3.25 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,891
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
35,842
shares
|
$3.23 Million
0.9% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
35,801
shares
|
$3.22 Million
0.52% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
35,719
shares
|
$3.22 Million
15.18% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
35,688
shares
|
$3.21 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
35,463
shares
|
$3.19 Million
0.49% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
35,417
shares
|
$3.19 Million
0.38% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
35,328
shares
|
$3.18 Million
0.99% of portfolio
|
Q2 2022
Reduced 38.47%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
35,088
shares
|
$3.16 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
34,835
shares
|
$3.14 Million
0.34% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
34,408
shares
|
$3.1 Million
3.27% of portfolio
|
Q4 2023
Reduced 2.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,388
shares
|
$3.1 Million
0.42% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
34,388
shares
|
$3.1 Million
0.22% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
34,300
shares
|
$3.09 Million
3.52% of portfolio
|
Q3 2024
Reduced 12.72%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
34,284
shares
|
$3.09 Million
0.76% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
34,266
shares
|
$3.09 Million
0.75% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
34,225
shares
|
$3.08 Million
0.16% of portfolio
|
Q4 2024
Reduced 47.71%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
33,793
shares
|
$3.04 Million
0.59% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
33,667
shares
|
$3.03 Million
0.56% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
33,544
shares
|
$3.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
33,514
shares
|
$3.02 Million
0.91% of portfolio
|
Q3 2024
Added 2.54%
|