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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
33,327
shares
|
$3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
33,316
shares
|
$3 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
33,136
shares
|
$2.98 Million
1.75% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
33,047
shares
|
$2.98 Million
1.06% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
32,637
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,234
shares
|
$2.9 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
31,867
shares
|
$2.87 Million
3.23% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
31,857
shares
|
$2.87 Million
0.98% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
31,732
shares
|
$2.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
31,730
shares
|
$2.86 Million
0.31% of portfolio
|
Q4 2024
Added 105.99%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
31,594
shares
|
$2.84 Million
2.48% of portfolio
|
Q1 2024
Added 11.28%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
31,529
shares
|
$2.84 Million
1.22% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,453
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2022
Added 1.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
31,357
shares
|
$2.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 50.41%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
31,304
shares
|
$2.82 Million
0.35% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
31,259
shares
|
$2.81 Million
0.76% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
31,221
shares
|
$2.81 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
30,997
shares
|
$2.79 Million
0.08% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
30,914
shares
|
$2.78 Million
1.52% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
30,888
shares
|
$2.78 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Client First Capital LLC
|
Jan 14, 2025 Q4 2024 |
30,881
shares
|
$2.78 Million
1.36% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
30,824
shares
|
$2.78 Million
0.14% of portfolio
|
Q4 2024
Added 140.25%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
30,708
shares
|
$2.76 Million
2.12% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
30,617
shares
|
$2.76 Million
0.42% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
30,484
shares
|
$2.74 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.48%
|