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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
24,864
shares
|
$2.24 Million
0.07% of portfolio
|
Q4 2024
Added 291.56%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
24,791
shares
|
$2.23 Million
0.15% of portfolio
|
Q4 2024
Added 50.82%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,747
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Added 91.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,710
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2023
Added 837.76%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
24,705
shares
|
$2.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
24,669
shares
|
$2.22 Million
0.04% of portfolio
|
Q4 2022
Added 2.16%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
24,376
shares
|
$2.19 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
24,302
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,292
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
24,215
shares
|
$2.18 Million
0.86% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
24,184
shares
|
$2.18 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
24,097
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2024
Added 140.97%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
23,972
shares
|
$2.16 Million
0.41% of portfolio
|
Q3 2024
Added 101.95%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
23,953
shares
|
$2.16 Million
1.86% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
23,887
shares
|
$2.15 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,817
shares
|
$2.14 Million
0.08% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
23,760
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Added 148400.0%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
23,721
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2024
Reduced 36.55%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
23,714
shares
|
$2.14 Million
0.2% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
23,675
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
23,617
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
23,468
shares
|
$2.11 Million
0.87% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23,421
shares
|
$2.11 Million
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
23,245
shares
|
$2.09 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
23,172
shares
|
$2.09 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.41%
|