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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
23,040
shares
|
$2.07 Million
0.09% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23,025
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.29%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
22,974
shares
|
$2.07 Million
0.82% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
22,948
shares
|
$2.07 Million
0.31% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
22,753
shares
|
$2.05 Million
0.6% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,602
shares
|
$2.04 Million
0.93% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
22,600
shares
|
$2.03 Million
2.48% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
22,464
shares
|
$2.02 Million
0.14% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
22,442
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
22,420
shares
|
$2.02 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,381
shares
|
$2.02 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
22,373
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 53.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
22,371
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
22,300
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
22,277
shares
|
$2.01 Million
0.41% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,230
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
22,225
shares
|
$2 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
21,916
shares
|
$1.97 Million
1.98% of portfolio
|
Q4 2022
Added 2.54%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,895
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
21,886
shares
|
$1.97 Million
0.09% of portfolio
|
Q4 2024
Added 82.93%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
21,869
shares
|
$1.97 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
21,867
shares
|
$1.97 Million
1.22% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
21,856
shares
|
$1.97 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
21,854
shares
|
$1.97 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
21,715
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2024
New holding
|