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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
20,210
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
20,142
shares
|
$1.81 Million
0.41% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
20,131
shares
|
$1.81 Million
0.9% of portfolio
|
Q3 2024
Reduced 92.42%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$1.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
19,980
shares
|
$1.8 Million
0.45% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
19,903
shares
|
$1.79 Million
0.77% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
19,815
shares
|
$1.78 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
19,794
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
19,779
shares
|
$1.78 Million
1.32% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
19,702
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
19,665
shares
|
$1.77 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
19,629
shares
|
$1.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
19,513
shares
|
$1.76 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
19,490
shares
|
$1.75 Million
0.88% of portfolio
|
Q3 2024
Added 255.66%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,434
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
19,417
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
19,408
shares
|
$1.75 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
19,407
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
19,376
shares
|
$1.74 Million
0.73% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
19,281
shares
|
$1.74 Million
1.32% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
19,242
shares
|
$1.73 Million
1.37% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
19,234
shares
|
$1.73 Million
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
19,200
shares
|
$1.73 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
19,143
shares
|
$1.72 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
19,087
shares
|
$1.72 Million
0.39% of portfolio
|
Q4 2022
Reduced 1.6%
|