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 2,043 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
568,540
shares
|
$51.9 Million
0.18% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
565,037
shares
|
$51.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
564,511
shares
|
$51.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 41.79%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
564,454
shares
|
$51.5 Million
1.63% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
555,109
shares
|
$50.7 Million
0.43% of portfolio
|
Q3 2024
Added 487.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
529,507
shares
|
$48.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
492,624
shares
|
$45 Million
0.6% of portfolio
|
Q3 2024
Reduced 28.5%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
474,190
shares
|
$43.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
468,791
shares
|
$42.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.68%
|
|
|
Summit Rock Advisors, LP
|
Oct 30, 2024 Q3 2024 |
461,590
shares
|
$42.1 Million
15.85% of portfolio
|
Q3 2024
Added 39.24%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
450,881
shares
|
$41.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
428,273
shares
|
$39.1 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
423,020
shares
|
$38.6 Million
0.86% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
415,557
shares
|
$37.9 Million
0.75% of portfolio
|
Q4 2024
Reduced 54.81%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
412,700
shares
|
$37.7 Million
0.23% of portfolio
|
Q3 2024
Added 4755.29%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
398,812
shares
|
$36.4 Million
0.24% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
380,509
shares
|
$34.7 Million
1.49% of portfolio
|
Q2 2023
Added 3479.91%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
368,798
shares
|
$33.7 Million
1.61% of portfolio
|
Q3 2024
Reduced 11.04%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
361,846
shares
|
$33 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
355,082
shares
|
$32.4 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
354,871
shares
|
$32.4 Million
1.11% of portfolio
|
Q3 2024
Added 287.46%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2024 Q3 2024 |
354,340
shares
|
$32.4 Million
0.74% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
348,311
shares
|
$31.8 Million
0.07% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
347,697
shares
|
$31.7 Million
2.65% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
336,095
shares
|
$30.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.81%
|