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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
19,050
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,842
shares
|
$1.7 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
18,748
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 96.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,704
shares
|
$1.68 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,692
shares
|
$1.68 Million
0.24% of portfolio
|
Q2 2024
Added 41.62%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jan 22, 2025 Q4 2024 |
18,606
shares
|
$1.68 Million
1.0% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
18,589
shares
|
$1.67 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
18,586
shares
|
$1.67 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,526
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2023
Reduced 31.7%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
18,513
shares
|
$1.67 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
18,503
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2024
Added 108.34%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
18,488
shares
|
$1.66 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
18,470
shares
|
$1.66 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
18,468
shares
|
$1.66 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
18,457
shares
|
$1.66 Million
1.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
18,367
shares
|
$1.65 Million
0.13% of portfolio
|
Q3 2024
Reduced 39.24%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
18,351
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.65 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
18,262
shares
|
$1.64 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
18,234
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
18,229
shares
|
$1.64 Million
0.29% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
18,141
shares
|
$1.63 Million
0.33% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,082
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,079
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
18,048
shares
|
$1.63 Million
0.73% of portfolio
|
Q1 2024
Reduced 20.55%
|