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 2,096 institutions that hold shares in the stock, with a total of 236 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
18,275
shares
|
$1.62 Million
0.37% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
18,234
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
18,229
shares
|
$1.61 Million
0.29% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
18,141
shares
|
$1.61 Million
0.33% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,082
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,079
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
18,048
shares
|
$1.6 Million
0.73% of portfolio
|
Q1 2024
Reduced 20.55%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,941
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
17,914
shares
|
$1.59 Million
0.49% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
17,819
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
17,800
shares
|
$1.58 Million
0.41% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
17,784
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2024
Added 41.17%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
17,741
shares
|
$1.57 Million
1.4% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
17,701
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 70.93%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
17,586
shares
|
$1.56 Million
0.36% of portfolio
|
Q4 2024
Reduced 44.53%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
17,549
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
17,353
shares
|
$1.54 Million
0.4% of portfolio
|
Q4 2024
Added 109.86%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,324
shares
|
$1.53 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
17,266
shares
|
$1.53 Million
0.74% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
17,225
shares
|
$1.53 Million
0.11% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
17,194
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 65.25%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
17,187
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
17,178
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,148
shares
|
$1.52 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
17,046
shares
|
$1.51 Million
0.48% of portfolio
|
Q4 2024
Added 1.88%
|