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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
16,711
shares
|
$1.5 Million
0.19% of portfolio
|
Q4 2024
Added 167.55%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
16,644
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
16,582
shares
|
$1.49 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
16,507
shares
|
$1.49 Million
0.13% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
16,488
shares
|
$1.48 Million
0.69% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
16,350
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
16,335
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
16,325
shares
|
$1.47 Million
0.78% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
16,301
shares
|
$1.47 Million
0.23% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
16,260
shares
|
$1.46 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
16,245
shares
|
$1.46 Million
0.97% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,164
shares
|
$1.46 Million
0.06% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
16,148
shares
|
$1.45 Million
0.44% of portfolio
|
Q4 2024
Added 114.85%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
16,114
shares
|
$1.45 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,091
shares
|
$1.45 Million
0.29% of portfolio
|
Q3 2024
Added 142.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,078
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
16,058
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
16,049
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 43.73%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
16,000
shares
|
$1.44 Million
0.39% of portfolio
|
Q1 2023
Added 76.8%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,995
shares
|
$1.44 Million
0.54% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
15,963
shares
|
$1.44 Million
0.22% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
15,922
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
15,801
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
15,572
shares
|
$1.4 Million
0.83% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,450
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 2.22%
|