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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
15,447
shares
|
$1.39 Million
0.44% of portfolio
|
Q3 2023
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
15,440
shares
|
$1.39 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
15,261
shares
|
$1.37 Million
0.9% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
15,219
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
15,174
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,136
shares
|
$1.36 Million
0.1% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
15,066
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,054
shares
|
$1.36 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,006
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
14,948
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
14,948
shares
|
$1.35 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
14,919
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
14,914
shares
|
$1.34 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
14,905
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
14,864
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
14,741
shares
|
$1.33 Million
0.41% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
14,707
shares
|
$1.32 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
14,690
shares
|
$1.32 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
14,689
shares
|
$1.32 Million
0.18% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
14,647
shares
|
$1.32 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
14,594
shares
|
$1.31 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
14,529
shares
|
$1.31 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
14,507
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.31 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
14,488
shares
|
$1.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.39%
|