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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
14,647
shares
|
$1.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
14,623
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
14,594
shares
|
$1.29 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
14,529
shares
|
$1.29 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
14,500
shares
|
$1.28 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
14,488
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
14,429
shares
|
$1.28 Million
0.21% of portfolio
|
Q4 2024
Added 59.63%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
14,410
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
14,397
shares
|
$1.27 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,384
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2022
Reduced 21.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,379
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2022
Added 13.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
14,372
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
14,350
shares
|
$1.27 Million
0.56% of portfolio
|
Q4 2022
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
14,270
shares
|
$1.26 Million
0.87% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
14,212
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
14,140
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
14,127
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2024
Added 21.5%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
14,112
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
14,108
shares
|
$1.25 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
14,096
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
14,090
shares
|
$1.25 Million
0.3% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
14,047
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
14,033
shares
|
$1.24 Million
0.72% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,029
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2024
Reduced 66.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,015
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
New holding
|