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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
11,937
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,927
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2022
Added 174.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,918
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2022
Reduced 9.86%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
11,918
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
11,912
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
11,891
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,878
shares
|
$1.07 Million
0.71% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,772
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 37.28%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
11,747
shares
|
$1.06 Million
0.85% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
11,731
shares
|
$1.06 Million
1.77% of portfolio
|
Q3 2024
Reduced 34.77%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
11,715
shares
|
$1.05 Million
0.53% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
11,670
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
11,658
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Added 24.37%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,620
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
11,567
shares
|
$1.04 Million
0.26% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
11,516
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
11,511
shares
|
$1.04 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
11,488
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2023
Reduced 29.71%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
11,450
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
11,414
shares
|
$1.03 Million
0.28% of portfolio
|
Q4 2023
Reduced 2.31%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
11,409
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
11,364
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
11,354
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
11,341
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
11,338
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2024
Added 2.31%
|