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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
10,542
shares
|
$949,201
0.17% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
10,508
shares
|
$946,140
0.28% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
10,505
shares
|
$945,870
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
10,463
shares
|
$942,088
0.02% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,462
shares
|
$941,998
0.1% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
10,441
shares
|
$940,107
0.38% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
10,420
shares
|
$938,216
0.29% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,415
shares
|
$937,766
0.1% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
10,412
shares
|
$937,496
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
10,380
shares
|
$934,615
0.03% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
10,370
shares
|
$933,714
0.3% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,366
shares
|
$933,354
0.13% of portfolio
|
Q4 2024
Added 74.48%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
10,349
shares
|
$931,823
0.0% of portfolio
|
Q4 2022
Added 7.0%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
10,333
shares
|
$930,383
0.14% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
10,331
shares
|
$930,203
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,330
shares
|
$930,113
1.6% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,314
shares
|
$928,672
0.09% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,274
shares
|
$925,070
0.0% of portfolio
|
Q2 2023
Reduced 35.94%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
10,267
shares
|
$924,440
0.41% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
10,263
shares
|
$924,080
0.11% of portfolio
|
Q3 2024
Reduced 89.37%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
10,259
shares
|
$923,720
0.08% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
10,193
shares
|
$917,777
0.01% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
10,177
shares
|
$916,337
0.34% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
10,173
shares
|
$915,976
0.15% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
10,155
shares
|
$914,356
0.6% of portfolio
|
Q3 2024
Reduced 1.93%
|