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 2,179 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
378,751
shares
|
$35 Million
0.07% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
367,757
shares
|
$34 Million
0.02% of portfolio
|
Q4 2024
Added 110.33%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
366,886
shares
|
$33.9 Million
0.13% of portfolio
|
Q4 2024
Added 20.33%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
366,525
shares
|
$33.9 Million
0.28% of portfolio
|
Q4 2024
Reduced 79.9%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
363,324
shares
|
$33.6 Million
3.09% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
353,456
shares
|
$32.7 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
352,378
shares
|
$32.6 Million
0.35% of portfolio
|
Q4 2024
Added 126.19%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
349,252
shares
|
$32.3 Million
1.33% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
339,507
shares
|
$31.4 Million
2.57% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
336,286
shares
|
$31.1 Million
0.06% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
330,705
shares
|
$30.6 Million
0.69% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
326,418
shares
|
$30.2 Million
5.47% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
317,011
shares
|
$29.3 Million
0.08% of portfolio
|
Q3 2023
Reduced 52.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
310,493
shares
|
$28.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
310,260
shares
|
$28.7 Million
0.5% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
310,057
shares
|
$28.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
305,416
shares
|
$28.3 Million
0.97% of portfolio
|
Q4 2024
Added 1927.19%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
299,004
shares
|
$27.7 Million
3.31% of portfolio
|
Q4 2024
Added 149.09%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
291,283
shares
|
$26.9 Million
0.03% of portfolio
|
Q4 2024
Added 39.09%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
285,764
shares
|
$26.4 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
276,600
shares
|
$25.6 Million
0.26% of portfolio
|
Q4 2024
Reduced 36.9%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
273,159
shares
|
$25.3 Million
1.53% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
272,061
shares
|
$25.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
267,011
shares
|
$24.7 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
266,214
shares
|
$24.6 Million
0.66% of portfolio
|
Q4 2024
Reduced 26.57%
|